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.

It appears that Neos S&P 500(R) High Income ETF has shifted its strategy from writing covered call spreads to plain covered calls. This change in strategy could significantly impact SPYI's future returns. Investors should closely monitor the fund's strategy and consider if it still aligns with their investment goals.

SPYI: A Major Shift In Strategy?

Equities rallied Tuesday on news of October's lower-than-expected inflation report. Investors are increasingly hopeful of an end to interest rate hikes and more predictable markets.

As Equities Rally on Cooler CPI Report, Consider SPYI

The NEOS S&P 500 High Income ETF (SPYI) is gaining traction among income investors because of its substantial yield. Its stock has rebounded to $47.50 after plunging to a low of $44.87 earlier this month.

SPYI ETF: is the NEOS S&P 500 High Income fund a buy?

Major equity indexes rallied in the opening weeks of November as bond yields fell. Despite the rally, advisors and investors face a challenging economic forecast next year.

Flows Pick Up Pace Into SPYI as Investors Look to Next Year

Amplify CWP Dividend & Option Income ETF

Goldman Sachs S&P 500 Core Premium Income ETF

JPMorgan Equity Premium Income ETF

Parametric Equity Premium Income ETF

SPDR S&P 500 ETF Trust

Global X S&P 500 Covered Call ETF

Alternative income ETF strategies are hot, and many asset managers are bringing their expertise to meet advisors. JPMorgan has pulled in $18 billion of new money this year for two of its covered call ETFs.

Chart of the Week: Alternative Income ETF Comfort

Madison Covered Call ETF

Covered call strategies limit potential gains in exchange for the income they generate.

The Market May Be Going Nowhere. These Income ETFs Could Benefit.

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

Amplify International Enhanced Dividend Income ETF

YieldShares High Income ETF

It's been a great year for alternative income strategies as inflation, interest rate, and recession risk fears dominated markets. Garrett Paolella of NEOS and Christian Magoon of Amplify ETFs joined VettaFi's Tom Lydon to discuss alternative income opportunities at the Income Strategy Symposium hosted by VettaFi on October 27.

Income Opportunities in Bonds and Beyond

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

Analysts and economists currently forecast for increased economic slowing heading into next year. Optimizing income from core exposures through enhanced tax efficiency allows for the potential of greater returns capture in risky markets.

Make Your Income Count in Challenging Markets With NEOS

The Neos S&P 500(R) High Income ETF is a new fund recently launched in August 2022. The fund caters to income-seeking investors and uses an option overlay to generate monthly income.

SPYI: Lessons From XYLD

Earnings season is underway, with many companies beating expectations. Despite the wins, market shocks continue to pummel investors as Treasury yields set new 16-year highs and uncertainty spikes.

SPYI Soars Above Equity Income Peers Amidst Market Turbulence

The Neos S&P 500 High Income ETF is a BuyWrite active ETF that utilizes a proprietary 'data-driven' call option strategy. SPYI pays an attractive 12.2% distribution yield while delivering a strong 18.8% total return in the past year. My only concern with SPYI is its short operating history, as there is simply not enough data to assess the sustainability of SPYI's investment process.

SPYI: Promising Start But Wait For More Data

BNY Mellon US Large Cap Core Equity ETF

JPMorgan Nasdaq Equity Premium Income ETF

Invesco QQQ

Global X NASDAQ 100 Covered Call ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs Bear: Using Options-Based ETFs for Income

Advisors and investors face a number of challenges in an environment of rising rates and recession risk. Optimizing income across core exposures to meet the challenges ahead could prove advantageous.

Increase Tax-Efficient Income Across Core Exposures With NEOS

Enbridge

Realty Income Corp

Verizon

September was a difficult month for investors. The Dividend Harvesting Portfolio slipped into negative territory in week 135, but dividend income remained strong. The portfolio is generating consistent cash flow and has seen a significant increase in dividend income compared to 2022.

Dividend Harvesting Portfolio Week 135: $13,500 Allocated, $1,175.19 In Projected Dividends

Following last year's calamity in the bond market, it's not surprising that advisors and investors are looking for new avenues through which to source income. That search is leading many market participants to options-based exchange traded funds, including covered call ETFs.

