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 2026-08-10 Overall
Return 		Exponential
Trendline
SPYI × 		+37.87%
+13.55%/yr 		+12.51%/yr
R2=0.889
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI × 		+45.31%
+15.94%/yr 		+16.11%/yr
R2=0.892
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Mon 2026-08-10 Start
Value 		End
Value
SPYI × 		$10,000.00
2024-01-30 		$13,786.87
2026-08-10
QQQI × 		$10,000.00
2024-01-30 		$14,530.92
2026-08-10

This Year’s Performance

through 2026-08-10

  YTD YoY
SPYI × 		+6.97% +14.84%
QQQI × 		+7.42% +14.56%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−0.01%
on 2026-08-10
from 2026-08-07 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak
QQQI × 		−2.32%
on 2026-08-10
from 2026-06-15 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Mon 2026-08-10 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+14.84% +32.50%
+15.11%/yr 		+44.18%
+12.97%/yr 		— —
QQQI × 		+14.56% +41.21%
+18.83%/yr 		— — —

Annual Returns

Year SPYI QQQI
2026 (YTD) +6.97% +7.42%
2025 +13.63% +15.54%
2024 +15.70% +17.09%
2023 +14.27% —
2022 −2.66% —