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

Tue 2022-08-30? to Mon 2025-08-04	YTD Return	TRR Price
SPYI ×	+4.89% 2025-08-04	1.35 TRR 2025-08-04
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+1.22% 2025-08-04	1.377 TRR 2025-08-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+0.30% 2025-08-04	1.402 TRR 2025-08-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Mon 2025-08-04	Overall Return	Exponential Trendline
SPYI ×	+35.00% +10.79%/yr	+12.44%/yr (R2=0.914)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+51.15% +15.14%/yr	+19.39%/yr (R2=0.906)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+19.97% +6.41%/yr	+8.06%/yr (R2=0.852)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Mon 2025-08-04	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$13,499.60 2025-08-04
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$15,114.80 2025-08-04
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$11,997.01 2025-08-04
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	JEPQ	JEPI
2025 (YTD)	+4.89%	+1.22%	+0.30%
2024	+15.69%	+21.39%	+9.43%
2023	+14.28%	+31.84%	+6.26%
2022	−2.65%	−15.02%	−9.35%
2021	—	—	+13.54%
2020	—	—	+16.75%

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Drawdowns

Tue 2022-08-30? to Mon 2025-08-04	Current Drawdown	Worst Drawdown
SPYI ×	−0.53%	−16.85% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	−2.31%	−20.44% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−3.90%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund