All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2022-08-30? to Wed 2025-07-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPLG × |
+4.35%
2025-07-02 |
4.549 TRR
2025-07-02 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SPYI × |
+3.44%
2025-07-02 |
1.331 TRR
2025-07-02 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-07-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPLG × |
+49.77%
+15.29%/yr |
+18.64%/yr
(R2=0.911) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SPYI × |
+33.15%
+10.61%/yr |
+12.42%/yr
(R2=0.907) |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Tue 2022-08-30? to Wed 2025-07-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPLG × |
$10,000.00
2022-08-30 |
$14,977.42
2025-07-02 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SPYI × |
$10,000.00
2022-08-30 |
$13,314.87
2025-07-02 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||
Year | SPLG | SPYI |
---|---|---|
2025 (YTD) | +4.35% | +3.44% |
2024 | +21.51% | +15.72% |
2023 | +22.13% | +14.28% |
2022 | −23.07% | −2.66% |
2021 | +20.31% | — |
2020 | +16.90% | — |
2019 | +29.04% | — |
2018 | −6.56% | — |
2017 | +18.82% | — |
2016 | +9.55% | — |
2015 | +0.40% | — |
2014 | +12.86% | — |
2013 | +31.17% | — |
2012 | +13.22% | — |
2011 | −1.26% | — |
2010 | +14.23% | — |
2009 | +23.79% | — |
2008 | −36.95% | — |
2007 | +1.57% | — |
2006 | +11.76% | — |
2005 | +2.87% | — |
Tue 2022-08-30? to Wed 2025-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPLG × | 0.00% |
−19.09%
2025-04-08 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SPYI × | 0.00% |
−16.85%
2025-04-08 |
||||
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund | ||||||