All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI,JEPQ,SPYI,QQQI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30💬 to Wed 2026-06-17 YTD
Return
1 Year
Return
JEPI
×
−2.33%
2026-06-17
+4.16%
2026-06-17
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
+4.98%
2026-06-17
+22.05%
2026-06-17
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+2.56%
2026-06-17
+15.77%
2026-06-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+7.01%
2026-06-17
+21.71%
2026-06-17
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30💬 to Wed 2026-06-17 Overall
Return
Exponential
Trendline
JEPI
×
+10.53%
+4.30%/yr
+5.14%/yr
(R2=0.649)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
+38.10%
+14.53%/yr
+13.33%/yr
(R2=0.832)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+32.18%
+12.44%/yr
+12.43%/yr
(R2=0.870)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+44.76%
+16.82%/yr
+16.08%/yr
(R2=0.876)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30💬 to Wed 2026-06-17 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,052.57
2026-06-17
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$13,810.27
2026-06-17
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$13,218.29
2026-06-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$14,476.11
2026-06-17
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI JEPQ SPYI QQQI
2026 (YTD) −2.33% +4.98% +2.56% +7.01%
2025 +5.28% +12.19% +13.63% +15.54%
2024 +9.43% +21.40% +15.70% +17.09%
2023 +6.27% +31.87% +14.27%
2022 −9.35% −15.03% −2.66%
2021 +13.54%
2020 +16.76%

Drawdowns

Tue 2024-01-30💬 to Wed 2026-06-17 Current
Drawdown
Worst
Drawdown
JEPI
×
−6.41%
from 2026-02-27 peak
−14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
−1.35%
from 2026-06-15 peak
−20.43%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−2.01%
from 2026-06-02 peak
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
−2.59%
from 2026-06-02 peak
−20.36%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-17 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+4.16% +9.28%
+4.54%/yr
+17.34%
+5.48%/yr
+15.83%
+2.98%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
JEPQ
×
+22.05% +27.25%
+12.81%/yr
+57.62%
+16.38%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+15.77% +25.14%
+11.86%/yr
+39.06%
+11.62%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+21.71% +33.79%
+15.67%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund