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

Total Real Returns

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

Tue 2024-01-30? to Fri 2026-05-01? YTD
Return
TRR
Price
JEPI
×
−0.19%
2026-05-01
1.469 TRR
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+1.87%
2026-05-01
1.49 TRR
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+2.83%
2026-05-01
1.569 TRR
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+3.96%
2026-05-01
1.963 TRR
2026-05-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
+3.94%
2026-05-01
1.406 TRR
2026-05-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
JEPI
×
+12.95%
+5.56%/yr
+5.69%/yr
(R2=0.680)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
+31.30%
+12.86%/yr
+12.30%/yr
(R2=0.850)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+35.28%
+14.37%/yr
+13.03%/yr
(R2=0.804)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+25.02%
+10.43%/yr
+8.49%/yr
(R2=0.682)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
+40.61%
+16.35%/yr
+15.57%/yr
(R2=0.856)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-01? Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$11,294.91
2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$13,129.98
2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$13,527.89
2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
$10,000.00
2024-01-30
$12,502.24
2026-05-01
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$14,060.80
2026-05-01
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI SPYI JEPQ QYLD QQQI
2026 (YTD) −0.19% +1.87% +2.83% +3.96% +3.94%
2025 +5.28% +13.63% +12.19% +6.46% +15.54%
2024 +9.43% +15.70% +21.40% +16.01% +17.09%
2023 +6.27% +14.27% +31.87% +18.81%
2022 −9.35% −2.66% −15.03% −23.98%
2021 +13.54% +3.15%
2020 +16.76% +7.26%
2019 +19.95%
2018 −4.88%
2017 +16.33%
2016 +2.64%
2015 +6.39%
2014 +3.47%
2013 +2.00%

Drawdowns

Tue 2024-01-30? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
JEPI
×
−4.36% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
SPYI
×
0.00% −16.85%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
0.00% −20.43%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
0.00% −19.41%
2025-04-08
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
0.00% −20.36%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund