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

Total Real Returns

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

Thu 2024-10-31? to Fri 2025-05-09 YTD
Return
TRR
Price
SPYI
×
−3.27%
2025-05-09
1.245 TRR
2025-05-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
−6.77%
2025-05-09
1.038 TRR
2025-05-09
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund
XPAY
×
−5.26%
2025-05-09
0.9776 TRR
2025-05-09
Roundhill ETF Trust Exchange-Traded Fund

Returns

Thu 2024-10-31? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
SPYI
×
−0.87%
−1.66%/yr
−15.92%/yr
(R2=0.452)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
−4.35%
−8.19%/yr
−22.65%/yr
(R2=0.594)
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund
XPAY
×
−2.24%
−4.26%/yr
−20.80%/yr
(R2=0.518)
Roundhill ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-31? to Fri 2025-05-09 Start
Value
End
Value
SPYI
×
$10,000.00
2024-10-31
$9,913.17
2025-05-09
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
$10,000.00
2024-10-31
$9,565.46
2025-05-09
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund
XPAY
×
$10,000.00
2024-10-31
$9,776.18
2025-05-09
Roundhill ETF Trust Exchange-Traded Fund

Annual Returns

Year SPYI SPYT XPAY
2025 (YTD) −3.27% −6.77% −5.26%
2024 +15.68% +11.33% +3.19%
2023 +14.27%
2022 −2.65%

Drawdowns

Thu 2024-10-31? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
SPYI
×
−6.31% −16.82%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
−9.55% −19.10%
2025-04-08
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund
XPAY
×
−8.49% −18.76%
2025-04-08
Roundhill ETF Trust Exchange-Traded Fund