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 2025-05-23 YTD
Return
TRR
Price
SPYI
×
−1.57%
2025-05-23
1.267 TRR
2025-05-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−1.50%
2025-05-23
2.794 TRR
2025-05-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SPYI
×
+26.67%
+9.05%/yr
+12.58%/yr
(R2=0.901)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+21.87%
+7.52%/yr
+10.55%/yr
(R2=0.763)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-05-23 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$12,666.84
2025-05-23
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-08-30
$12,187.38
2025-05-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPYI VYM
2025 (YTD) −1.57% −1.50%
2024 +15.69% +14.30%
2023 +14.28% +3.13%
2022 −2.67% −6.49%
2021 +17.90%
2020 −0.21%
2019 +21.30%
2018 −7.69%
2017 +14.01%
2016 +14.65%
2015 −0.44%
2014 +12.68%
2013 +28.15%
2012 +10.78%
2011 +7.37%
2010 +12.54%
2009 +14.08%
2008 −31.99%
2007 −2.61%
2006 +2.75%

Drawdowns

Tue 2022-08-30? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SPYI
×
−4.65% −16.84%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−6.05% −14.84%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund