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

Total Real Returns

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

Tue 2024-01-30? to Tue 2025-07-08 YTD
Return
TRR
Price
SPYI
×
+3.50%
2025-07-08
1.332 TRR
2025-07-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+4.72%
2025-07-08
1.226 TRR
2025-07-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Tue 2025-07-08 Overall
Return
Exponential
Trendline
SPYI
×
+17.38%
+11.79%/yr
+9.13%/yr
(R2=0.539)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+22.61%
+15.23%/yr
+11.82%/yr
(R2=0.578)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Tue 2025-07-08 Start
Value
End
Value
SPYI
×
$10,000.00
2024-01-30
$11,737.51
2025-07-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$12,260.64
2025-07-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPYI QQQI
2025 (YTD) +3.50% +4.72%
2024 +15.69% +17.08%
2023 +14.27%
2022 −2.66%

Drawdowns

Tue 2024-01-30? to Tue 2025-07-08 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.47% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
−0.42% −20.36%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund