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

Total Real Returns

QQQI,SPYI,QQQ,SPY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2024-01-30? to Wed 2026-05-20 YTD
Return
1 Year
Return
QQQI
×
+5.93%
2026-05-20
+22.25%
2026-05-20
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+2.32%
2026-05-20
+16.53%
2026-05-20
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
+12.87%
2026-05-20
+32.59%
2026-05-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
+5.84%
2026-05-20
+21.74%
2026-05-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2024-01-30? to Wed 2026-05-20 Overall
Return
Exponential
Trendline
QQQI
×
+43.30%
+16.91%/yr
+15.76%/yr
(R2=0.865)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+31.88%
+12.77%/yr
+12.34%/yr
(R2=0.858)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
+56.86%
+21.59%/yr
+17.49%/yr
(R2=0.819)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
+43.38%
+16.94%/yr
+14.42%/yr
(R2=0.840)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Wed 2026-05-20 Start
Value
End
Value
QQQI
×
$10,000.00
2024-01-30
$14,329.51
2026-05-20
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
$10,000.00
2024-01-30
$13,187.52
2026-05-20
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
$10,000.00
2024-01-30
$15,685.80
2026-05-20
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
$10,000.00
2024-01-30
$14,337.77
2026-05-20
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year QQQI SPYI QQQ SPY
2026 (YTD) +5.93% +2.32% +12.87% +5.84%
2025 +15.54% +13.63% +17.63% +14.65%
2024 +17.09% +15.70% +22.06% +21.39%
2023 +14.27% +49.84% +22.09%
2022 −2.66% −36.68% −23.15%
2021 +19.04% +20.27%
2020 +46.63% +16.74%
2019 +35.86% +28.29%
2018 −2.00% −6.35%
2017 +29.92% +19.19%
2016 +4.92% +9.73%
2015 +8.64% +0.50%
2014 +18.29% +12.61%
2013 +34.61% +30.35%
2012 +16.10% +14.01%
2011 +0.40% −1.04%
2010 +18.14% +13.36%
2009 +50.60% +23.01%
2008 −41.78% −36.85%
2007 +14.35% +1.01%
2006 +4.51% +13.00%
2005 −1.79% +1.35%
2004 +7.04% +7.21%
2003 +46.91% +25.82%
2002 −38.82% −23.41%
2001 −34.36% −13.10%
2000 −38.21% −12.70%
1999 +75.08% +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 −2.22%
1993 +6.22%

Drawdowns

Tue 2024-01-30? to Wed 2026-05-20 Current
Drawdown
Worst
Drawdown
QQQI
×
−1.62%
from 2026-05-14 peak
−20.36%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
−1.47%
from 2026-05-14 peak
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
−0.98%
from 2026-05-14 peak
−23.54%
2025-04-08
from 2024-12-16 peak
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
−0.99%
from 2026-05-14 peak
−19.12%
2025-04-08
from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-20 1
Year
2
Years
3
Years
5
Years
10
Years
QQQI
×
+22.25% +37.27%
+17.17%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPYI
×
+16.53% +27.42%
+12.89%/yr
+43.01%
+12.65%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQ
×
+32.59% +49.08%
+22.11%/yr
+96.38%
+25.19%/yr
+79.76%
+12.45%/yr
+417.54%
+17.87%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
SPY
×
+21.74% +34.74%
+16.09%/yr
+67.54%
+18.75%/yr
+53.73%
+8.98%/yr
+205.22%
+11.81%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund