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

Total Real Returns

SPYI,YMAX,VOO: Total Return Chart (with Dividends Reinvested)

Wed 2024-01-17? to Wed 2025-08-27 YTD
Return
TR
Price
SPYI
×
+9.89%
2025-08-27
1.507 TR
2025-08-27
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX
×
+10.21%
2025-08-27
1.392 TR
2025-08-27
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
VOO
×
+11.05%
2025-08-27
7.741 TR
2025-08-27
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Wed 2024-01-17? to Wed 2025-08-27 Overall
Return
Exponential
Trendline
SPYI
×
+31.05%
+18.29%/yr
+13.21%/yr
(R2=0.772)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX
×
+39.15%
+22.78%/yr
+16.13%/yr
(R2=0.608)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
VOO
×
+39.65%
+23.06%/yr
+15.71%/yr
(R2=0.740)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Wed 2024-01-17? to Wed 2025-08-27 Start
Value
End
Value
SPYI
×
$10,000.00
2024-01-17
$13,104.63
2025-08-27
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
YMAX
×
$10,000.00
2024-01-17
$13,915.27
2025-08-27
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
VOO
×
$10,000.00
2024-01-17
$13,965.26
2025-08-27
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SPYI YMAX VOO
2025 (YTD) +9.89% +10.21% +11.05%
2024 +19.03% +26.26% +24.98%
2023 +18.10% +26.32%
2022 −2.44% −18.17%
2021 +28.79%
2020 +18.32%
2019 +31.37%
2018 −4.50%
2017 +21.77%
2016 +12.17%
2015 +1.33%
2014 +13.56%
2013 +32.39%
2012 +15.99%
2011 +1.90%
2010 +14.78%

Drawdowns

Wed 2024-01-17? to Wed 2025-08-27 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
YMAX
×
−3.60% −25.56%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
VOO
×
0.00% −18.69%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund