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

Total Real Returns

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

Thu 2024-03-07? to Mon 2025-05-05 YTD
Return
TRR
Price
SPYI
×
−3.43%
2025-05-05
1.243 TRR
2025-05-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−9.29%
2025-05-05
1.04 TRR
2025-05-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+17.68%
2025-05-05
1.964 TRR
2025-05-05
Tidal Trust II Exchange-Traded Fund

Returns

Thu 2024-03-07? to Mon 2025-05-05 Overall
Return
Exponential
Trendline
SPYI
×
+6.81%
+5.84%/yr
+9.06%/yr
(R2=0.391)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+3.96%
+3.40%/yr
+11.12%/yr
(R2=0.306)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+65.34%
+54.21%/yr
+56.66%/yr
(R2=0.888)
Tidal Trust II Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-05-05 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$10,680.65
2025-05-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$10,396.04
2025-05-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
$10,000.00
2024-03-07
$16,533.83
2025-05-05
Tidal Trust II Exchange-Traded Fund

Annual Returns

Year SPYI XDTE NFLY
2025 (YTD) −3.43% −9.29% +17.68%
2024 +15.69% +14.60% +61.72%
2023 +14.27% +3.20%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Mon 2025-05-05 Current
Drawdown
Worst
Drawdown
SPYI
×
−6.47% −16.83%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−12.72% −19.95%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
−1.11% −16.48%
2025-04-04
Tidal Trust II Exchange-Traded Fund