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

Total Real Returns

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

Tue 2022-08-30💬 to Wed 2026-06-17 YTD
Return
1 Year
Return
SPYI
×
+2.56%
2026-06-17
+15.77%
2026-06-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
−2.33%
2026-06-17
+4.16%
2026-06-17
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Returns

Tue 2022-08-30💬 to Wed 2026-06-17 Overall
Return
Exponential
Trendline
SPYI
×
+49.98%
+11.26%/yr
+12.95%/yr
(R2=0.955)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
+22.99%
+5.60%/yr
+7.22%/yr
(R2=0.887)
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30💬 to Wed 2026-06-17 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$14,997.84
2026-06-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2022-08-30
$12,299.39
2026-06-17
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Annual Returns

Year SPYI JEPI
2026 (YTD) +2.56% −2.33%
2025 +13.63% +5.28%
2024 +15.70% +9.43%
2023 +14.27% +6.27%
2022 −2.66% −9.35%
2021 +13.54%
2020 +16.76%

Drawdowns

Tue 2022-08-30💬 to Wed 2026-06-17 Current
Drawdown
Worst
Drawdown
SPYI
×
−2.01%
from 2026-06-02 peak
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
−6.41%
from 2026-02-27 peak
−14.46%
2025-04-08
from 2024-11-29 peak
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-17 1
Year
2
Years
3
Years
5
Years
10
Years
SPYI
×
+15.77% +25.14%
+11.86%/yr
+39.06%
+11.62%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
+4.16% +9.28%
+4.54%/yr
+17.34%
+5.48%/yr
+15.83%
+2.98%/yr
JPMorgan Equity Premium Income ETF NYSE Exchange-Traded Fund