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 Wed 2026-09-02 Overall
Return 		Exponential
Trendline
SPYI × 		+37.83%
+13.19%/yr 		+12.65%/yr
R2=0.898
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI × 		+44.50%
+15.27%/yr 		+16.13%/yr
R2=0.899
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Wed 2026-09-02 Start
Value 		End
Value
SPYI × 		$10,000.00
2024-01-30 		$13,783.35
2026-09-02
QQQI × 		$10,000.00
2024-01-30 		$14,449.79
2026-09-02

This Year’s Performance

through 2026-09-02

  YTD YoY
SPYI × 		+6.94% +14.29%
QQQI × 		+6.82% +15.03%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−0.72%
on 2026-09-02
from 2026-08-13 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak
QQQI × 		−2.87%
on 2026-09-02
from 2026-06-15 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-09-02 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+14.29% +25.99%
+12.25%/yr 		+42.70%
+12.58%/yr 		— —
QQQI × 		+15.03% +33.17%
+15.40%/yr 		— — —

Annual Returns

Year SPYI QQQI
2026 (YTD) +6.94% +6.82%
2025 +13.63% +15.54%
2024 +15.70% +17.09%
2023 +14.27% —
2022 −2.66% —