All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2022-08-30? to Wed 2026-04-22 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| JEPI × |
−0.05%
2026-04-22 |
1.471 TRR
2026-04-22 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
+0.10%
2026-04-22 |
1.464 TRR
2026-04-22 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Wed 2026-04-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| JEPI × |
+25.88%
+6.52%/yr |
+7.57%/yr
(R2=0.897) |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
+46.37%
+11.02%/yr |
+12.93%/yr
(R2=0.950) |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Tue 2022-08-30? to Wed 2026-04-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| JEPI × |
$10,000.00
2022-08-30 |
$12,587.87
2026-04-22 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × |
$10,000.00
2022-08-30 |
$14,637.44
2026-04-22 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| Year | JEPI | SPYI |
|---|---|---|
| 2026 (YTD) | −0.05% | +0.10% |
| 2025 | +5.29% | +13.63% |
| 2024 | +9.43% | +15.69% |
| 2023 | +6.28% | +14.29% |
| 2022 | −9.35% | −2.67% |
| 2021 | +13.54% | — |
| 2020 | +16.76% | — |
| Tue 2022-08-30? to Wed 2026-04-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| JEPI × | −4.23% |
−14.45%
2025-04-08 |
||||
| JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
| SPYI × | −1.34% |
−16.84%
2025-04-08 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||