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

Total Real Returns

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

Tue 2022-08-30? to Wed 2025-09-03 YTD
Return
TRR
Price
SPYI
×
+6.88%
2025-09-03
1.375 TRR
2025-09-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+7.68%
2025-09-03
11.62 TRR
2025-09-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2022-08-30? to Wed 2025-09-03 Overall
Return
Exponential
Trendline
SPYI
×
+37.54%
+11.17%/yr
+12.51%/yr
(R2=0.921)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
+54.26%
+15.48%/yr
+18.43%/yr
(R2=0.923)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Wed 2025-09-03 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,754.35
2025-09-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
$10,000.00
2022-08-30
$15,425.94
2025-09-03
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI SPY
2025 (YTD) +6.88% +7.68%
2024 +15.68% +21.39%
2023 +14.30% +22.09%
2022 −2.68% −23.15%
2021 +20.26%
2020 +16.74%
2019 +28.29%
2018 −6.35%
2017 +19.19%
2016 +9.73%
2015 +0.50%
2014 +12.61%
2013 +30.35%
2012 +14.01%
2011 −1.04%
2010 +13.36%
2009 +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.20%
2003 +25.82%
2002 −23.40%
2001 −13.10%
2000 −12.71%
1999 +17.25%
1998 +26.64%
1997 +31.25%
1996 +18.55%
1995 +34.64%
1994 −2.23%
1993 +6.30%

Drawdowns

Tue 2022-08-30? to Wed 2025-09-03 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.50% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY
×
−0.84% −19.12%
2025-04-08
SPDR S&P 500 ETF Trust Exchange-Traded Fund