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 Thu 2026-04-02 YTD
Return
TRR
Price
SPYI
×
−3.49%
2026-04-02
1.411 TRR
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
−4.36%
2026-04-02
1.294 TRR
2026-04-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SPYI
×
+24.39%
+10.58%/yr
+12.45%/yr
(R2=0.842)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+29.40%
+12.61%/yr
+15.77%/yr
(R2=0.849)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Thu 2026-04-02 Start
Value
End
Value
SPYI
×
$10,000.00
2024-01-30
$12,439.33
2026-04-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$12,940.27
2026-04-02
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPYI QQQI
2026 (YTD) −3.49% −4.36%
2025 +13.63% +15.55%
2024 +15.72% +17.10%
2023 +14.26%
2022 −2.67%

Drawdowns

Tue 2024-01-30? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SPYI
×
−4.88% −16.84%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
−6.28% −20.36%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund