NVIDIA

Apple

Microsoft

Amazon

Alphabet

Tesla

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Broadcom

Neos S&P 500 High Income ETF

SPYI aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts.

Neos Nasdaq-100 High Income ETF

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

The recently launched NEOS Russell 2000 High Income ETF (IWMI) just crossed its first full month of trading. The fund logged a distribution yield of 14.03% in July, making it an attractive entrant into the small-cap and income space.

IWMI Roars Out of the Gate With 14.03% Distribution Yield

Building a passive income stream from dividend stocks requires significant time and effort for proper diversification and analysis. Busy professionals and retirees may opt for ETF investing or research services to streamline the process, despite the associated costs. The Neos S&P 500 High Income ETF offers a high dividend yield and other benefits but may benefit from supplementation with other ETFs as well.

7%-Yielding Dividend Portfolio From SPYI And 3 Other Funds

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

For investors at or near retirement, making the most of income matters. Increasing the tax efficiency of a retiree's income portfolio with the NEOS ETF suite may offer several benefits.

How to Augment Your Retirement Income for Tax Efficiency

Blackstone Secured Lending Fund

Altria

Realty Income Corp

Markets experienced a rotation out of tech stocks, IT departments panicked due to cybersecurity bug, S&P 500 closed down -2.41%. Dividend Harvesting Portfolio saw record-breaking week, generated $33.49 in dividend income, ROI of 17.49% on invested capital. Portfolio composition includes equities, ETFs, REITs, CEFs, and BDCs, with individual equities representing 38.63% of the portfolio.

Dividend Harvesting Portfolio Week 177: $17,700 Allocated, $1,594.04 In Projected Dividends

S&P 500 is currently in a big correction. The options income EFT with S&P 500 underlying will perform differently. SPYI sells covered calls off S&P 500 index via SPX to create income. It has no downside protection. JEPY selling daily put should work a little better than SPYI's CC-based approach during market downturn. The 33% distribution could be cashed out to protect capital.

SPYI: Not The Right Time To Buy, ISPY Is A Better Income Alternative

Options strategies continue to prove popular with a growing contingent of advisors and investors. Troy Cates and Garrett Paolella, co-founders, managing partners, and PMs at NEOS Investments, recently discussed the portfolio benefits of these strategies.

Why Options Strategies Remain Popular in 2024

AGNC Investment

Enbridge

Verizon

Dividend Harvesting Portfolio hits new records with highest account balance, largest ROI, and most dividend income since inception. Portfolio is well positioned for future with projected $1,800 in forward dividend income by end of 2024. Weekly dividend income continues to grow, with $29.61 collected in week 28 and weekly average up 61.50% YoY.

Dividend Harvesting Portfolio Week 176: $17,600 Allocated, $1,580.69 In Projected Dividends

Investors looking to harness tax-efficient, high-income within broad equities continue turning to the NEOS S&P 500 High Income ETF (SPYI). SPYI remains a notable performer amongst income-oriented peers with elevated distribution yields and total returns since inception.

SPYI Continues to Outperform Amongst Income Peers

Bristol-Myers

Markets started the 2nd half of 2024 strong, with S&P up 1.69% and Nasdaq up 3.29%. Earnings season approaching, with the banking sector first, followed by the Magnificent Seven. Dividend Harvesting Portfolio hits all-time high, generating $44.41 in dividend income in the first week of July.

Dividend Harvesting Portfolio Week 175: $17,500 Allocated, $1,566.24 In Projected Dividends

While the market outlook for interest rate cuts becomes increasingly more optimistic, several economic and macro risk factors loom in the second half. Advisors and investors should consider the tax treatment of their distribution streams when working to optimize their portfolio's performance in a challenging environment.

Consider Distribution Taxation When Optimizing Portfolios

BlackRock Advantage Large Cap Income ETF

Vanguard Core Bond ETF

Vanguard Core-Plus Bond ETF

Communication Services Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

In the first half of 2024, I published a lot of content on ETF Trends and VettaFi's other websites. Pieces included a focus on free cash flow ETFs, robotics, and the success of newer ETF entrants.

Magnificent Seven Covered Calls & Vanguard in Focus

Fidelity Total Bond ETF

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Ultra-Short Income ETF

American Century U.S. Quality Growth ETF

Invesco S&P 500 Quality ETF

SPDR S&P 500 ETF Trust

SPDR Portfolio S&P 500 Growth ETF

Vanguard Short-Term Corporate Bond ETF

VettaFi hosted and moderated 79 webcasts and livecasts in the first half of 2024. Approximately 18,000 advisors joined us to learn from ETF and mutual fund industry experts on a range of equity, fixed income, commodities, and alternatives topics.

What Advisors Told VettaFi in First Half

In a market of muddled sentiment, the NEOS S&P 500 High Income ETF (SPYI) continues to prove popular with investors. The fund recently crossed over $1.5 billion in AUM with ongoing, consistent inflows.

SPYI Sails Past $1.5 Billion AUM

Cisco Systems

Kinder Morgan

Pfizer

Cohen & Steers Infrastructure Fund Inc

Markets hit new highs with Nasdaq up 0.08% and S&P 500 up 0.68%. Dividend Harvesting Portfolio adds $89.68 in profitability, projecting future growth. Portfolio generates $1,540.02 in forward dividend income, focusing on diversification and income growth.

Dividend Harvesting Portfolio Week 173: $17,300 Allocated, $1,540.02 In Projected Dividends

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces June monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the June 2024 Ex-Div Date (6/26/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Nasdaq-100 High Income ETF (QQQI) 1.

NEOS Investments Announces June ETF Suite Distributions

NEOS Investments launched its newest options-based income ETF today, this time with a focus on small-caps. The Russell 2000 High Income ETF (IWMI) is the fifth entry to the tax-efficient, high income ETF suite offered by the firm.

NEOS Launches Small-Cap Income ETF IWMI

Neos S&P 500(R) High Income ETF offers unique covered call strategy for income generation. SPYI has outperformed similar ETFs, JEPI and XYLD, in terms of yield and total return over the past year. SPYI's AUM has increased significantly, indicating growing interest in its income-generating strategy and potential for future growth.

SPYI: I Love Covered Calls, Especially When The Upside Isn't Capped

The markets have been consistently hitting new highs, with the S&P 500 up 56% and the Nasdaq up 86% in less than 2 years. Neos S&P 500 High Income ETF uses covered calls to participate in market gains while reducing risk, with a high distribution rate. The fund's distributions are better than its peers because they include capital gains on top of option income.

SPYI: Continues To Perform As Expected

Matterport

Bank of America

LendingClub

Blue Owl Capital

Pinduoduo Inc - ADR

Invesco Nasdaq 100 ETF

QuantumScape

SandRidge Energy

The 'Undercovered' Dozen highlights twelve ideas from the previous week on stocks with limited coverage. A third of the ideas this week are rated Strong Buys. Two-thirds of the picks this week are bullish. Analysis of Sandridge Energy, a Nasdaq 100 ETF, private credit with Blue Owl Capital, NEOS S&P 500 High Income ETF, and Canadian Net REIT are included.

Undercovered Dozen June 14-20: Bank of America Preferreds, Cisco, Matterport, And More

Simon Property Group

This week, I added to my positions in CSCO, PFE, and UTF. In the 2nd week of June, the Dividend Harvesting Portfolio generated $21.73 of dividend income. The Dividend Harvesting Portfolio has already generated 65.31% of the total dividend income from 2023.

Dividend Harvesting Portfolio Week 172: $17,200 Allocated, $1,532.26 In Projected Dividends

NEOS S&P 500 High Income ETF is popular with income investors due to its big monthly dividend yield. We share numerous reasons to like SPYI right now especially. We also look at some of the reasons to be cautious on SPYI.

Big Dividends From AI: Good News For 12%-Yielding SPYI

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

The NEOS suite of actively managed income ETFs offers tax-efficient income across core holdings. These include equities, bonds, and cash alternatives.

Boost Your Core Portfolio Income Tax Efficiency With NEOS

GraniteShares Gold Shares

SPDR Gold Trust

Goldman Sachs S&P 500 Core Premium Income ETF

Last week, VettaFi hosted an Alternatives Symposium. For two-and-a-half hours, more than 400 attendees listened as Lara Crigger and I spoke to experts on a range of topics.

Advisors Want to Learn More About Covered Calls

Pacer US Cash Cows 100 ETF

Astoria US Quality Kings Etf

VictoryShares Free Cash Flow ETF

On this week's episode of ETF Prime, host Nate Geraci was joined by Todd Rosenbluth, VettaFi head of research, to discuss the latest polling data from VettaFi's recent Alternatives Symposium. Afterwards, Geraci talks to Phil McInnis, Avantis chief investment strategist, about the firm's growth in assets under management from ETF products.

ETF Prime: Rosenbluth on Alternatives Polling and More

Market volatility persists heading into the summer months as investors weigh the impact of a slowing economy. Investors looking to increase income in their tech exposures and benefit from volatility continue buying into the NEOS Nasdaq 100 High Income ETF (QQQI) since its launch in late January.

News for Neos S&P 500 High Income ETF ETF (SPYI)