All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2022-08-30💬 to Wed 2026-08-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPYI × |
+76.70%
+15.34%/yr |
+16.39%/yr
R2=0.975 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| VOO × |
+103.57%
+19.51%/yr |
+21.45%/yr
R2=0.969 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VYM × |
+77.07%
+15.40%/yr |
+15.88%/yr
R2=0.946 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2022-08-30💬 to Wed 2026-08-26 |
Start
Value |
End
Value |
|---|---|---|
| SPYI × |
$10,000.00
2022-08-30 |
$17,669.76
2026-08-26 |
| VOO × |
$10,000.00
2022-08-30 |
$20,356.58
2026-08-26 |
| VYM × |
$10,000.00
2022-08-30 |
$17,707.44
2026-08-26 |
| YTD | YoY | |
|---|---|---|
| SPYI × | +10.43% | +17.43% |
| VOO × | +12.97% | +20.14% |
| VYM × | +16.35% | +21.96% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPYI × |
−0.62%
on 2026-08-26 from 2026-08-13 peak |
−16.47%
on 2025-04-08 from 2025-02-19 peak |
| VOO × |
−1.50%
on 2026-08-26 from 2026-08-13 peak |
−18.69%
on 2025-04-08 from 2025-02-19 peak |
| VYM × |
−1.22%
on 2026-08-26 from 2026-08-13 peak |
−14.46%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Wed 2026-08-26 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPYI × | +17.43% |
+34.72% +16.07%/yr |
+59.41% +16.82%/yr |
— | — |
| VOO × | +20.14% |
+40.04% +18.34%/yr |
+81.20% +21.91%/yr |
+84.27% +13.00%/yr |
+316.66% +15.34%/yr |
| VYM × | +21.96% |
+38.02% +17.48%/yr |
+68.63% +19.03%/yr |
+78.21% +12.25%/yr |
+207.59% +11.89%/yr |
| Year | SPYI | VOO | VYM |
|---|---|---|---|
| 2026 (YTD) | +10.43% | +12.97% | +16.35% |
| 2025 | +16.67% | +17.82% | +15.43% |
| 2024 | +19.03% | +24.98% | +17.60% |
| 2023 | +18.10% | +26.32% | +6.59% |
| 2022 | −2.45% | −18.17% | −0.45% |
| 2021 | — | +28.79% | +26.20% |
| 2020 | — | +18.32% | +1.15% |
| 2019 | — | +31.37% | +24.06% |
| 2018 | — | −4.50% | −5.92% |
| 2017 | — | +21.77% | +16.42% |
| 2016 | — | +12.17% | +17.04% |
| 2015 | — | +1.33% | +0.28% |
| 2014 | — | +13.56% | +13.54% |
| 2013 | — | +32.39% | +30.08% |
| 2012 | — | +15.99% | +12.69% |
| 2011 | — | +1.90% | +10.55% |
| 2010 | — | +14.78% | +14.22% |
| 2009 | — | — | +17.19% |
| 2008 | — | — | −31.92% |
| 2007 | — | — | +1.37% |
| 2006 | — | — | +2.83% |