All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SPYI,ULTY: Total Return Chart (with Dividends Reinvested)

Thu 2024-02-29? to Fri 2025-09-12 YTD
Return
TR
Price
SPYI
×
+11.41%
2025-09-12
1.528 TR
2025-09-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
+15.49%
2025-09-12
1.161 TR
2025-09-12
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-02-29? to Fri 2025-09-12 Overall
Return
Exponential
Trendline
SPYI
×
+26.03%
+16.26%/yr
+13.00%/yr
(R2=0.740)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
+16.11%
+10.21%/yr
+9.95%/yr
(R2=0.233)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-02-29? to Fri 2025-09-12 Start
Value
End
Value
SPYI
×
$10,000.00
2024-02-29
$12,603.13
2025-09-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
$10,000.00
2024-02-29
$11,610.70
2025-09-12
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SPYI ULTY
2025 (YTD) +11.41% +15.49%
2024 +19.03% +0.54%
2023 +18.10%
2022 −2.44%

Drawdowns

Thu 2024-02-29? to Fri 2025-09-12 Current
Drawdown
Worst
Drawdown
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ULTY
×
−0.73% −26.85%
2025-04-08
Tidal Trust II Exchange-Traded Fund