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

Tue 2022-08-30? to Fri 2025-06-27	YTD Return	TRR Price
SPYI ×	+2.95% 2025-06-27	1.325 TRR 2025-06-27
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	−0.77% 2025-06-27	1.35 TRR 2025-06-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+0.14% 2025-06-27	1.399 TRR 2025-06-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Fri 2025-06-27	Overall Return	Exponential Trendline
SPYI ×	+32.50% +10.47%/yr	+12.43%/yr (R2=0.906)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	+48.20% +14.94%/yr	+19.84%/yr (R2=0.904)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	+19.76% +6.59%/yr	+8.23%/yr (R2=0.847)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Fri 2025-06-27	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$13,249.80 2025-06-27
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	$10,000.00 2022-08-30	$14,819.77 2025-06-27
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	$10,000.00 2022-08-30	$11,976.33 2025-06-27
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	JEPQ	JEPI
2025 (YTD)	+2.95%	−0.77%	+0.14%
2024	+15.70%	+21.40%	+9.44%
2023	+14.28%	+31.84%	+6.25%
2022	−2.66%	−15.02%	−9.35%
2021	—	—	+13.56%
2020	—	—	+16.74%

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Drawdowns

Tue 2022-08-30? to Fri 2025-06-27	Current Drawdown	Worst Drawdown
SPYI ×	−0.28%	−16.86% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPQ ×	−4.22%	−20.44% 2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
JEPI ×	−4.05%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund