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

Total Real Returns

SPY vs. SPYI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2022-08-30💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
SPY × 		+81.02%
+16.27%/yr 		+17.81%/yr
R2=0.955
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SPYI × 		+56.45%
+12.04%/yr 		+12.96%/yr
R2=0.960
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Fri 2026-08-07 Start
Value 		End
Value
SPY × 		$10,000.00
2022-08-30 		$18,101.77
2026-08-07
SPYI × 		$10,000.00
2022-08-30 		$15,644.61
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
SPY × 		+10.21% +19.26%
SPYI × 		+6.98% +15.60%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPY × 		—
on 2026-08-07 		−19.12%
on 2025-04-08
from 2025-02-19 peak
SPYI × 		—
on 2026-08-07 		−16.85%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
SPY × 		+19.26% +43.25%
+19.69%/yr 		+62.58%
+17.59%/yr 		+52.35%
+8.79%/yr 		+198.75%
+11.57%/yr
SPYI × 		+15.60% +36.15%
+16.68%/yr 		+42.80%
+12.61%/yr 		— —

Annual Returns

Year SPY SPYI
2026 (YTD) +10.21% +6.98%
2025 +14.65% +13.63%
2024 +21.39% +15.70%
2023 +22.09% +14.27%
2022 −23.15% −2.66%
2021 +20.27% —
2020 +16.74% —
2019 +28.29% —
2018 −6.35% —
2017 +19.19% —
2016 +9.73% —
2015 +0.50% —
2014 +12.61% —
2013 +30.35% —
2012 +14.01% —
2011 −1.04% —
2010 +13.36% —
2009 +23.01% —
2008 −36.85% —
2007 +1.01% —
2006 +13.00% —
2005 +1.35% —
2004 +7.21% —
2003 +25.82% —
2002 −23.40% —
2001 −13.10% —
2000 −12.70% —
1999 +17.24% —
1998 +26.65% —
1997 +31.24% —
1996 +18.63% —
1995 +34.61% —
1994 −2.22% —
1993 +6.22% —