Vanguard Total Bond Market ETF

iShares Core U.S. Aggregate Bond ETF

Neos Enhanced Income Aggregate Bond Etf

BNDI is an actively managed fund that invests in a diversified portfolio of fixed income securities with varying maturities and credit ratings while utilizing a US large-cap put-spread strategy.

Neos Enhanced Income Cash Alternative Etf

JPMorgan Equity Premium Income ETF

Neos Nasdaq-100 High Income ETF

Neos S&P 500 High Income ETF

The last two years benefited options-based strategies enormously as investors sought to boost their income in challenging markets. I recently sat down with Troy Cates, co-founder and managing partner at NEOS investments LLC, to talk about the firm's most recent fund launch and the mainstreaming of options-based strategies.

Troy Cates Talks Growth of Options-Based Strategies

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces March 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 March 2024 Ex-Div Date (3/20/2024)   Distribution Yield* Amount / Share (%) Amount / Share ($) Distribution Frequency Expense Ratio Nasdaq-100 High Income ETF (QQQI) 14.

NEOS Investments Announces March ETF Suite Distributions

Markets remain frothy in the first quarter of 2024 as interest rate and economic uncertainty persist. Investors wanting to optimize the tax efficiency of their income this year should consider the suite of income ETFs from NEOS.

Boost Your Income Stream's Tax Efficiency With NEOS

The Nasdaq continued its ascent in trading this afternoon on further Nvidia gains. Investors wanting to optimize income shouldn't miss the distribution yield of one of the most recent Nasdaq ETFs launched.

The Nasdaq-100 ETF With 14% Distribution Yield

The year is already off to a turbulent start with a higher-than-expected January CPI print casting doubt on rate cut timing. With several macro risks looming over markets and investors, optimizing income taxes earned on core allocations could prove advantageous.

A Guide to Understanding Taxes on Income Distributions

A higher than anticipated January CPI print sent yields on the 10-year Treasury climbing Tuesday. The persistence and stickiness of inflation clouds the anticipated market narrative around rate cuts in the first half.

BNDI, the Bonds Income ETF Sleeper Hit

A traditional 60/40 stock/bond portfolio has been a tried and tested strategy among financial planners. But income seekers can specifically reap the benefits of both assets with exposure to one active exchange-traded fund: the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

Get S&P and Bond Market Upside in One ETF

In the current macroeconomic environment, fixed income investors may be hanging on the Federal Reserve's every word. However, that doesn't have to be the case with an enhanced income option like the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

Get Enhanced Income Despite What the Fed Does With Rates

iShares 7-10 Year Treasury Bond ETF

SPDR S&P 500 ETF Trust

2022 and 2023 were hectic - war, bank crises, and bear markets.

BNDI: 2024's Hidden Gem Bond ETF That Produces 2% Additional Income While Maintaining A Similar Risk Profile - iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF), SPDR S&P 500 (ARCA:SPY)

Aggregate bond benchmarks rebounded this year following some of the worst showings on record in 2022. With heightened expectations that the Federal Reserve could cut interest rates in 2024, fixed income enthusiasm is perking up.

Preparing for a New Fixed Income Environment in 2024

When the rate narrative changed in October, a veritable flood of money moved back into core bond exposures. As advisors and investors continue increasing their long-duration fixed income allocations, the NEOS Enhanced Income Aggregate Bond ETF (BNDI) is a fund to consider.

BNDI Offers Better Returns, Tax-Efficient Income in Bonds

The Neos Enhanced Income Aggregate Bond ETF seeks to distribute monthly income generated from investing in a representative portfolio of the U.S. Aggregate Bond Market. By implementing a data-driven put option strategy, the BNDI ETF aims to produce +2–2.5% in additional income per year while maintaining a similar risk profile to the underlying investments. As we head into 2024, the short-end of the (yield) curve should begin to normalize — positioning BNDI for success.

BNDI: 2024's Hidden Gem Bond ETF

Economic recession, side-stepping recession, rolling recession — there remains very little genuine consensus on what 2024 brings for the U.S. economy and markets. The high degree of uncertainty creates some challenges for advisors and investors alike.

Move Confidently Into 2024 With NEOS ETFs

‘Tis the season for tax-loss harvesting, and this year presents several opportunities in bonds. Advisors and investors needing to move into a product with similar exposure should consider the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

When Tax-Loss Harvesting Bonds, Don't Overlook BNDI

The prospect of subsiding interest rates has become more pronounced after the recent pause in rate hikes by the Federal Reserve. If that's the case, fixed income investors may want to extract additional income while also getting core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

Get Additional Income & Core Bonds With BNDI

Hopes of a conclusion to Federal Reserve interest rate hikes sent bond prices soaring this week. Investors continue to increase their bond allocations in November, capturing yield opportunities as Fed rate risk falls.

Investors Buying Back Into Bonds Shouldn't Overlook BNDI

Amplify CWP Dividend & Option Income 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

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

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

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

SPDR Bloomberg 1-3 Month T-Bill ETF

The Fed may have held rates at this month's FOMC meeting but indicated the potential for one more hike before the year's end. Advisors and investors looking to optimize their bond exposures in a higher-for-longer rate environment should consider the  NEOS Enhanced Income Aggregate Bond ETF (BNDI).

Look to BNDI for Bond Exposures in a High Rate Environment

Confidence is returning to the bond markets and one sign is corporations' willingness to start taking on debt again with new issuance. While inflation is still high, the expectation is that the Federal Reserve will eventually lessen the pace of interest rate hikes.

Get Active Exposure as Corporate Confidence Returns in Bonds

Rising rates have taken their toll on bond prices this year, pushing yields ever higher. As the Fed rate hiking cycle eases in the latter part of the year, bonds look increasingly attractive.

Buying Back Into Bonds? BNDI Offers Better Returns

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

Increasingly more advisors and investors are discovering the benefits of options strategies in their portfolios. There is great value in understanding and utilizing options strategies with the range of benefits they can provide portfolios, including protective puts.

News for Neos Enhanced Income Aggregate Bond Etf ETF (BNDI)