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

Total Real Returns

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

Thu 2024-03-07? to Fri 2025-08-01 YTD
Return
TRR
Price
SPYI
×
+3.59%
2025-08-01
1.333 TRR
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−0.18%
2025-08-01
1.144 TRR
2025-08-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+18.87%
2025-08-01
1.984 TRR
2025-08-01
Tidal Trust II Exchange-Traded Fund
MSTY
×
+18.03%
2025-08-01
3.479 TRR
2025-08-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SPYI
×
+14.60%
+10.21%/yr
+9.15%/yr
(R2=0.523)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
+14.39%
+10.07%/yr
+8.50%/yr
(R2=0.296)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
+66.95%
+44.14%/yr
+60.58%/yr
(R2=0.930)
Tidal Trust II Exchange-Traded Fund
MSTY
×
+133.59%
+83.17%/yr
+100.61%/yr
(R2=0.772)
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Fri 2025-08-01 Start
Value
End
Value
SPYI
×
$10,000.00
2024-03-07
$11,459.85
2025-08-01
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
$10,000.00
2024-03-07
$11,439.13
2025-08-01
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
$10,000.00
2024-03-07
$16,695.01
2025-08-01
Tidal Trust II Exchange-Traded Fund
MSTY
×
$10,000.00
2024-03-07
$23,359.48
2025-08-01
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund

Annual Returns

Year SPYI XDTE NFLY MSTY
2025 (YTD) +3.59% −0.18% +18.87% +18.03%
2024 +15.70% +14.60% +61.68% +194.78%
2023 +14.29% +3.21%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SPYI
×
−1.74% −16.86%
2025-04-08
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
XDTE
×
−3.95% −20.02%
2025-04-21
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
NFLY
×
−11.27% −16.47%
2025-04-04
Tidal Trust II Exchange-Traded Fund
MSTY
×
−17.12% −41.50%
2025-03-10
YieldMax MSTR Option Income Strategy ETF Exchange-Traded Fund