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

Total Real Returns

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

Tue 2022-08-30? to Wed 2025-05-14 YTD
Return
TRR
Price
SPYI
×
−0.73%
2025-05-14
1.278 TRR
2025-05-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
−1.12%
2025-05-14
4.769 TRR
2025-05-14
Vanguard S&P 500 ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Wed 2025-05-14 Overall
Return
Exponential
Trendline
SPYI
×
+27.76%
+9.48%/yr
+12.67%/yr
(R2=0.900)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
+41.90%
+13.81%/yr
+19.17%/yr
(R2=0.907)
Vanguard S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Wed 2025-05-14 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$12,776.05
2025-05-14
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
$10,000.00
2022-08-30
$14,190.27
2025-05-14
Vanguard S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year SPYI VOO
2025 (YTD) −0.73% −1.12%
2024 +15.71% +21.48%
2023 +14.27% +22.23%
2022 −2.67% −23.14%
2021 +20.33%
2020 +16.73%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.70%
2013 +30.42%
2012 +14.02%
2011 −1.04%
2010 +14.35%

Drawdowns

Tue 2022-08-30? to Wed 2025-05-14 Current
Drawdown
Worst
Drawdown
SPYI
×
−3.84% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VOO
×
−4.58% −19.05%
2025-04-08
Vanguard S&P 500 ETF Exchange-Traded Fund