All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2024-01-30? to Fri 2025-06-06 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.83%
2025-06-06 |
1.386 TRR
2025-06-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+1.69%
2025-06-06 |
1.191 TRR
2025-06-06 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+0.93%
2025-06-06 |
1.299 TRR
2025-06-06 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
+1.90%
2025-06-06 |
6.262 TRR
2025-06-06 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+6.60%
+4.85%/yr |
+5.58%/yr
(R2=0.355) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
+19.08%
+13.81%/yr |
+11.26%/yr
(R2=0.517) |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
+14.47%
+10.53%/yr |
+8.98%/yr
(R2=0.490) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
+20.38%
+14.73%/yr |
+10.77%/yr
(R2=0.383) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2024-01-30? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2024-01-30 |
$10,660.20
2025-06-06 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × |
$10,000.00
2024-01-30 |
$11,907.76
2025-06-06 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2024-01-30 |
$11,447.34
2025-06-06 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × |
$10,000.00
2024-01-30 |
$12,038.44
2025-06-06 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | JEPI | QQQI | SPYI | QQQ |
|---|---|---|---|---|
| 2025 (YTD) | −0.83% | +1.69% | +0.93% | +1.90% |
| 2024 | +9.43% | +17.10% | +15.71% | +22.06% |
| 2023 | +6.28% | — | +14.27% | +49.84% |
| 2022 | −9.37% | — | −2.67% | −36.67% |
| 2021 | +13.56% | — | — | +19.04% |
| 2020 | +16.74% | — | — | +46.63% |
| 2019 | — | — | — | +35.86% |
| 2018 | — | — | — | −1.99% |
| 2017 | — | — | — | +29.92% |
| 2016 | — | — | — | +4.92% |
| 2015 | — | — | — | +8.64% |
| 2014 | — | — | — | +18.30% |
| 2013 | — | — | — | +34.60% |
| 2012 | — | — | — | +16.11% |
| 2011 | — | — | — | +0.40% |
| 2010 | — | — | — | +18.13% |
| 2009 | — | — | — | +50.59% |
| 2008 | — | — | — | −41.77% |
| 2007 | — | — | — | +14.34% |
| 2006 | — | — | — | +4.51% |
| 2005 | — | — | — | −1.78% |
| 2004 | — | — | — | +7.04% |
| 2003 | — | — | — | +46.89% |
| 2002 | — | — | — | −38.82% |
| 2001 | — | — | — | −34.36% |
| 2000 | — | — | — | −38.21% |
| 1999 | — | — | — | +75.08% |
| Tue 2024-01-30? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.97% |
−14.47%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| QQQI × | −2.31% |
−20.35%
2025-04-08 |
||||
| NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund | ||||||
| SPYI × | −2.22% |
−16.85%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| QQQ × | −3.07% |
−23.54%
2025-04-08 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||