S&P 500 ETFs Compared Based on a $10,000 Investment
| Fund Name | Issuer | Launch Date | Expense Ratio | Last Dividend | Pay Period | Last Price | 1 Month Price Change (%) | 1 Month Dividends ($) | 1 Month Return ($) | 1 Month Return (%) | 3 Months Price Change (%) | 3 Months Dividends ($) | 3 Months Return ($) | 3 Months Return (%) | 6 Months Price Change (%) | 6 Months Dividends ($) | 6 Months Return ($) | 6 Months Return (%) | 1 Year Price Change (%) | 1 Year Dividends ($) | 1 Year Return ($) | 2 Years Price Change (%) | 2 Years Dividends ($) | 2 Years Return ($) | 5 Years Price Change (%) | 5 Years Dividends ($) | 5 Years Return ($) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WDTE | S&P 500 Enhanced Options & 0DTE Income | Defiance ETFs | 2023-09-19 | 1.01% | $0.171 | 30.00% | 32.69% | Weekly | $29.45 | +0.18% | $285 | $10,416 | +4.16% | -2.77% | $731 | $10,490 | +4.90% | -2.20% | $1,475 | $11,437 | +14.37% | -12.04% | $2,817 | $11,968 | +19.68% | -33.78% | $5,372 | $13,113 | +31.13% | +0.00% | — | — | +0.00% |
| XDTE | S&P 500® 0DTE Covered Call Strategy | Roundhill Investments | 2024-03-08 | 0.95% | $0.184 | 26.87% | 31.49% | Weekly | $38.87 | +0.66% | $180 | $10,340 | +3.39% | -0.10% | $515 | $10,523 | +5.23% | +0.92% | $1,044 | $11,234 | +12.34% | -10.62% | $2,758 | $12,028 | +20.28% | -23.70% | $5,034 | $13,625 | +36.25% | +0.00% | — | — | +0.00% |
| SDTY | YieldMax™ S&P 500 0DTE Covered Call Strategy ETF | YieldMax ETFs | 2025-02-06 | 1.01% | $0.167 | 26.24% | 27.38% | Weekly | $41.29 | +0.26% | $202 | $10,276 | +2.76% | -1.41% | $646 | $10,531 | +5.31% | -2.92% | $1,400 | $11,265 | +12.65% | -7.68% | $2,484 | $11,924 | +19.24% | +0.00% | — | — | +0.00% | +0.00% | — | — | +0.00% |
| XPAY | S&P 500® Target 20 Managed Distribution | Roundhill Investments | 2024-11-01 | 0.49% | $0.900 | 20.12% | 20.49% | Monthly | $52.95 | +1.30% | $170 | $10,344 | +3.44% | +0.15% | $504 | $10,538 | +5.38% | +2.85% | $1,034 | $11,473 | +14.73% | -1.34% | $2,021 | $12,125 | +21.25% | +0.00% | — | — | +0.00% | +0.00% | — | — | +0.00% |
| SPYT | Defiance S&P 500 Income Target ETF | Defiance ETFs | 2024-03-08 | 0.87% | $0.286 | 19.72% | 20.40% | Monthly | $17.38 | +1.32% | $166 | $10,338 | +3.38% | -0.11% | $498 | $10,508 | +5.08% | +2.50% | $999 | $11,383 | +13.83% | -3.18% | $1,975 | $11,863 | +18.63% | -9.35% | $3,811 | $13,460 | +34.60% | +0.00% | — | — | +0.00% |
| TSPY | TappAlpha SPY Growth & Daily Income ETF | TappAlpha | 2023-09-17 | 1.00% | $0.300 | 13.89% | 13.74% | Monthly | $25.60 | +1.09% | $117 | $10,283 | +2.83% | +1.37% | $352 | $10,521 | +5.21% | +3.93% | $710 | $11,210 | +12.10% | +4.35% | $1,434 | $12,045 | +20.45% | +0.00% | — | $14,039 | +40.39% | +0.00% | — | — | +0.00% |
| XYLD | S&P 500 Covered Call ETF | Global X | 2013-06-22 | 0.60% | $0.409 | 11.82% | 10.42% | Monthly | $41.64 | +0.80% | $99 | $10,191 | +1.91% | +2.76% | $284 | $10,666 | +6.66% | +2.41% | $548 | $10,877 | +8.77% | +6.06% | $1,105 | $11,878 | +18.78% | +2.71% | $2,358 | $12,852 | +28.52% | -15.62% | $4,673 | $14,634 | +46.34% |
| SPYI | NEOS S&P 500 High Income | NEOS Investments | 2022-08-31 | 0.68% | $0.542 | 11.69% | 11.62% | Monthly | $53.46 | +1.21% | $99 | $10,263 | +2.63% | +1.61% | $299 | $10,468 | +4.68% | +4.04% | $604 | $11,111 | +11.11% | +5.16% | $1,222 | $11,864 | +18.64% | +9.06% | $2,505 | $13,715 | +37.15% | +0.00% | — | — | +0.00% |
| GPIX | Goldman Sachs S&P 500 Core Premium Income ETF | Goldman Sachs | 2023-10-25 | 0.35% | $0.392 | 8.27% | 7.98% | Monthly | $56.09 | +1.65% | $70 | $10,279 | +2.79% | +2.83% | $214 | $10,515 | +5.15% | +8.18% | $436 | $11,345 | +13.45% | +11.15% | $887 | $12,105 | +21.05% | +20.52% | $1,844 | $14,103 | +41.03% | +0.00% | — | — | +0.00% |
| JEPI | JPMorgan Equity Premium Income ETF | J.P. Morgan | 2020-05-21 | 0.35% | $0.367 | 7.65% | 7.91% | Monthly | $57.92 | +2.47% | $65 | $10,248 | +2.48% | +3.81% | $206 | $10,550 | +5.50% | -2.31% | $399 | $10,250 | +2.50% | +2.64% | $812 | $11,093 | +10.93% | +1.68% | $1,651 | $11,878 | +18.78% | -6.71% | $3,951 | $14,287 | +42.87% |
| ISPY | S&P 500 High Income | ProShares ETFs | 2023-12-19 | 0.55% | $0.243 | 5.86% | 4.93% | Monthly | $48.45 | +1.59% | $50 | $10,261 | +2.61% | +2.85% | $151 | $10,443 | +4.43% | +8.15% | $337 | $11,254 | +12.54% | +12.30% | $553 | $11,840 | +18.40% | +14.71% | $1,763 | $13,482 | +34.82% | +0.00% | — | — | +0.00% |
| XYLG | S&P 500 Covered Call & Growth ETF | Global X | 2020-09-19 | 0.35% | $0.143 | 5.66% | 12.80% | Monthly | $29.52 | +1.89% | $48 | $10,246 | +2.46% | +3.81% | $140 | $10,586 | +5.86% | +7.93% | $291 | $11,184 | +11.84% | +4.77% | $1,341 | $12,000 | +20.00% | -3.73% | $3,432 | $13,616 | +36.16% | -4.38% | $5,142 | $16,513 | +65.13% |
| YSPY | GraniteShares YieldBOOST SPY ETF | GraniteShares | 2025-02-27 | 1.07% | $0.029 | 3.20% | 49.73% | Monthly | $15.00 | +0.60% | $101 | $10,169 | +1.69% | -3.47% | $373 | $10,010 | +0.10% | -13.99% | $1,456 | $10,312 | +3.12% | -24.17% | $3,771 | $11,678 | +16.78% | +0.00% | — | — | +0.00% | +0.00% | — | — | +0.00% |
| SCHD | Schwab U.S. Dividend Equity ETF | Schwab | 2011-10-21 | 0.06% | $0.253 | 2.90% | 3.04% | Quarterly | $35.11 | +6.74% | — | $10,448 | +4.48% | +8.83% | $79 | $10,859 | +8.59% | +9.21% | $161 | $11,210 | +12.10% | +26.26% | $384 | $13,093 | +30.93% | +28.28% | $773 | $13,656 | +36.56% | +33.08% | $1,808 | $15,850 | +58.50% |
| SPY | SPDR S&P 500 ETF Trust | SPDR | 1993-01-23 | 0.09% | $1.904 | 0.98% | 0.97% | Quarterly | $765.72 | +2.85% | — | $10,341 | +3.41% | +5.03% | $26 | $10,537 | +5.37% | +13.65% | $54 | $11,493 | +14.93% | +20.60% | $117 | $12,204 | +22.04% | +42.78% | $270 | $14,369 | +43.69% | +74.10% | $764 | $18,589 | +85.89% |
Showing 15 of 15 ETFs. Returns assume dividends are reinvested where available.
The table above tracks the growth of a $10,000 initial investment with dividends reinvested over 1, 3, and 6 months, plus 1, 2, and 5 years. Use it to compare the historical performance of these ETFs.
Glossary
Indicated Yield: The dividend yield calculated by annualizing the most recent dividend payment and dividing by the current stock price.
TTM Yield: The dividend yield based on the total dividends paid over the last 12 months (Trailing Twelve Months), divided by the current stock price.
1 Month Price Change (%): The percentage change in the asset price over the past month.
1 Month Dividends ($): The dollar amount of dividends received in the past month.
1 Month Return ($): The total dollar value of a $10,000 investment after one month, including dividends reinvested.
1 Month Return (%): The percentage gain or loss on a $10,000 investment after one month, including dividends reinvested.
The same logic applies for the other time periods.
One Year Return (%)
Dividend Yield (%)
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