All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2022-08-30💬 to Thu 2026-10-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPYI × |
+79.36%
+15.06%/yr |
+16.45%/yr
R2=0.978 |
||||
| SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
| VOO × |
+104.99%
+18.81%/yr |
+21.32%/yr
R2=0.973 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| VYM × |
+77.87%
+14.83%/yr |
+15.93%/yr
R2=0.953 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2022-08-30💬 to Thu 2026-10-29 |
Start
Value |
End
Value |
|---|---|---|
| SPYI × |
$10,000.00
2022-08-30 |
$17,935.53
2026-10-29 |
| VOO × |
$10,000.00
2022-08-30 |
$20,499.34
2026-10-29 |
| VYM × |
$10,000.00
2022-08-30 |
$17,787.44
2026-10-29 |
| YTD | YoY | |
|---|---|---|
| SPYI × | +12.09% | +13.36% |
| VOO × | +13.76% | +13.22% |
| VYM × | +16.88% | +19.41% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SPYI × |
−0.59%
on 2026-10-29 from 2026-10-13 peak |
−16.47%
on 2025-04-08 from 2025-02-19 peak |
| VOO × |
−1.24%
on 2026-10-29 from 2026-10-06 peak |
−18.69%
on 2025-04-08 from 2025-02-19 peak |
| VYM × |
−0.78%
on 2026-10-29 from 2026-08-13 peak |
−14.46%
on 2025-04-08 from 2025-02-19 peak |
| Period ending Thu 2026-10-29 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SPYI × | +13.36% |
+31.92% +14.86%/yr |
+69.83% +19.31%/yr |
— | — |
| VOO × | +13.22% |
+35.49% +16.40%/yr |
+94.73% +24.87%/yr |
+79.72% +12.44%/yr |
+326.81% +15.62%/yr |
| VYM × | +19.41% |
+34.91% +16.15%/yr |
+81.20% +21.91%/yr |
+75.54% +11.91%/yr |
+213.97% +12.12%/yr |
| Year | SPYI | VOO | VYM |
|---|---|---|---|
| 2026 (YTD) | +12.09% | +13.76% | +16.88% |
| 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% |