All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2024-01-30? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.55%
2026-04-02 |
1.463 TRR
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
−2.81%
2026-04-02 |
1.483 TRR
2026-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
−3.49%
2026-04-02 |
1.411 TRR
2026-04-02 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
−4.36%
2026-04-02 |
1.294 TRR
2026-04-02 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+12.54%
+5.59%/yr |
+5.82%/yr
(R2=0.669) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
+27.85%
+11.98%/yr |
+13.04%/yr
(R2=0.788) |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+24.39%
+10.58%/yr |
+12.45%/yr
(R2=0.842) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+29.40%
+12.61%/yr |
+15.77%/yr
(R2=0.849) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$11,253.99
2026-04-02 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × |
$10,000.00
2024-01-30 |
$12,785.19
2026-04-02 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$12,439.33
2026-04-02 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$12,940.27
2026-04-02 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | JEPQ | SPYI | QQQI |
|---|---|---|---|---|
| 2026 (YTD) | −0.55% | −2.81% | −3.49% | −4.36% |
| 2025 | +5.29% | +12.20% | +13.63% | +15.55% |
| 2024 | +9.44% | +21.38% | +15.72% | +17.10% |
| 2023 | +6.26% | +31.87% | +14.26% | — |
| 2022 | −9.35% | −15.02% | −2.67% | — |
| 2021 | +13.54% | — | — | — |
| 2020 | +16.74% | — | — | — |
| Tue 2024-01-30? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.71% |
−14.45%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| JEPQ × | −5.48% |
−20.43%
2025-04-08 |
||||
| JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | −4.88% |
−16.84%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQI × | −6.28% |
−20.36%
2025-04-08 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||