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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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