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 Fri 2026-05-22 YTD
Return
1 Year
Return
SPYI
×
+3.76%
2026-05-22
+19.27%
2026-05-22
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+7.66%
2026-05-22
+25.17%
2026-05-22
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
SPYI
×
+33.74%
+13.42%/yr
+12.36%/yr
(R2=0.860)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+45.64%
+17.69%/yr
+15.81%/yr
(R2=0.866)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2026-05-22 Start
Value
End
Value
SPYI
×
$10,000.00
2024-01-30
$13,373.55
2026-05-22
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$14,563.99
2026-05-22
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SPYI QQQI
2026 (YTD) +3.76% +7.66%
2025 +13.63% +15.54%
2024 +15.70% +17.09%
2023 +14.27%
2022 −2.66%

Drawdowns

Tue 2024-01-30? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.08%
from 2026-05-14 peak
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
−0.01%
from 2026-05-14 peak
−20.36%
2025-04-08
from 2025-02-19 peak
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
SPYI
×
+19.27% +29.23%
+13.69%/yr
+45.04%
+13.19%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QQQI
×
+25.17% +39.41%
+18.09%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund