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

Total Real Returns

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

×
Fri 2024-05-31 to Wed 2025-07-02 YTD
Return
TR
Price
XDTE
×
+1.12%
2025-07-02
1.177 TR
2025-07-02
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+5.58%
2025-07-02
1.448 TR
2025-07-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Fri 2024-05-31 to Wed 2025-07-02 Overall
Return
Exponential
Trendline
XDTE
×
+14.52%
+13.28%/yr
+4.95%/yr
(R2=0.088)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+16.20%
+14.82%/yr
+8.22%/yr
(R2=0.354)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Fri 2024-05-31 to Wed 2025-07-02 Start
Value
End
Value
XDTE
×
$10,000.00
2024-05-31
$11,451.73
2025-07-02
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-05-31
$11,620.49
2025-07-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year XDTE SPYI
2025 (YTD) +1.12% +5.58%
2024 +16.38% +19.03%
2023 +18.10%
2022 −2.45%

Drawdowns

Fri 2024-05-31 to Wed 2025-07-02 Current
Drawdown
Worst
Drawdown
XDTE
×
−3.07% −19.09%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
0.00% −16.47%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund