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

Total Real Returns

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

Thu 2024-03-07? to Wed 2025-07-16 YTD
Return
TRR
Price
ISPY
×
+2.41%
2025-07-16
1.22 TRR
2025-07-16
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
+4.35%
2025-07-16
1.337 TRR
2025-07-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
+1.70%
2025-07-16
1.132 TRR
2025-07-16
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Returns

Thu 2024-03-07? to Wed 2025-07-16 Overall
Return
Exponential
Trendline
ISPY
×
+15.07%
+10.89%/yr
+7.48%/yr
(R2=0.294)
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
+14.92%
+10.78%/yr
+8.77%/yr
(R2=0.480)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
+13.22%
+9.57%/yr
+6.33%/yr
(R2=0.250)
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Wed 2025-07-16 Start
Value
End
Value
ISPY
×
$10,000.00
2024-03-07
$11,506.89
2025-07-16
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,491.86
2025-07-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
$10,000.00
2024-03-07
$11,321.59
2025-07-16
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Annual Returns

Year ISPY SPYI SPYT
2025 (YTD) +2.41% +4.35% +1.70%
2024 +17.98% +15.70% +11.33%
2023 +1.69% +14.27%
2022 −2.66%

Drawdowns

Thu 2024-03-07? to Wed 2025-07-16 Current
Drawdown
Worst
Drawdown
ISPY
×
−1.86% −17.53%
2025-04-08
ProShares S&P 500 High Income ETF Exchange-Traded Fund
SPYI
×
−0.16% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
−1.37% −19.13%
2025-04-08
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund