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

Tue 2024-01-30💬 to Thu 2026-05-28	YTD Return	1 Year Return
SPY ×	+7.66% 2026-05-28	+24.97% 2026-05-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX ×	+2.93% 2026-05-28	+6.99% 2026-05-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI ×	+4.55% 2026-05-28	+19.46% 2026-05-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI ×	+9.10% 2026-05-28	+25.97% 2026-05-28
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−2.13% 2026-05-28	+5.11% 2026-05-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+5.57% 2026-05-28	+24.43% 2026-05-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+16.40% 2026-05-28	+25.24% 2026-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Tue 2024-01-30💬 to Thu 2026-05-28	Overall Return	Exponential Trendline
SPY ×	+45.84% +17.63%/yr	+14.51%/yr (R2=0.844)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX ×	+27.31% +10.95%/yr	+7.68%/yr (R2=0.332)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI ×	+34.75% +13.69%/yr	+12.40%/yr (R2=0.862)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI ×	+47.59% +18.23%/yr	+15.88%/yr (R2=0.868)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+10.75% +4.49%/yr	+5.39%/yr (R2=0.666)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+38.88% +15.18%/yr	+13.21%/yr (R2=0.820)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+27.27% +10.93%/yr	+7.16%/yr (R2=0.509)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2024-01-30💬 to Thu 2026-05-28	Start Value	End Value
SPY ×	$10,000.00 2024-01-30	$14,584.01 2026-05-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX ×	$10,000.00 2024-01-30	$12,731.16 2026-05-28
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI ×	$10,000.00 2024-01-30	$13,475.48 2026-05-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI ×	$10,000.00 2024-01-30	$14,759.26 2026-05-28
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2024-01-30	$11,075.38 2026-05-28
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2024-01-30	$13,887.51 2026-05-28
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	$10,000.00 2024-01-30	$12,727.22 2026-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SPY	YMAX	SPYI	QQQI	JEPI	JEPQ	SCHD
2026 (YTD)	+7.66%	+2.93%	+4.55%	+9.10%	−2.13%	+5.57%	+16.40%
2025	+14.65%	+3.27%	+13.63%	+15.54%	+5.28%	+12.19%	+1.62%
2024	+21.39%	+23.10%	+15.70%	+17.09%	+9.43%	+21.40%	+8.53%
2023	+22.09%	—	+14.27%	—	+6.27%	+31.87%	+1.16%
2022	−23.15%	—	−2.66%	—	−9.35%	−15.03%	−9.13%
2021	+20.27%	—	—	—	+13.54%	—	+21.34%
2020	+16.74%	—	—	—	+16.76%	—	+13.48%
2019	+28.29%	—	—	—	—	—	+24.45%
2018	−6.35%	—	—	—	—	—	−7.33%
2017	+19.19%	—	—	—	—	—	+18.35%
2016	+9.73%	—	—	—	—	—	+14.09%
2015	+0.50%	—	—	—	—	—	−1.02%
2014	+12.61%	—	—	—	—	—	+10.85%
2013	+30.35%	—	—	—	—	—	+30.91%
2012	+14.01%	—	—	—	—	—	+9.50%
2011	−1.04%	—	—	—	—	—	+5.72%
2010	+13.36%	—	—	—	—	—	—
2009	+23.01%	—	—	—	—	—	—
2008	−36.85%	—	—	—	—	—	—
2007	+1.01%	—	—	—	—	—	—
2006	+13.00%	—	—	—	—	—	—
2005	+1.35%	—	—	—	—	—	—
2004	+7.21%	—	—	—	—	—	—
2003	+25.82%	—	—	—	—	—	—
2002	−23.41%	—	—	—	—	—	—
2001	−13.10%	—	—	—	—	—	—
2000	−12.70%	—	—	—	—	—	—
1999	+17.24%	—	—	—	—	—	—
1998	+26.65%	—	—	—	—	—	—
1997	+31.24%	—	—	—	—	—	—
1996	+18.63%	—	—	—	—	—	—
1995	+34.61%	—	—	—	—	—	—
1994	−2.22%	—	—	—	—	—	—
1993	+6.22%	—	—	—	—	—	—

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Drawdowns

Tue 2024-01-30💬 to Thu 2026-05-28	Current Drawdown	Worst Drawdown
SPY ×	—	−19.12% 2025-04-08 from 2025-02-19 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX ×	−8.57% from 2025-10-08 peak	−27.34% 2026-03-30 from 2025-10-08 peak
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI ×	—	−16.85% 2025-04-08 from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI ×	—	−20.36% 2025-04-08 from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−6.22% from 2026-02-27 peak	−14.46% 2025-04-08 from 2024-11-29 peak
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	—	−20.43% 2025-04-08 from 2025-02-19 peak
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	−0.67% from 2026-05-22 peak	−17.32% 2025-04-08 from 2024-11-29 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Rolling Returns

Period ending Thu 2026-05-28	1 Year	2 Years	3 Years	5 Years	10 Years
SPY ×	+24.97%	+37.18% +17.14%/yr	+69.94% +19.29%/yr	+54.92% +9.15%/yr	+203.73% +11.75%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
YMAX ×	+6.99%	+16.21% +7.81%/yr	—	—	—
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI ×	+19.46%	+30.10% +14.07%/yr	+45.53% +13.29%/yr	—	—
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI ×	+25.97%	+40.66% +18.61%/yr	—	—	—
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+5.11%	+9.64% +4.71%/yr	+19.68% +6.16%/yr	+15.79% +2.98%/yr	—
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
JEPQ ×	+24.43%	+30.71% +14.34%/yr	+60.60% +17.07%/yr	—	—
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
SCHD ×	+25.24%	+28.19% +13.23%/yr	+41.47% +12.23%/yr	+22.41% +4.13%/yr	+141.75% +9.23%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund