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

Tue 2022-08-30? to Tue 2026-03-31	YTD Return	TRR Price
SPYI ×	−4.15% 2026-03-31	1.402 TRR 2026-03-31
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−0.87% 2026-03-31	1.459 TRR 2026-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Tue 2022-08-30? to Tue 2026-03-31	Overall Return	Exponential Trendline
SPYI ×	+40.18% +9.88%/yr	+13.02%/yr (R2=0.949)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	+24.85% +6.39%/yr	+7.65%/yr (R2=0.896)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Tue 2022-08-30? to Tue 2026-03-31	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$14,017.60 2026-03-31
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,484.58 2026-03-31
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SPYI	JEPI
2026 (YTD)	−4.15%	−0.87%
2025	+13.63%	+5.28%
2024	+15.70%	+9.43%
2023	+14.26%	+6.27%
2022	−2.64%	−9.36%
2021	—	+13.56%
2020	—	+16.75%

---

Drawdowns

Tue 2022-08-30? to Tue 2026-03-31	Current Drawdown	Worst Drawdown
SPYI ×	−5.53%	−16.86% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−5.01%	−14.45% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund