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 2024-01-30šŸ’¬ to Mon 2026-06-08 YTD
Return
1 Year
Return
JEPI
×
āˆ’3.04%
2026-06-08
+2.98%
2026-06-08
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
+2.71%
2026-06-08
+15.68%
2026-06-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+4.13%
2026-06-08
+21.09%
2026-06-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+3.75%
2026-06-08
+17.81%
2026-06-08
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
+6.54%
2026-06-08
+21.09%
2026-06-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30šŸ’¬ to Mon 2026-06-08 Overall
Return
Exponential
Trendline
JEPI
×
+9.72%
+4.02%/yr
+5.27%/yr
(R2=0.658)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
+32.38%
+12.65%/yr
+12.45%/yr
(R2=0.866)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+36.98%
+14.30%/yr
+13.31%/yr
(R2=0.827)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+24.78%
+9.86%/yr
+8.86%/yr
(R2=0.720)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
+44.12%
+16.79%/yr
+16.04%/yr
(R2=0.872)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30šŸ’¬ to Mon 2026-06-08 Start
Value
End
Value
JEPI
×
$10,000.00
2024-01-30
$10,971.77
2026-06-08
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$13,237.68
2026-06-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$13,697.83
2026-06-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
$10,000.00
2024-01-30
$12,477.52
2026-06-08
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$14,412.06
2026-06-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year JEPI SPYI JEPQ QYLD QQQI
2026 (YTD) āˆ’3.04% +2.71% +4.13% +3.75% +6.54%
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 āˆ’9.35% āˆ’2.66% āˆ’15.03% āˆ’23.98%
2021 +13.54% +3.15%
2020 +16.76% +7.26%
2019 +19.95%
2018 āˆ’4.88%
2017 +16.33%
2016 +2.64%
2015 +6.39%
2014 +3.47%
2013 +2.00%

Drawdowns

Tue 2024-01-30šŸ’¬ to Mon 2026-06-08 Current
Drawdown
Worst
Drawdown
JEPI
×
āˆ’7.10%
from 2026-02-27 peak
āˆ’14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
āˆ’2.17%
from 2026-06-02 peak
āˆ’16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
āˆ’2.08%
from 2026-06-02 peak
āˆ’20.43%
2025-04-08
from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
āˆ’0.89%
from 2026-06-02 peak
āˆ’19.41%
2025-04-08
from 2025-02-20 peak
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
āˆ’3.32%
from 2026-06-02 peak
āˆ’20.36%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-08 1
Year
2
Years
3
Years
5
Years
10
Years
JEPI
×
+2.98% +8.09%
+3.97%/yr
+17.11%
+5.41%/yr
+14.70%
+2.78%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund
SPYI
×
+15.68% +26.76%
+12.59%/yr
+40.73%
+12.06%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ
×
+21.09% +28.03%
+13.15%/yr
+57.82%
+16.43%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
QYLD
×
+17.81% +22.12%
+10.51%/yr
+32.96%
+9.96%/yr
+19.89%
+3.69%/yr
+81.77%
+6.16%/yr
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
QQQI
×
+21.09% +36.02%
+16.63%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund