PortfoliosLab logoPortfoliosLab logo
USD=X vs. SPYI
Performance
Return for Risk
Drawdowns
Volatility

Performance

USD=X vs. SPYI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USD Cash (USD=X) and NEOS S&P 500 High Income ETF (SPYI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%

SPYI

1D
0.30%
1M
0.11%
YTD
5.97%
6M
6.55%
1Y
20.24%
3Y*
15.60%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USD=X vs. SPYI - Yearly Performance Comparison


2026 (YTD)2025202420232022
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%
SPYI
NEOS S&P 500 High Income ETF
5.97%16.67%19.03%18.09%-3.96%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

USD=X vs. SPYI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USD=X

SPYI
SPYI Risk / Return Rank: 7070
Overall Rank
SPYI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SPYI Sortino Ratio Rank: 6868
Sortino Ratio Rank
SPYI Omega Ratio Rank: 7676
Omega Ratio Rank
SPYI Calmar Ratio Rank: 5959
Calmar Ratio Rank
SPYI Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USD=X vs. SPYI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and NEOS S&P 500 High Income ETF (SPYI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

USD=X vs. SPYI - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


USD=XSPYIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

Sharpe Ratio (All Time)

Calculated using the full available price history

1.17

Drawdowns

USD=X vs. SPYI - Drawdown Comparison

The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum SPYI drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for USD=X and SPYI.


Loading charts...

Drawdown Indicators


USD=XSPYIDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-16.47%

+16.47%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-7.72%

+7.72%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

-16.47%

+16.47%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

Current Drawdown

Current decline from peak

0.00%

-2.11%

+2.11%

Average Drawdown

Average peak-to-trough decline

0.00%

-1.80%

+1.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

1.49%

-1.49%

Volatility

USD=X vs. SPYI - Volatility Comparison

The current volatility for USD Cash (USD=X) is 0.00%, while NEOS S&P 500 High Income ETF (SPYI) has a volatility of 2.87%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


USD=XSPYIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

2.87%

-2.87%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

7.78%

-7.78%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

9.88%

-9.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

12.95%

-12.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

12.95%

-12.95%

Frequently Asked Questions


SPYI has higher volatility (2.87%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs SPYI's -16.47%.

Portfolio Optimizer

Find the right allocation for USD=X and SPYI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer