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

Total Real Returns

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

Thu 2024-03-07? to Mon 2025-02-03 YTD
Return
TRR
Price
XDTE
×
+2.59%
2025-02-03
1.167 TRR
2025-02-03
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+1.53%
2025-02-03
1.307 TRR
2025-02-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
+1.59%
2025-02-03
1.126 TRR
2025-02-03
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Returns

Thu 2024-03-07? to Mon 2025-02-03 Overall
Return
Exponential
Trendline
XDTE
×
+16.74%
+18.50%/yr
+26.17%/yr
(R2=0.910)
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
+12.30%
+13.57%/yr
+18.41%/yr
(R2=0.889)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
+12.57%
+13.86%/yr
+18.90%/yr
(R2=0.867)
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Growth of $10,000

Thu 2024-03-07? to Mon 2025-02-03 Start
Value
End
Value
XDTE
×
$10,000.00
2024-03-07
$11,674.08
2025-02-03
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
$10,000.00
2024-03-07
$11,229.99
2025-02-03
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
$10,000.00
2024-03-07
$11,256.64
2025-02-03
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund

Annual Returns

Year XDTE SPYI SPYT
2025 (YTD) +2.59% +1.53% +1.59%
2024 +14.61% +15.71% +11.33%
2023 +14.26%
2022 −2.65%

Drawdowns

Thu 2024-03-07? to Mon 2025-02-03 Current
Drawdown
Worst
Drawdown
XDTE
×
−1.98% −6.98%
2024-08-05
Roundhill ETF Trust - Roundhill S&P 500 0DTE Covered Call Strategy ETF Exchange-Traded Fund
SPYI
×
−1.20% −6.68%
2024-08-05
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund
SPYT
×
−1.95% −8.21%
2024-08-05
Tidal Trust II Defiance S&P 500 Exchange-Traded Fund