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

Total Real Returns

SPYI,VYM: 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
VYM
×
+0.46%
2025-03-20
2.849 TRR
2025-03-20
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

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
VYM
×
+24.31%
+8.89%/yr
+11.33%/yr
(R2=0.770)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

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
VYM
×
$10,000.00
2022-08-30
$12,430.80
2025-03-20
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPYI VYM
2025 (YTD) −3.19% +0.46%
2024 +15.69% +14.30%
2023 +14.26% +3.14%
2022 −2.65% −6.49%
2021 +17.91%
2020 −0.22%
2019 +21.30%
2018 −7.69%
2017 +14.02%
2016 +14.67%
2015 −0.45%
2014 +12.69%
2013 +28.14%
2012 +10.79%
2011 +7.36%
2010 +12.52%
2009 +14.10%
2008 −31.99%
2007 −2.63%
2006 +2.77%

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
VYM
×
−4.19% −12.86%
2023-10-27
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund