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

Thu 2024-03-07? to Wed 2026-04-08	YTD Return	TRR Price
SPYI ×	−1.30% 2026-04-08	1.444 TRR 2026-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	−0.97% 2026-04-08	1.245 TRR 2026-04-08
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	+1.46% 2026-04-08	1.493 TRR 2026-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Returns

Thu 2024-03-07? to Wed 2026-04-08	Overall Return	Exponential Trendline
SPYI ×	+24.07% +10.89%/yr	+12.44%/yr (R2=0.823)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	+24.49% +11.07%/yr	+11.32%/yr (R2=0.674)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	+12.74% +5.92%/yr	+5.71%/yr (R2=0.633)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2024-03-07? to Wed 2026-04-08	Start Value	End Value
SPYI ×	$10,000.00 2024-03-07	$12,407.32 2026-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	$10,000.00 2024-03-07	$12,449.05 2026-04-08
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	$10,000.00 2024-03-07	$11,273.97 2026-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	XDTE	JEPI
2026 (YTD)	−1.30%	−0.97%	+1.46%
2025	+13.62%	+9.70%	+5.28%
2024	+15.71%	+14.60%	+9.41%
2023	+14.25%	—	+6.27%
2022	−2.64%	—	−9.34%
2021	—	—	+13.54%
2020	—	—	+16.77%

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Drawdowns

Thu 2024-03-07? to Wed 2026-04-08	Current Drawdown	Worst Drawdown
SPYI ×	−2.72%	−16.85% 2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE ×	−3.10%	−20.03% 2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
JEPI ×	−2.78%	−14.46% 2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund