SPYI Performance & Benchmarks - 15.8% in 12m
The Total Return for 3m is 11.4%, for 6m 5.3% and YTD 7.8%. Compare with Peer-Group: Derivative Income
Performance Rating
60.80%
#14 in Peer-Group
Rel. Strength
63.91%
#2768 in Stock-Universe
Total Return 12m
15.76%
#38 in Peer-Group
Total Return 5y
47.85%
#31 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 51.12 USD |
| 52 Week Low | 41.21 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 85.80 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SPYI (15.8%) vs SPY (18.1%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| SPYI | 0.77% | 2.45% | 11.4% |
| AMDY | 10.1% | 17.1% | 59.0% |
| NVDY | 5.05% | 9.21% | 48.0% |
| CONY | -6.99% | 1.97% | 42.1% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| SPYI | 5.31% | 15.8% | 47.9% |
| SNOY | 19.6% | 61.8% | 62.4% |
| NVDY | 32.8% | 37.5% | 258% |
| AMDY | 31.9% | 19.7% | 33.3% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
1.2% | 14.1% | 89.2% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.32% | 11.9% | 68.1% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
2.07% | 14% | 75.4% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
1.26% | 8.84% | 65.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
1.29% | 9.52% | 32.1% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
1.12% | 6.39% | 65.9% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 5.02% | 17.8% | - | - | - | - | - |
| QYLG NASDAQ Global X Nasdaq 100 |
2.06% | 16.2% | 74.7% | - | - | - | - | - |
Performance Comparison: SPYI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPYI
| Total Return (including Dividends) | SPYI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.45% | 2.82% | 2.82% |
| 3 Months | 11.40% | 14.94% | 14.94% |
| 12 Months | 15.76% | 18.07% | 18.07% |
| 5 Years | 47.85% | 108.95% | 108.95% |
| Trend Stabilty (consistency of price movement) | SPYI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 95.7% | 91.8% | 91.8% |
| 3 Months | 98.3% | 97.6% | 97.6% |
| 12 Months | 57.1% | 49.5% | 49.5% |
| 5 Years | 96.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 67 %th | -0.35% | -0.35% |
| 3 Month | 60 %th | -3.08% | -3.08% |
| 12 Month | 67 %th | -1.95% | -1.95% |
| 5 Years | 48 %th | -11.18% | -11.18% |
FAQs
Does SHP Trust - NEOS (SPYI) outperform the market?
No,
over the last 12 months SPYI made 15.76%, while its related Sector, the SPDR SP500 Trust (SPY) made 18.07%.
Over the last 3 months SPYI made 11.40%, while SPY made 14.94%.
Performance Comparison SPYI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SPYI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.3% | -0.4% | -0.9% | -2% |
| US NASDAQ 100 | QQQ | -0.3% | -0.4% | -3.9% | -7% |
| German DAX 40 | DAX | 0.1% | 1.3% | -6.1% | -16% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.8% | -3.4% | -5.7% | -10% |
| Hongkong Hang Seng | HSI | -1.3% | -4.3% | -26.4% | -28% |
| India NIFTY 50 | INDA | 2.8% | 6.4% | -0.6% | 21% |
| Brasil Bovespa | EWZ | 1.7% | 9.7% | -5.2% | 13% |
SPYI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.4% | 4.7% | 0.6% | -11% |
| Consumer Discretionary | XLY | 1.2% | -0.9% | 7.6% | -6% |
| Consumer Staples | XLP | 1.3% | 2.2% | 1.2% | 10% |
| Energy | XLE | -3.3% | -2.4% | 4.6% | 15% |
| Financial | XLF | 0.5% | 1.6% | 1.6% | -8% |
| Health Care | XLV | 0.1% | 2.7% | 12.2% | 25% |
| Industrial | XLI | -0.4% | -1.1% | -6.2% | -7% |
| Materials | XLB | 2.1% | -0.8% | 2% | 15% |
| Real Estate | XLRE | 0.7% | -0.8% | -0.7% | 8% |
| Technology | XLK | -1.3% | -1.8% | -9% | -8% |
| Utilities | XLU | 1.3% | -1.1% | -6.5% | -6% |
| Aerospace & Defense | XAR | -0.3% | -0.9% | -21.2% | -32% |
| Biotech | XBI | 1.8% | -1.1% | 12.6% | 30% |
| Homebuilder | XHB | 2% | -4.5% | 7.9% | 25% |
| Retail | XRT | 3.7% | -1.7% | 5.1% | 10% |
SPYI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -5.1% | -6.70% | 2.71% | 10% |
| Natural Gas | UNG | 4.6% | 11.4% | 22.3% | 13% |
| Gold | GLD | 3.9% | 2% | -15.2% | -23% |
| Silver | SLV | 3.7% | -3.2% | -18.5% | -20% |
| Copper | CPER | 2.2% | -8.2% | -24.8% | -21% |
SPYI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.2% | 3.1% | 4% | 18% |
| iShares High Yield Corp. Bond | HYG | 0.8% | 2.2% | 1.4% | 7% |