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

Total Real Returns

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

Thu 2024-03-07? to Tue 2025-02-04 YTD
Return
TRR
Price
XDTE
×
+2.59%
2025-02-04
1.176 TRR
2025-02-04
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+2.10%
2025-02-04
1.314 TRR
2025-02-04
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2024-03-07? to Tue 2025-02-04 Overall
Return
Exponential
Trendline
XDTE
×
+17.58%
+19.38%/yr
+26.09%/yr
(R2=0.911)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+12.94%
+14.23%/yr
+18.37%/yr
(R2=0.890)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Tue 2025-02-04 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,758.37
2025-02-04
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,293.58
2025-02-04
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year XDTE SPYI
2025 (YTD) +2.59% +2.10%
2024 +14.61% +15.68%
2023 +14.28%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Tue 2025-02-04 Current
Drawdown
Worst
Drawdown
XDTE
×
−1.28% −6.98%
2024-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−0.66% −6.68%
2024-08-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund