All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SPYI vs. QQQI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2024-01-30💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
SPYI × 		+39.08%
+13.24%/yr 		+12.69%/yr
R2=0.905
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI × 		+50.25%
+16.59%/yr 		+16.10%/yr
R2=0.905
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Fri 2026-09-25 Start
Value 		End
Value
SPYI × 		$10,000.00
2024-01-30 		$13,907.98
2026-09-25
QQQI × 		$10,000.00
2024-01-30 		$15,025.20
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
SPYI × 		+7.91% +12.80%
QQQI × 		+11.08% +15.53%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−0.17%
on 2026-09-25
from 2026-09-21 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak
QQQI × 		−0.15%
on 2026-09-25
from 2026-09-22 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+12.80% +25.71%
+12.12%/yr 		+49.00%
+14.22%/yr 		— —
QQQI × 		+15.53% +36.05%
+16.64%/yr 		— — —

Annual Returns

Year SPYI QQQI
2026 (YTD) +7.91% +11.08%
2025 +13.63% +15.53%
2024 +15.70% +17.08%
2023 +14.27% —
2022 −2.66% —