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NEOS Nasdaq-100 Hedged Equity Income ETF

NUSI is an actively-managed portfolio of stocks included in the Nasdaq-100 Index combined with an options collar. The fund seeks to generate current income with some downside protection.

The Nasdaq-100® underwent a “Special Rebalance” in July, but what does that mean for advisors and investors looking to capture the top-performing tech companies this year? The following is a guide to why the rebalance became necessary and the changes the Index underwent.

An Advisor's Guide to the Nasdaq-100® Rebalance

A strong earnings season from many mega-cap technology companies appears to be yet another feather in the cap for the tech sector this year. Advisors looking to capture the returns in tech while keeping an eye towards tax-efficient distributions would do well to consider the Nationwide Nasdaq-100® Risk-Managed Income ETF (NUSI).

Look to NUSI for Tax-Efficient Income in Tech

Nationwide Dow Jones Risk-Managed Income ETF

Nationwide S&P 500 Risk-Managed Income ETF

Nationwide Russell 2000 Risk-Managed Income ETF

Vanguard Russell 2000 ETF

Increasing talks of recession next year weighed heavily on equities heading into the final quarter of 2023. Advisors seeking to optimize their equity income with some volatility mitigation may want to consider the Nationwide ETF suite.

4 Equity Income ETFs Historically With Distribution Yields Over 7%

Higher interest rates by the end of the year and higher for longer rates creates a challenging outlook for bonds. In such an environment, there is opportunity in equities with Nationwide's ETF suite that seeks to mitigate volatility while enhancing income.

Look Beyond Bonds to Equities for Income Amid High Rates

The information technology sector has been a star performer for much of the year. However, concerns are growing that the momentum could lose steam if rate hikes continue this year.

Seek Enhanced Income With an Eye to Volatility in Tech With NUSI

The strong equity performance of much of 2023 faces increasing challenges as investors weigh the potential for recession next year. Advisors looking for flexible equity exposure without sacrificing income should consider the Nationwide ETF suite.

Nationwide ETFs: Flexible Equity Exposure With Reliable Income

The Federal Reserve's commitment to another rate hike by year-end, alongside diminished forecasts from an increasing number of companies looking to next year, reflect the challenging economic environment as recession risks loom in 2024.

As Recession Looms, Seek Income in Risk-Managed ETFs

For advisors seeking to optimize their income potential within equities, the Nationwide suite of income-focused ETFs is worth consideration. All four funds seek to offer consistent and notable distribution yields as of the end of August in each of the major equity indexes.

4 ETFs for Consistent Income in Equities

JPMorgan Nasdaq Equity Premium Income ETF

Innovator Nasdaq 100 Power Buffer ETF - July

Invesco QQQ

Direxion NASDAQ-100 Equal Weighted Index Shares

Invesco Nasdaq 100 ETF

Global X NASDAQ 100 Covered Call ETF

The Invesco QQQ (QQQ), and its lower-cost sibling Invesco NASDAQ 100 ETF (QQQM), soared 40% year-to-date as of September 7, more than double that of the broad S&P 500 Index based ETFs in 2023.

NASDAQ 100 ETF Exposure Comes in Many Forms

Given the continued outperformance of several large- and mega-cap technology companies, it's no surprise attention remains focused on the tech sector. For advisors looking to harness the potential of the technology sector while enhancing income opportunities, the Nationwide Nasdaq-100® Risk-Managed Income ETF (NUSI) is worth consideration this fall.

As Research Into Tech Sector Spikes Again, NUSI Optimizes

Persistent inflation and increasing recession risk have been major drivers of market performance in the last 12 months, creating prolonged volatility that remains a primary concern for clients. Much remains uncertain for the path of inflation and how deep or long the recession will last in the U.S.

Market Volatility Top Concern for Clients: Invest With Nationwide

The information technology sector continues to hold investors' attention this year. The sector received yet another boost from a relatively strong earnings season for mega-cap tech companies.

NUSI Seeking to Generate Reliable Yields and Income in Tech

NUSI uses a covered call strategy that involves issuing calls while owning the corresponding tech stocks and provides increased income while reducing volatility risk. In certain circumstances, it does not deliver the degree of protection expected, as a comparison with the Nasdaq-100-tracking QQQ puts in evidence. On the other hand, NUSI has offered better capital preservation than JEPI, another risk-management options-based ETF.

NUSI: Get Exposure To AI, But In A Different Way

This decade continues to prove an unpredictable one, marked by pandemic, geopolitical risk, and the threat of recession. It's put a lot of pressure on retirees and those near-retirement, who report less savings for retirement and less confidence in how long their savings will last.

Retirees Feel the Squeeze of Rising Costs and Inflation

The outlook for the second half continues to improve, but much still hinges on the path of the Federal Reserve's monetary policy. For advisors seeking to capture equity income in the second half but with an eye toward risk management and volatility mitigation, the Nationwide ETF suite is worth consideration.

Don't Bet on the Fed — Consider Risk-Managed Equity Income

The technology sector continues to offer standout performance in 2023, carrying major equity indexes ever higher. The outperformance is a result of the boom in AI, kicking off what some analysts believe is the next big bubble.

Want to Capture the Potential of an AI Bubble? Invest With NUSI

Though the economy proved resilient in the first half of 2023, a hawkish Fed continues to loom large over the second half. For advisors looking to harness retirement income opportunities within equities, Nationwide offers a suite of risk-managed ETFs.

4 Equity ETFs to Look to for Retirement Income

Advisors seeking income opportunities within equities should consider the Nationwide suite of Risk-Managed ETFs that offered distribution yields greater than 7% in Q1.

Nationwide's ETFs Offered Distribution Yields Above 7% in Q1

The information technology sector took the award for comeback kid in the first half of 2023. Tech's outperformance carried funds like the Nationwide Nasdaq-100® Risk-Managed Income ETF (NUSI) upwards in the first half, resulting in better total returns than broad equities.

NUSI Outperforms Broad Equities in First Half

U.S. equities proved remarkably resilient in the first half of 2023. From technology sector outperformance to blue-chip gains, equities consistently beat expectations.

Equities Finish Solid First Half, These 4 Income ETFs Benefit

Advisors wanting to maximize their retirement portfolio potential should look to the tax efficiency and diversification of their income streams. Diversifying across different taxable income types can create long-term tax savings and flexibility in uncertain and challenging market environments.

Nationwide ETFs Offer Tax Diversification Opportunities

According to Nationwide's annual advisor survey, a quarter of clients close to retiring report they will delay retirement. Given the elevated risk in the last year and near term, increasingly more investors are also turning to a financial advisor for guidance when it comes to saving for retirement.

More Clients Delay Retirement, Seek Advisor Help

At the June FOMC meeting, the Fed paused rate hikes but indicated the possibility of further increases. The threat of further interest rate hikes could create prolonged market volatility.

4 Equity Income ETFs for Changing Market Outlooks

Convergence Long/short Equity ETF

RPAR Risk Parity ETF

iShares Treasury Floating Rate Bond ETF

US Treasury 2 Year Note ETF

We took a “bucket list” trip to Africa to see the “Great Migration,” the annual wildlife journey. It prompted several market outlook ideas. I offer views on several ETFs for investors to consider researching including RPAR, UTWO, and NUSI, each embodying the traits of different animals. My bottom-line outlook and view: Today's markets are different. Be proactive, consider multiple scenarios, be ready for each one, and consider the potential for "tail risk events."

I Came Back From A Trip To Africa With These 3 Timely ETF Ideas

Fed language at the end of May signaled that further rate hikes could be on the horizon this summer. As the economic outlook continues to change, advisors looking for income opportunities and interchangeable exposure within equities should consider the Nationwide ETF suite.

News for NEOS Nasdaq-100 Hedged Equity Income ETF ETF (NUSI)