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

Total Real Returns

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

Wed 2023-12-20? to Fri 2025-03-28 YTD
Return 		TRR
Price
SPYI × 		−4.68%
2025-03-28 		1.227 TRR
2025-03-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY × 		−5.63%
2025-03-28 		1.132 TRR
2025-03-28
ProShares S&P 500 High Income ETF Exchange-Traded Fund

Returns

SPYI,ISPY - Total Real Return Chart
Date
--
SPYI
--
SPYI (Trendline)
--
ISPY
--
ISPY (Trendline)
--
Wed 2023-12-20? to Fri 2025-03-28 Overall
Return 		Exponential
Trendline
SPYI × 		+11.03%
+8.59%/yr 		+14.36%/yr
(R2=0.837)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY × 		+13.19%
+10.25%/yr 		+16.99%/yr
(R2=0.829)
ProShares S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-20? to Fri 2025-03-28 Start
Value 		End
Value
SPYI × 		$10,000.00
2023-12-20 		$11,103.08
2025-03-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY × 		$10,000.00
2023-12-20 		$11,319.28
2025-03-28
ProShares S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPYI ISPY
2025 (YTD) −4.68% −5.63%
2024 +15.71% +17.97%
2023 +14.27% +1.68%
2022 −2.65% —

Drawdowns

SPYI,ISPY - Total Real Return Drawdowns Chart
Date
--
SPYI
--
ISPY
--
Wed 2023-12-20? to Fri 2025-03-28 Current
Drawdown 		Worst
Drawdown
SPYI × 		−7.68% −8.57%
2025-03-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY × 		−8.92% −9.07%
2025-03-13
ProShares S&P 500 High Income ETF Exchange-Traded Fund