OVL vs. JEPI vs. QQQI vs. JEPQ Stock Chart (Dividends Reinvested, Inflation Adjusted) | Total Real Returns

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

Total Real Returns

OVL vs. JEPI vs. QQQI vs. JEPQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Dividends Reinvested:

Growth of $10,000

Tue 2024-01-30^💬 to Thu 2026-09-10	Overall Return	Exponential Trendline
OVL ^×	+50.58% +16.97%/yr	+16.06%/yr R²=0.865
Overlay Shares Large Cap Equity ETF Exchange-Traded Fund
JEPI ^×	+13.49% +4.96%/yr	+5.05%/yr R²=0.697
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI ^×	+44.29% +15.07%/yr	+16.11%/yr R²=0.901
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ ^×	+40.61% +13.94%/yr	+13.59%/yr R²=0.869
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30^💬 to Thu 2026-09-10	Start Value	End Value
OVL ^×	$10,000.00 2024-01-30	$15,058.33 2026-09-10
JEPI ^×	$10,000.00 2024-01-30	$11,348.95 2026-09-10
QQQI ^×	$10,000.00 2024-01-30	$14,429.03 2026-09-10
JEPQ ^×	$10,000.00 2024-01-30	$14,060.99 2026-09-10

This Year’s Performance

through 2026-09-10

	YTD	YoY
OVL ^×	+9.48%	+15.87%
JEPI ^×	+0.29%	+3.64%
QQQI ^×	+6.66%	+12.58%
JEPQ ^×	+6.89%	+14.56%

Drawdowns

	Current Drawdown	Worst Drawdown
OVL ^×	−3.47% on 2026-09-10 from 2026-08-13 peak	−22.08% on 2025-04-08 from 2025-02-19 peak
JEPI ^×	−3.90% on 2026-09-10 from 2026-02-27 peak	−14.46% on 2025-04-08 from 2024-11-29 peak
QQQI ^×	−3.01% on 2026-09-10 from 2026-06-15 peak	−20.36% on 2025-04-08 from 2025-02-19 peak
JEPQ ^×	−1.17% on 2026-09-10 from 2026-08-17 peak	−20.43% on 2025-04-08 from 2025-02-19 peak

Rolling Returns

Period ending Thu 2026-09-10	1 yr	2 yr	3 yr	5 yr	10 yr
OVL ^×	+15.87%	+35.19% +16.27%/yr	+68.27% +18.94%/yr	+49.01% +8.30%/yr	—
JEPI ^×	+3.64%	+6.96% +3.42%/yr	+18.65% +5.87%/yr	+15.03% +2.84%/yr	—
QQQI ^×	+12.58%	+37.27% +17.16%/yr	—	—	—
JEPQ ^×	+14.56%	+33.67% +15.62%/yr	+56.22% +16.03%/yr	—	—

Annual Returns

Year	OVL	JEPI	QQQI	JEPQ
2026 (YTD)	+9.48%	+0.29%	+6.66%	+6.89%
2025	+14.75%	+5.28%	+15.54%	+12.19%
2024	+24.33%	+9.43%	+17.09%	+21.40%
2023	+23.86%	+6.27%	—	+31.87%
2022	−26.91%	−9.35%	—	−15.03%
2021	+23.69%	+13.54%	—	—
2020	+18.56%	+16.76%	—	—
2019	+10.76%	—	—	—