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

Total Real Returns

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

SPYI real return snapshot: after CPI-U inflation, SPYI returned +13.93% over the past year and +4.09% YTD, with dividends reinvested. Since Aug. 30, 2022, SPYI is up +52.23% in real purchasing-power return, or +11.53%/yr, and is currently −0.54% below its real total-return high on Jun. 2, 2026.

Data ending Mon Jul. 6, 2026

Tue 2022-08-30💬 to Mon 2026-07-06 YTD
Return
1 Year
Return
SPYI
×
+4.09%
2026-07-06
+13.93%
2026-07-06
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Tue 2022-08-30💬 to Mon 2026-07-06 Overall
Return
Exponential
Trendline
SPYI
×
+52.23%
+11.53%/yr
+12.93%/yr
(R2=0.957)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30💬 to Mon 2026-07-06 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$15,222.75
2026-07-06
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPYI
2026 (YTD) +4.09%
2025 +13.63%
2024 +15.70%
2023 +14.27%
2022 −2.66%

Drawdowns

Tue 2022-08-30💬 to Mon 2026-07-06 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.54%
from 2026-06-02 peak
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-07-06 1
Year
2
Years
3
Years
5
Years
10
Years
SPYI
×
+13.93% +25.17%
+11.88%/yr
+41.42%
+12.24%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund