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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-03-25 YTD
Return
TRR
Price
SPYI
×
−1.41%
2025-03-25
1.269 TRR
2025-03-25
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−2.39%
2025-03-25
1.171 TRR
2025-03-25
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−1.92%
2025-03-25
1.124 TRR
2025-03-25
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-03-25 Overall
Return
Exponential
Trendline
SPYI
×
+9.06%
+8.62%/yr
+14.49%/yr
(R2=0.769)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
+10.46%
+9.95%/yr
+16.48%/yr
(R2=0.749)
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+12.42%
+11.81%/yr
+19.94%/yr
(R2=0.772)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-03-25 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$10,905.50
2025-03-25
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
$10,000.00
2024-03-07
$11,045.92
2025-03-25
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,242.22
2025-03-25
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI ISPY XDTE
2025 (YTD) −1.41% −2.39% −1.92%
2024 +15.68% +17.98% +14.62%
2023 +14.28% +1.68%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Tue 2025-03-25 Current
Drawdown
Worst
Drawdown
SPYI
×
−4.51% −8.58%
2025-03-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
ISPY
×
−5.79% −9.07%
2025-03-13
ProShares S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−5.63% −10.31%
2025-03-13
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund