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

Total Real Returns

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

Tue 2022-08-30? to Tue 2025-04-29 YTD
Return
TR
Price
SPYI
×
−3.22%
2025-04-29
1.327 TR
2025-04-29
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−1.93%
2025-04-29
4.354 TR
2025-04-29
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Tue 2022-08-30? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
SPYI
×
+32.72%
+11.21%/yr
+16.27%/yr
(R2=0.935)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+29.31%
+10.13%/yr
+14.08%/yr
(R2=0.849)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Tue 2025-04-29 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,272.15
2025-04-29
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-08-30
$12,930.53
2025-04-29
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPYI VYM
2025 (YTD) −3.22% −1.93%
2024 +19.03% +17.60%
2023 +18.10% +6.59%
2022 −2.45% −0.45%
2021 +26.20%
2020 +1.15%
2019 +24.06%
2018 −5.92%
2017 +16.42%
2016 +17.04%
2015 +0.28%
2014 +13.54%
2013 +30.08%
2012 +12.69%
2011 +10.55%
2010 +14.22%
2009 +17.19%
2008 −31.92%
2007 +1.37%
2006 +2.82%

Drawdowns

Tue 2022-08-30? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
SPYI
×
−7.14% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−7.35% −14.46%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund