All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ISPY,SPYI,JEPI,DIVO: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2023-12-20? to Fri 2025-06-13 YTD
Return
TRR
Price
ISPY
×
−2.74%
2025-06-13
1.167 TRR
2025-06-13
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
+0.69%
2025-06-13
1.296 TRR
2025-06-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
−0.87%
2025-06-13
1.385 TRR
2025-06-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
+2.27%
2025-06-13
1.932 TRR
2025-06-13
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Returns

Wed 2023-12-20? to Fri 2025-06-13 Overall
Return
Exponential
Trendline
ISPY
×
+16.69%
+10.98%/yr
+10.10%/yr
(R2=0.463)
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
+17.29%
+11.37%/yr
+9.92%/yr
(R2=0.589)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
+9.69%
+6.44%/yr
+6.16%/yr
(R2=0.451)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
+17.50%
+11.50%/yr
+10.68%/yr
(R2=0.718)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-20? to Fri 2025-06-13 Start
Value
End
Value
ISPY
×
$10,000.00
2023-12-20
$11,668.57
2025-06-13
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2023-12-20
$11,729.36
2025-06-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2023-12-20
$10,968.88
2025-06-13
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2023-12-20
$11,749.50
2025-06-13
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund

Annual Returns

Year ISPY SPYI JEPI DIVO
2025 (YTD) −2.74% +0.69% −0.87% +2.27%
2024 +17.98% +15.70% +9.43% +12.96%
2023 +1.69% +14.29% +6.27% +3.50%
2022 −2.67% −9.36% −7.44%
2021 +13.55% +14.80%
2020 +16.76% +10.90%
2019 +22.08%
2018 −4.98%
2017 +18.94%
2016 −0.61%

Drawdowns

Wed 2023-12-20? to Fri 2025-06-13 Current
Drawdown
Worst
Drawdown
ISPY
×
−6.12% −17.52%
2025-04-08
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
−2.46% −16.84%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
JEPI
×
−5.00% −14.46%
2025-04-08
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
DIVO
×
−3.00% −13.06%
2025-04-08
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund