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 2025-05-02 YTD
Return
TRR
Price
SPYI
×
−3.05%
2025-05-02
1.248 TRR
2025-05-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−2.18%
2025-05-02
2.774 TRR
2025-05-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Returns

Tue 2022-08-30? to Fri 2025-05-02 Overall
Return
Exponential
Trendline
SPYI
×
+24.78%
+8.64%/yr
+12.82%/yr
(R2=0.902)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
+21.03%
+7.41%/yr
+10.71%/yr
(R2=0.758)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Fri 2025-05-02 Start
Value
End
Value
SPYI
×
$10,000.00
2022-08-30
$12,477.92
2025-05-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
$10,000.00
2022-08-30
$12,103.44
2025-05-02
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SPYI VYM
2025 (YTD) −3.05% −2.18%
2024 +15.69% +14.30%
2023 +14.27% +3.14%
2022 −2.65% −6.50%
2021 +17.90%
2020 −0.21%
2019 +21.29%
2018 −7.68%
2017 +14.01%
2016 +14.66%
2015 −0.44%
2014 +12.69%
2013 +28.14%
2012 +10.78%
2011 +7.36%
2010 +12.55%
2009 +14.05%
2008 −31.98%
2007 −2.62%
2006 +2.75%

Drawdowns

Tue 2022-08-30? to Fri 2025-05-02 Current
Drawdown
Worst
Drawdown
SPYI
×
−6.10% −16.83%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
VYM
×
−6.71% −14.81%
2025-04-08
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund