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

Tue 2022-08-30? to Thu 2025-03-20	YTD Return	TRR Price
SPYI ×	−3.19% 2025-03-20	1.246 TRR 2025-03-20
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SCHD ×	+1.05% 2025-03-20	3.593 TRR 2025-03-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Tue 2022-08-30? to Thu 2025-03-20	Overall Return	Exponential Trendline
SPYI ×	+24.57% +8.98%/yr	+13.88%/yr (R2=0.944)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SCHD ×	+16.60% +6.20%/yr	+8.04%/yr (R2=0.637)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2022-08-30? to Thu 2025-03-20	Start Value	End Value
SPYI ×	$10,000.00 2022-08-30	$12,457.26 2025-03-20
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2022-08-30	$11,660.41 2025-03-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SPYI	SCHD
2025 (YTD)	−3.19%	+1.05%
2024	+15.69%	+8.51%
2023	+14.26%	+1.15%
2022	−2.65%	−9.12%
2021	—	+21.36%
2020	—	+13.46%
2019	—	+24.47%
2018	—	−7.33%
2017	—	+18.37%
2016	—	+14.08%
2015	—	−1.07%
2014	—	+10.86%
2013	—	+30.94%
2012	—	+9.48%
2011	—	+5.73%

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Drawdowns

Tue 2022-08-30? to Thu 2025-03-20	Current Drawdown	Worst Drawdown
SPYI ×	−6.24%	−10.35% 2022-10-12
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SCHD ×	−5.67%	−15.16% 2023-10-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund