Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPYI (SHP ETF Trust – NEOS S&P 500 High Income ETF) 6.21% 20.51% 15.31% NA NA NA NA
Data as of 06/18/2026, Common starting date is 08/30/2022
More Performance Analytics Comparison
Name Start Date End Date
SPYI (SHP ETF Trust – NEOS S&P 500 High Income ETF) 08/30/2022 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.44 20.51 15.31 NA NA NA NA 6.21 16.67 19.03 18.10 -2.44
Sharpe Ratio NA 1.71 0.99 NA NA NA NA 1.03 0.85 1.57 1.53 -0.52
Standard Deviation(%) NA 10.12 12.42 NA NA NA NA 11.73 16.37 9.80 9.54 18.83
Draw Down(%) NA 7.71 16.47 NA NA NA NA 7.71 16.47 6.61 7.55 10.19
Yield(%) 0.00 12.61 12.26 9.19 4.59 3.06 2.30 4.99 12.11 12.74 12.58 3.85
Data as of 06/18/2026, Common starting date is 08/30/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYI (SHP ETF Trust – NEOS S&P 500 High Income ETF) 14.25%
Mar 2023 – Mar 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPYI (SHP ETF Trust – NEOS S&P 500 High Income ETF) 19.00%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return