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

Thu 2024-03-07? to Tue 2025-08-05	YTD Return	TRR Price
SPYI ×	+4.49% 2025-08-05	1.345 TRR 2025-08-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	+0.71% 2025-08-05	1.154 TRR 2025-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	−0.30% 2025-08-05	1.393 TRR 2025-08-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Tue 2025-08-05	Overall Return	Exponential Trendline
SPYI ×	+15.57% +10.79%/yr	+9.20%/yr (R2=0.529)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	+15.42% +10.68%/yr	+8.52%/yr (R2=0.301)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	+5.23% +3.68%/yr	+4.64%/yr (R2=0.301)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Tue 2025-08-05	Start Value	End Value
SPYI ×	$10,000.00 2024-03-07	$11,557.23 2025-08-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	$10,000.00 2024-03-07	$11,541.71 2025-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2024-03-07	$10,523.34 2025-08-05
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	XDTE	JEPI
2025 (YTD)	+4.49%	+0.71%	−0.30%
2024	+15.69%	+14.60%	+9.45%
2023	+14.28%	—	+6.26%
2022	−2.68%	—	−9.36%
2021	—	—	+13.56%
2020	—	—	+16.75%

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Drawdowns

Thu 2024-03-07? to Tue 2025-08-05	Current Drawdown	Worst Drawdown
SPYI ×	−0.90%	−16.85% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	−3.08%	−20.02% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	−4.46%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund