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

Total Real Returns

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

Thu 2024-10-31💬 to Tue 2026-06-02 YTD
Return
1 Year
Return
XPAY
×
+8.22%
2026-06-02
+23.81%
2026-06-02
Roundhill S&P 500 Target 20 Managed Distribution ETF NYSE Exchange-Traded Fund
SPYI
×
+4.98%
2026-06-02
+19.25%
2026-06-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Returns

Thu 2024-10-31💬 to Tue 2026-06-02 Overall
Return
Exponential
Trendline
XPAY
×
+27.02%
+16.29%/yr
+13.95%/yr
(R2=0.635)
Roundhill S&P 500 Target 20 Managed Distribution ETF NYSE Exchange-Traded Fund
SPYI
×
+22.28%
+13.53%/yr
+12.92%/yr
(R2=0.699)
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-31💬 to Tue 2026-06-02 Start
Value
End
Value
XPAY
×
$10,000.00
2024-10-31
$12,702.13
2026-06-02
Roundhill S&P 500 Target 20 Managed Distribution ETF NYSE Exchange-Traded Fund
SPYI
×
$10,000.00
2024-10-31
$12,227.97
2026-06-02
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Annual Returns

Year XPAY SPYI
2026 (YTD) +8.22% +4.98%
2025 +13.74% +13.63%
2024 +3.19% +15.70%
2023 +14.27%
2022 −2.66%

Drawdowns

Thu 2024-10-31💬 to Tue 2026-06-02 Current
Drawdown
Worst
Drawdown
XPAY
×
−18.78%
2025-04-08
from 2025-01-23 peak
Roundhill S&P 500 Target 20 Managed Distribution ETF NYSE Exchange-Traded Fund
SPYI
×
−16.85%
2025-04-08
from 2025-02-19 peak
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-02 1
Year
2
Years
3
Years
5
Years
10
Years
XPAY
×
+23.81%
Roundhill S&P 500 Target 20 Managed Distribution ETF NYSE Exchange-Traded Fund
SPYI
×
+19.25% +30.66%
+14.27%/yr
+44.34%
+13.01%/yr
SHP ETF Trust - NEOS S&P 500 High Income ETF Exchange-Traded Fund