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

Tue 2022-08-30? to Fri 2025-10-03	YTD Return	TRR Price
SPYI ×	+9.80% 2025-10-03	1.413 TRR 2025-10-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	+2.59% 2025-10-03	1.434 TRR 2025-10-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Fri 2025-10-03	Overall Return	Exponential Trendline
SPYI ×	+41.32% +11.83%/yr	+12.64%/yr (R2=0.928)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	+22.70% +6.84%/yr	+7.80%/yr (R2=0.861)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2025-10-03	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$14,132.08 2025-10-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,269.79 2025-10-03
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	JEPI
2025 (YTD)	+9.80%	+2.59%
2024	+15.70%	+9.43%
2023	+14.26%	+6.25%
2022	−2.64%	−9.35%
2021	—	+13.54%
2020	—	+16.77%

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Drawdowns

Tue 2022-08-30? to Fri 2025-10-03	Current Drawdown	Worst Drawdown
SPYI ×	0.00%	−16.86% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−1.71%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund