All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

XYLD,JEPI,SPYI,JEPQ,QYLD,QQQI: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30šŸ’¬ to Fri 2026-06-26 YTD
Return 		1 Year
Return
XYLD × 		+4.52%
2026-06-26 		+15.19%
2026-06-26
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
JEPI × 		+1.51%
2026-06-26 		+7.89%
2026-06-26
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI × 		+5.13%
2026-06-26 		+17.09%
2026-06-26
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ × 		+7.06%
2026-06-26 		+22.11%
2026-06-26
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD × 		+7.36%
2026-06-26 		+20.85%
2026-06-26
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI × 		+8.96%
2026-06-26 		+21.84%
2026-06-26
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30šŸ’¬ to Fri 2026-06-26 Overall
Return 		Exponential
Trendline
XYLD × 		+32.07%
+12.27%/yr 		+11.40%/yr
(R2=0.890)
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
JEPI × 		+20.71%
+8.14%/yr 		+8.11%/yr
(R2=0.847)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI × 		+42.39%
+15.84%/yr 		+15.67%/yr
(R2=0.919)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ × 		+48.00%
+17.71%/yr 		+16.67%/yr
(R2=0.888)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD × 		+35.69%
+13.54%/yr 		+12.16%/yr
(R2=0.835)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI × 		+54.90%
+19.97%/yr 		+19.49%/yr
(R2=0.913)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30šŸ’¬ to Fri 2026-06-26 Start
Value 		End
Value
XYLD × 		$10,000.00
2024-01-30 		$13,206.63
2026-06-26
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
JEPI × 		$10,000.00
2024-01-30 		$12,070.59
2026-06-26
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI × 		$10,000.00
2024-01-30 		$14,238.73
2026-06-26
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ × 		$10,000.00
2024-01-30 		$14,800.02
2026-06-26
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD × 		$10,000.00
2024-01-30 		$13,568.85
2026-06-26
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI × 		$10,000.00
2024-01-30 		$15,489.71
2026-06-26
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year XYLD JEPI SPYI JEPQ QYLD QQQI
2026 (YTD) +4.52% +1.51% +5.13% +7.06% +7.36% +8.96%
2025 +8.04% +8.10% +16.67% +15.19% +9.31% +18.63%
2024 +19.49% +12.59% +19.03% +24.89% +19.36% +19.84%
2023 +11.11% +9.83% +18.10% +36.28% +22.78% —
2022 āˆ’12.04% āˆ’3.49% āˆ’2.45% āˆ’12.89% āˆ’19.07% —
2021 +19.59% +21.53% — — +10.41% —
2020 āˆ’0.56% +18.61% — — +8.72% —
2019 +21.41% — — — +22.70% —
2018 āˆ’6.09% — — — āˆ’3.07% —
2017 +16.49% — — — +18.79% —
2016 +7.61% — — — +4.77% —
2015 +0.59% — — — +7.17% —
2014 +7.59% — — — +4.25% —
2013 +13.97% — — — +2.00% —

Drawdowns

Tue 2024-01-30šŸ’¬ to Fri 2026-06-26 Current
Drawdown 		Worst
Drawdown
XYLD × 		āˆ’0.95%
from 2026-06-18 peak 		āˆ’15.53%
2025-04-08
from 2025-02-19 peak
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
JEPI × 		āˆ’3.54%
from 2026-02-27 peak 		āˆ’13.26%
2025-04-08
from 2025-02-19 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI × 		āˆ’2.89%
from 2026-06-02 peak 		āˆ’16.47%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ × 		āˆ’3.19%
from 2026-06-22 peak 		āˆ’20.07%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD × 		āˆ’2.58%
from 2026-06-18 peak 		āˆ’19.06%
2025-04-08
from 2025-02-20 peak
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI × 		āˆ’4.11%
from 2026-06-02 peak 		āˆ’20.00%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-06-26 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
XYLD × 		+15.19% +25.82%
+12.17%/yr 		+38.55%
+11.48%/yr 		+42.42%
+7.33%/yr 		+123.35%
+8.37%/yr
Global X S&P 500 Covered Call ETF Exchange-Traded Fund
JEPI × 		+7.89% +16.33%
+7.86%/yr 		+29.88%
+9.10%/yr 		+42.36%
+7.32%/yr 		—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI × 		+17.09% +32.10%
+14.93%/yr 		+52.37%
+15.07%/yr 		— —
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ × 		+22.11% +33.36%
+15.48%/yr 		+71.87%
+19.78%/yr 		— —
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD × 		+20.85% +29.58%
+13.83%/yr 		+48.52%
+14.09%/yr 		+47.75%
+8.12%/yr 		+158.06%
+9.94%/yr
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI × 		+21.84% +40.77%
+18.65%/yr 		— — —
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund