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

Total Real Returns

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

Thu 2024-03-07? to Fri 2025-05-16 YTD
Return
TRR
Price
SPYI
×
−0.08%
2025-05-16
1.286 TRR
2025-05-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QYLD
×
−9.46%
2025-05-16
0.4955 TRR
2025-05-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
XDTE
×
−4.20%
2025-05-16
1.098 TRR
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−3.55%
2025-05-16
1.102 TRR
2025-05-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-05-16 Overall
Return
Exponential
Trendline
SPYI
×
+10.51%
+8.76%/yr
+8.61%/yr
(R2=0.383)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QYLD
×
−7.73%
−6.53%/yr
−2.26%/yr
(R2=0.045)
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
XDTE
×
+9.79%
+8.16%/yr
+9.89%/yr
(R2=0.267)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
+10.23%
+8.52%/yr
+10.41%/yr
(R2=0.241)
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-05-16 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$11,051.46
2025-05-16
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QYLD
×
$10,000.00
2024-03-07
$9,226.89
2025-05-16
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$10,979.21
2025-05-16
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
$10,000.00
2024-03-07
$11,022.69
2025-05-16
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI QYLD XDTE QDTE
2025 (YTD) −0.08% −9.46% −4.20% −3.55%
2024 +15.68% +4.00% +14.60% +14.29%
2023 +14.27% +5.49%
2022 −2.64% −32.66%
2021 −9.08%
2020 −4.71%
2019 +8.31%
2018 −14.75%
2017 +7.47%
2016 −6.47%
2015 −3.19%
2014 −6.70%
2013 +1.99%

Drawdowns

Thu 2024-03-07? to Fri 2025-05-16 Current
Drawdown
Worst
Drawdown
SPYI
×
−3.22% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
QYLD
×
−11.64% −19.42%
2025-04-08
Global X NASDAQ 100 Covered Call ETF NASDAQ Exchange-Traded Fund
XDTE
×
−7.82% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
QDTE
×
−8.37% −23.51%
2025-04-21
Roundhill ETF Trust - Roundhill NDX 0DTE Covered Call Strategy ETF Exchange-Traded Fund