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

Total Real Returns

SPYI,XDTE: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2024-03-07? to Fri 2025-03-28 YTD
Return
TRR
Price
SPYI
×
−4.68%
2025-03-28
1.227 TRR
2025-03-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−4.93%
2025-03-28
1.09 TRR
2025-03-28
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-03-28 Overall
Return
Exponential
Trendline
SPYI
×
+5.43%
+5.13%/yr
+14.03%/yr
(R2=0.748)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+8.97%
+8.46%/yr
+19.33%/yr
(R2=0.754)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-03-28 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$10,542.52
2025-03-28
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$10,896.63
2025-03-28
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI XDTE
2025 (YTD) −4.68% −4.93%
2024 +15.71% +14.62%
2023 +14.27%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Fri 2025-03-28 Current
Drawdown
Worst
Drawdown
SPYI
×
−7.68% −8.57%
2025-03-13
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−8.52% −10.31%
2025-03-13
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund