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 Mon 2026-07-20 Overall
Return 		Exponential
Trendline
SPYI × 		+33.80%
+12.51%/yr 		+12.48%/yr
R2=0.882
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI × 		+41.66%
+15.14%/yr 		+16.25%/yr
R2=0.888
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Mon 2026-07-20 Start
Value 		End
Value
SPYI × 		$10,000.00
2024-01-30 		$13,379.98
2026-07-20
QQQI × 		$10,000.00
2024-01-30 		$14,165.82
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
SPYI × 		+3.81% +13.03%
QQQI × 		+4.72% +14.08%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−1.41%
on 2026-07-20
from 2026-07-15 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak
QQQI × 		−4.78%
on 2026-07-20
from 2026-06-15 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+13.03% +25.39%
+11.98%/yr 		+38.18%
+11.38%/yr 		— —
QQQI × 		+14.08% +32.05%
+14.91%/yr 		— — —

Annual Returns

Year SPYI QQQI
2026 (YTD) +3.81% +4.72%
2025 +13.63% +15.54%
2024 +15.70% +17.09%
2023 +14.27% —
2022 −2.66% —