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

Total Real Returns

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

Growth of $10,000

Tue 2022-08-30💬 to Wed 2026-09-30 Overall
Return 		Exponential
Trendline
SPYI × 		+56.32%
+11.56%/yr 		+13.02%/yr
R2=0.964
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPY × 		+78.59%
+15.25%/yr 		+17.75%/yr
R2=0.959
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2022-08-30💬 to Wed 2026-09-30 Start
Value 		End
Value
SPYI × 		$10,000.00
2022-08-30 		$15,632.04
2026-09-30
SPY × 		$10,000.00
2022-08-30 		$17,858.74
2026-09-30

This Year’s Performance

through 2026-09-30

  YTD YoY
SPYI × 		+6.89% +10.89%
SPY × 		+8.73% +11.89%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SPYI × 		−1.11%
on 2026-09-30
from 2026-09-21 peak 		−16.85%
on 2025-04-08
from 2025-02-19 peak
SPY × 		−2.17%
on 2026-09-30
from 2026-08-13 peak 		−19.12%
on 2025-04-08
from 2025-02-19 peak

Rolling Returns

Period ending Wed 2026-09-30 1 yr 2 yr 3 yr 5 yr 10 yr
SPYI × 		+10.89% +24.05%
+11.38%/yr 		+49.16%
+14.26%/yr 		— —
SPY × 		+11.89% +27.65%
+12.98%/yr 		+69.49%
+19.23%/yr 		+55.17%
+9.18%/yr 		+196.75%
+11.49%/yr

Annual Returns

Year SPYI SPY
2026 (YTD) +6.89% +8.73%
2025 +13.63% +14.65%
2024 +15.70% +21.39%
2023 +14.27% +22.09%
2022 −2.66% −23.15%
2021 — +20.27%
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 — +23.01%
2008 — −36.85%
2007 — +1.01%
2006 — +13.00%
2005 — +1.35%
2004 — +7.21%
2003 — +25.82%
2002 — −23.41%
2001 — −13.10%
2000 — −12.70%
1999 — +17.24%
1998 — +26.65%
1997 — +31.24%
1996 — +18.63%
1995 — +34.61%
1994 — −2.22%
1993 — +6.22%