NEOS S&P 500 High Income ETF
SPYI

$49.78

0.97%

Market Cap: 1.69B

0

Funds holding %

of 6,702 funds

–

Analysts bullish %

0

News positive %

of 14 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

338% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

90% more capital invested

Capital invested by funds: $61.7M [Q4 2023] → $117M (+$55.5M) [Q1 2024]

27% more funds holding

Funds holding: 59 [Q4 2023] → 75 (+16) [Q1 2024]

0.08% more ownership

Funds ownership: 11.2% [Q4 2023] → 11.28% (+0.08%) [Q1 2024]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for SPYI.

See Analyst Rankings

Financial journalist opinion

Based on 14 articles about SPYI published over the past 30 days

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

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

How to Augment Your Retirement Income for Tax Efficiency

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

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

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

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

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

Why Options Strategies Remain Popular in 2024

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

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

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

SPYI Continues to Outperform Amongst Income Peers

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

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

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

Consider Distribution Taxation When Optimizing Portfolios

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

Magnificent Seven Covered Calls & Vanguard in Focus

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

See News Rankings