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 2025-06-26 YTD
Return
TRR
Price
SPYI
×
+2.66%
2025-06-26
1.321 TRR
2025-06-26
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+2.90%
2025-06-26
2.919 TRR
2025-06-26
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Tue 2022-08-30? to Thu 2025-06-26 Overall
Return
Exponential
Trendline
SPYI
×
+32.13%
+10.37%/yr
+12.43%/yr
(R2=0.906)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+27.32%
+8.93%/yr
+10.46%/yr
(R2=0.776)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Thu 2025-06-26 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$13,212.87
2025-06-26
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-08-30
$12,731.65
2025-06-26
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPYI VYM
2025 (YTD) +2.66% +2.90%
2024 +15.70% +14.30%
2023 +14.28% +3.14%
2022 −2.66% −6.50%
2021 +17.91%
2020 −0.21%
2019 +21.28%
2018 −7.68%
2017 +14.01%
2016 +14.66%
2015 −0.44%
2014 +12.68%
2013 +28.15%
2012 +10.78%
2011 +7.35%
2010 +12.54%
2009 +14.08%
2008 −31.97%
2007 −2.62%
2006 +2.76%

Drawdowns

Tue 2022-08-30? to Thu 2025-06-26 Current
Drawdown
Worst
Drawdown
SPYI
×
−0.56% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−1.86% −14.84%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund