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

Tue 2022-08-30? to Thu 2025-03-20	YTD Return	TRR Price
SPYI ×	−3.19% 2025-03-20	1.246 TRR 2025-03-20
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−0.59% 2025-03-20	1.389 TRR 2025-03-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Thu 2025-03-20	Overall Return	Exponential Trendline
SPYI ×	+24.57% +8.98%/yr	+13.88%/yr (R2=0.944)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	+18.89% +7.01%/yr	+9.52%/yr (R2=0.903)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Thu 2025-03-20	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$12,457.26 2025-03-20
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$11,889.14 2025-03-20
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	JEPI
2025 (YTD)	−3.19%	−0.59%
2024	+15.69%	+9.44%
2023	+14.26%	+6.26%
2022	−2.65%	−9.35%
2021	—	+13.55%
2020	—	+16.76%

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Drawdowns

Tue 2022-08-30? to Thu 2025-03-20	Current Drawdown	Worst Drawdown
SPYI ×	−6.24%	−10.35% 2022-10-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI ×	−4.74%	−9.34% 2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund