All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2022-08-30? 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 | ||||||
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 2022-08-30? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
JEPI × |
+14.69%
+5.30%/yr |
+8.86%/yr
(R2=0.861) |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPYI × |
+21.90%
+7.75%/yr |
+12.94%/yr
(R2=0.905) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
JEPI × |
$10,000.00
2022-08-30 |
$11,468.50
2025-04-25 |
||||
JPMorgan Equity Premium Income ETF Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$12,190.18
2025-04-25 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Year | JEPI | SPYI |
---|---|---|
2025 (YTD) | −4.10% | −5.27% |
2024 | +9.43% | +15.70% |
2023 | +6.27% | +14.28% |
2022 | −9.36% | −2.68% |
2021 | +13.55% | — |
2020 | +16.74% | — |
Tue 2022-08-30? 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 | ||||||
SPYI × | −8.23% |
−16.82%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||