Options-Linked ETFs Flourishing in 2023

After a relatively strong first half, equity performance turned volatile in the third quarter. Despite volatility and downturn, the NEOS S&P 500 High Income ETF (SPYI) generated better total returns than the S&P 500.

SPYI Outperforms SPY in Challenging Third Quarter

Alerian MLP ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

Innovator S&P 500 Buffer ETF - October

Global X Robotics & Artificial Intelligence ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

iShares Robotics & Artificial Intelligence Multisector ETF

MUSQ Global Music Industry ETF

Flexshares US Quality Low Volatility Index Fund

iShares MSCI USA Quality Factor ETF

ROBO Global Robotics and Automation ETF

ALPS Sector Dividend Dogs ETF

iShares 1-3 Year Treasury Bond ETF

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco S&P 500 Low Volatility ETF

iShares 20+ Year Treasury Bond ETF

iShares Edge MSCI Min Vol USA ETF

VictoryShares Free Cash Flow ETF

Vanguard High Dividend Yield ETF

Consumer Staples Select Sector SPDR Fund

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Oil & Gas Exploration & Production ETF

Hello, VettaFi Voices! Whenever I read about the economy in 2023, the one word that comes up repeatedly in various forms is “uncertain.

VettaFi Voices On: Risk Management in an Uncertain Economy

NEOS Investments offers high-income ETFs that utilize an options overlay strategy to generate monthly income. The Neos S&P 500 High Income ETF stands out for its unique approach of writing and buying call options on the S&P 500 index. SPYI has outperformed other popular high-income ETFs in terms of capital appreciation, distribution income, and total return, making it an attractive option for income-focused investors.

SPYI: An Evolved Call Option Approach To Generate Income Yielding Over 11%

Markets largely paused Monday awaiting the outcome of the Federal Reserve meeting Wednesday after a tumultuous two weeks of trading. Amidst volatility in the S&P 500, investors increasingly are looking to the NEOS S&P 500 High Income ETF (SPYI) for income in broad equity exposures.

Investors Increasingly Optimize Their Equity Income With SPYI

Neos S&P 500(R) High Income ETF is a high-yield exchange-traded product that uses covered calls to generate income. The SPYI exchange-traded fund has a flaw in its strategy, as it is generating almost no net investment income and relies heavily on return of capital. SPYI is expensive, with an annual fee of 68 basis points, and has underperformed compared to the cheaper SPY ETF.

SPYI: Don't Believe The Hype

Market volatility and strong equity performance alongside noteworthy yields brought strong flows to the NEOS ETF suite in the last year. The ETFs offer high monthly, tax-efficient income within core allocations and celebrate their first anniversary from launch today, August 29.

A Year in Review: NEOS Tax-Efficient ETFs Turn 1

Option-based stock ETFs like JPMorgan Equity Premium Income ETF and Neos S&P 500(R) High Income ETF have been popular due to their ability to generate yield and protect against market volatility. JEPI uses a leveraged covered call strategy to generate income while retaining upside potential, with a portfolio focused on stable earnings. SPYI is a promising challenger to JEPI's throne, offering a higher yield and stable income but with higher expenses and limited history.

JEPI Vs. SPYI: One Is The Ultimate High-Yield Retirement Dream ETF

It's been a surprisingly resilient year for equities despite aggressive Fed interest rate hikes and economic slowing. Advisors and investors looking to up their equity allocations while increasing monthly income potential continue to flock to the NEOS S&P 500 High Income ETF (SPYI) as the fund crosses $250 million in AUM.

SPYI Crosses $250 Million in AUM

Austin Hankwitz discusses his $2 million dividend growth portfolio and his approach to building it. Microsoft, Google and Amazon's recent earnings.

$2 Million Dividend Growth Portfolio, Major Tech Earnings, Broadcom & SPYI With Austin Hankwitz

Neos S&P 500(R) High Income ETF's distribution yield is 12.1% (as of 7/31/23) and pays monthly. By utilizing an "out of the money" covered call option strategy, the Fund's price has appreciated more year-to-date than its peers. The Fund leverages Section 1256 contracts and tax-loss harvesting to save investors money come tax time.

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