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 Fri 2025-08-01 YTD
Return
TRR
Price
SPYI
×
+3.59%
2025-08-01
1.333 TRR
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+3.04%
2025-08-01
2.922 TRR
2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SPYI
×
+33.33%
+10.35%/yr
+12.44%/yr
(R2=0.914)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+27.48%
+8.67%/yr
+10.57%/yr
(R2=0.796)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-08-01 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,333.33
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-08-30
$12,748.20
2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPYI VYM
2025 (YTD) +3.59% +3.04%
2024 +15.70% +14.30%
2023 +14.29% +3.13%
2022 −2.65% −6.50%
2021 +17.91%
2020 −0.22%
2019 +21.29%
2018 −7.68%
2017 +14.00%
2016 +14.66%
2015 −0.44%
2014 +12.68%
2013 +28.16%
2012 +10.78%
2011 +7.35%
2010 +12.55%
2009 +14.09%
2008 −31.99%
2007 −2.61%
2006 +2.75%

Drawdowns

Tue 2022-08-30? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SPYI
×
−1.74% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−2.82% −14.84%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund