All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2024-01-30? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
JEPI × |
−4.10%
2025-04-25 |
1.34 TRR
2025-04-25 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × |
−6.63%
2025-04-25 |
1.093 TRR
2025-04-25 |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × |
−5.27%
2025-04-25 |
1.219 TRR
2025-04-25 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+3.07%
+2.48%/yr |
+7.16%/yr
(R2=0.443) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × |
+9.33%
+7.49%/yr |
+12.02%/yr
(R2=0.493) |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × |
+7.44%
+5.99%/yr |
+10.16%/yr
(R2=0.501) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2024-01-30? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2024-01-30 |
$10,307.46
2025-04-25 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × |
$10,000.00
2024-01-30 |
$10,932.81
2025-04-25 |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2024-01-30 |
$10,744.22
2025-04-25 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Year | JEPI | QQQI | SPYI |
---|---|---|---|
2025 (YTD) | −4.10% | −6.63% | −5.27% |
2024 | +9.43% | +17.09% | +15.70% |
2023 | +6.27% | — | +14.28% |
2022 | −9.36% | — | −2.68% |
2021 | +13.55% | — | — |
2020 | +16.74% | — | — |
Tue 2024-01-30? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
JEPI × | −8.11% |
−14.42%
2025-04-08 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
QQQI × | −10.30% |
−20.33%
2025-04-08 |
||||
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
SPYI × | −8.23% |
−16.82%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||