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

Tue 2022-08-30? to Fri 2026-05-01?	YTD Return	TRR Price
SPYI ×	+1.87% 2026-05-01	1.49 TRR 2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+2.83% 2026-05-01	1.569 TRR 2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−0.19% 2026-05-01	1.469 TRR 2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Returns

Tue 2022-08-30? to Fri 2026-05-01?	Overall Return	Exponential Trendline
SPYI ×	+48.98% +11.48%/yr	+12.93%/yr (R2=0.951)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+72.30% +15.99%/yr	+18.25%/yr (R2=0.938)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+25.69% +6.43%/yr	+7.53%/yr (R2=0.898)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Growth of $10,000

Tue 2022-08-30? to Fri 2026-05-01?	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$14,897.63 2026-05-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$17,230.05 2026-05-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$12,569.06 2026-05-01
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

---

Annual Returns

Year	SPYI	JEPQ	JEPI
2026 (YTD)	+1.87%	+2.83%	−0.19%
2025	+13.63%	+12.19%	+5.28%
2024	+15.70%	+21.40%	+9.43%
2023	+14.27%	+31.87%	+6.27%
2022	−2.66%	−15.03%	−9.35%
2021	—	—	+13.54%
2020	—	—	+16.76%

---

Drawdowns

Tue 2022-08-30? to Fri 2026-05-01?	Current Drawdown	Worst Drawdown
SPYI ×	0.00%	−16.85% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	0.00%	−20.43% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−4.36%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund