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

Total Real Returns

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

Thu 2024-03-07? to Fri 2025-09-12 YTD
Return
TR
Price
ULTY
×
+15.49%
2025-09-12
1.161 TR
2025-09-12
Tidal Trust II Exchange-Traded Fund
YMAX
×
+12.23%
2025-09-12
1.417 TR
2025-09-12
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
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
QDTE
×
+11.88%
2025-09-12
1.299 TR
2025-09-12
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-09-12 Overall
Return
Exponential
Trendline
ULTY
×
+14.54%
+9.36%/yr
+10.57%/yr
(R2=0.252)
Tidal Trust II Exchange-Traded Fund
YMAX
×
+26.94%
+17.03%/yr
+15.77%/yr
(R2=0.558)
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
+25.15%
+15.94%/yr
+12.96%/yr
(R2=0.732)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDTE
×
+29.88%
+18.81%/yr
+15.02%/yr
(R2=0.559)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-09-12 Start
Value
End
Value
ULTY
×
$10,000.00
2024-03-07
$11,453.84
2025-09-12
Tidal Trust II Exchange-Traded Fund
YMAX
×
$10,000.00
2024-03-07
$12,693.86
2025-09-12
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$12,515.01
2025-09-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$12,987.54
2025-09-12
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year ULTY YMAX SPYI QDTE
2025 (YTD) +15.49% +12.23% +11.41% +11.88%
2024 +0.54% +26.26% +19.03% +16.08%
2023 +18.10%
2022 −2.44%

Drawdowns

Thu 2024-03-07? to Fri 2025-09-12 Current
Drawdown
Worst
Drawdown
ULTY
×
−0.73% −26.85%
2025-04-08
Tidal Trust II Exchange-Traded Fund
YMAX
×
−1.83% −25.56%
2025-04-08
YieldMax Universe Fund of Option Income ETFs Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QDTE
×
0.00% −22.86%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund