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 Thu 2025-04-17 YTD
Return
TRR
Price
SPYI
×
−9.14%
2025-04-17
1.169 TRR
2025-04-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−11.94%
2025-04-17
1.056 TRR
2025-04-17
ProShares S&P 500 High Income ETF Exchange-Traded Fund

Returns

Wed 2023-12-20? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
SPYI
×
+5.82%
+4.36%/yr
+11.87%/yr
(R2=0.644)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
+5.63%
+4.22%/yr
+13.83%/yr
(R2=0.621)
ProShares S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Wed 2023-12-20? to Thu 2025-04-17 Start
Value
End
Value
SPYI
×
$10,000.00
2023-12-20
$10,582.21
2025-04-17
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
$10,000.00
2023-12-20
$10,562.91
2025-04-17
ProShares S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year SPYI ISPY
2025 (YTD) −9.14% −11.94%
2024 +15.68% +18.00%
2023 +14.27% +1.66%
2022 −2.65%

Drawdowns

Wed 2023-12-20? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
SPYI
×
−11.99% −16.83%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−14.99% −17.50%
2025-04-08
ProShares S&P 500 High Income ETF Exchange-Traded Fund