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 | ||||||
QQQ × |
−8.79%
2025-04-25 |
5.605 TRR
2025-04-25 |
||||
Invesco QQQ Trust NASDAQ 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 | ||||||
QQQ × |
+7.76%
+6.24%/yr |
+11.70%/yr
(R2=0.370) |
||||
Invesco QQQ Trust NASDAQ 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 | ||||||
QQQ × |
$10,000.00
2024-01-30 |
$10,776.25
2025-04-25 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
Year | JEPI | QQQI | SPYI | QQQ |
---|---|---|---|---|
2025 (YTD) | −4.10% | −6.63% | −5.27% | −8.79% |
2024 | +9.43% | +17.09% | +15.70% | +22.06% |
2023 | +6.27% | — | +14.28% | +49.84% |
2022 | −9.36% | — | −2.68% | −36.68% |
2021 | +13.55% | — | — | +19.04% |
2020 | +16.74% | — | — | +46.62% |
2019 | — | — | — | +35.86% |
2018 | — | — | — | −2.00% |
2017 | — | — | — | +29.92% |
2016 | — | — | — | +4.92% |
2015 | — | — | — | +8.64% |
2014 | — | — | — | +18.29% |
2013 | — | — | — | +34.61% |
2012 | — | — | — | +16.10% |
2011 | — | — | — | +0.40% |
2010 | — | — | — | +18.14% |
2009 | — | — | — | +50.58% |
2008 | — | — | — | −41.78% |
2007 | — | — | — | +14.34% |
2006 | — | — | — | +4.53% |
2005 | — | — | — | −1.79% |
2004 | — | — | — | +7.02% |
2003 | — | — | — | +46.90% |
2002 | — | — | — | −38.82% |
2001 | — | — | — | −34.36% |
2000 | — | — | — | −38.21% |
1999 | — | — | — | +75.08% |
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 | ||||||
QQQ × | −13.23% |
−23.52%
2025-04-08 |
||||
Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||