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

Total Real Returns

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

Thu 2024-08-15? to Tue 2025-12-23 YTD
Return
TRR
Price
JEPI
×
+5.38%
2025-12-23
1.473 TRR
2025-12-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+16.51%
2025-12-23
1.364 TRR
2025-12-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+12.86%
2025-12-23
1.535 TRR
2025-12-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
TSPY
×
+15.12%
2025-12-23
1.218 TRR
2025-12-23
TappAlpha SPY Growth & Daily Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+14.11%
2025-12-23
1.468 TRR
2025-12-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+13.74%
2025-12-23
1.532 TRR
2025-12-23
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2024-08-15? to Tue 2025-12-23 Overall
Return
Exponential
Trendline
JEPI
×
+8.58%
+6.26%/yr
+1.80%/yr
(R2=0.079)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
+26.81%
+19.16%/yr
+17.21%/yr
(R2=0.668)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+24.58%
+17.61%/yr
+12.27%/yr
(R2=0.496)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
TSPY
×
+21.82%
+15.68%/yr
+11.08%/yr
(R2=0.421)
TappAlpha SPY Growth & Daily Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+20.34%
+14.64%/yr
+11.41%/yr
(R2=0.569)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
+21.25%
+15.28%/yr
+11.93%/yr
(R2=0.554)
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2024-08-15? to Tue 2025-12-23 Start
Value
End
Value
JEPI
×
$10,000.00
2024-08-15
$10,858.22
2025-12-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-08-15
$12,681.41
2025-12-23
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-08-15
$12,457.88
2025-12-23
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
TSPY
×
$10,000.00
2024-08-15
$12,181.73
2025-12-23
TappAlpha SPY Growth & Daily Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-08-15
$12,033.82
2025-12-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
$10,000.00
2024-08-15
$12,124.60
2025-12-23
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI QQQI JEPQ TSPY SPYI GPIX
2025 (YTD) +5.38% +16.51% +12.86% +15.12% +14.11% +13.74%
2024 +9.43% +17.10% +21.40% +5.82% +15.68% +18.34%
2023 +6.27% +31.86% +14.27% +13.81%
2022 −9.36% −15.03% −2.67%
2021 +13.55%
2020 +16.76%

Drawdowns

Thu 2024-08-15? to Tue 2025-12-23 Current
Drawdown
Worst
Drawdown
JEPI
×
−0.03% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI
×
−0.20% −20.35%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
0.00% −20.42%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
TSPY
×
0.00% −18.41%
2025-04-08
TappAlpha SPY Growth & Daily Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
0.00% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
GPIX
×
0.00% −17.88%
2025-04-08
Goldman Sachs S&P 500 Core Premium Income ETF NASDAQ Exchange-Traded Fund