Apple

NVIDIA

Microsoft

Amazon

Tesla

Alphabet

Broadcom

Berkshire Hathaway Inc. - Ordinary Shares - Class B

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.

As the S&P 500 catches its breath after reaching new highs, it's an ideal time to get “Magnificent Seven”  exposure amid the price dips. When you add tax-efficient income to the equation, you get an ideal scenario that also benefits fixed income investors with the actively managed NEOS S&P 500 High Income ETF (SPYI).

Get Magnificent Seven and Tax-Efficient Income With This ETF

JPMorgan Equity Premium Income ETF

The proliferation of options-based strategies in the last few years highlights the popularity and value for investors. Many investors now own some version of an options income strategy in their portfolio, the most popular of which is the JPMorgan Equity Premium Income Fund (JEPI).

Own JEPI? Why You Should Add SPYI

The options-based income category rose to prominence in the last two years and continues to garner investor interest. The NEOS S&P 500 High Income ETF (SPYI), launched in the latter half of 2022, recently surpassed $1 billion in AUM.

Options Income ETF SPYI Crosses $1 Billion AUM

BlackRock Science & Technology

British American Tobacco

Altria

Neos Nasdaq-100 High Income ETF

SL Green Realty

Fed Chair Powell delivers dovish message, predicts 3 rate cuts in 2024. Dividend Harvesting Portfolio reaches record profitability and balance.

Dividend Harvesting Portfolio Week 160: $16,000 Allocated, $1,420.50 In Projected Dividends

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Franklin Liberty High Yield Corporate ETF

SPDR Gold Trust

Natixis Gateway Quality Income ETF

Invesco S&P International Developed Momentum ETF

WisdomTree Managed Futures Strategy Fund

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate 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: Do Alts Still Have a Place in 2024?

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative 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

SPDR S&P 500 ETF Trust

Global X S&P 500 Covered Call ETF

Earlier in March, I joined ETF Prime with Nate Geraci. We discussed the status of his 2024 ETF predictions.

Strong Performing Covered Call ETFs

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

Neos S&P500 High Income ETF (SPYI) offers exposure to the S&P500 with a double-digit dividend yield of 11.6% and monthly distributions. The fund aims to generate consistent high income and can be a valuable addition to income-focused portfolios. SPYI's covered call strategy may limit upside potential but provides a tax-efficient approach to generating income.

SPYI: Fund Your Retirement With This Diverse Covered Call ETF

The Neos S&P 500 High Income ETF has seen a significant increase in assets under management and share appreciation over the past 6 months. SPYI offers a unique investment strategy that combines monthly income generation with potential upside appreciation. Despite potential risks and underperformance during market uptrends, SPYI has the potential to bridge the gap between traditional covered call ETFs and the S&P 500.

SPYI Is Proving To Be An Advanced Income Generating Solution, Yielding 11.62%

iShares Preferred and Income Securities ETF 

Virtus InfraCap U.S. Preferred Stock ETF

Cohen & Steers Quality Income Realty Fund

Cohen & Steers Infrastructure Fund Inc

Vanguard Real Estate ETF

ETFs can provide a hands-off approach to earning passive income from dividends, allowing investors to achieve financial independence. High-yield monthly dividend ETFs can help investors budget their living expenses and potentially retire earlier. In this article, we discuss five well-diversified funds that pay out monthly dividends with annualized yields ranging from 8-12%.

Retire With 8-12%-Yields: Five Funds That Pay Fat Monthly Dividends

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

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 ongoing uncertainty of the last two years resulted in a boom for options-based strategy flows as investors sought to maximize income potential. As these strategies continue to prove popular through the first quarter of 2024, advisors don't want to miss the NEOS S&P 500 High Income ETF (SPYI).

On the Move: SPYI Nets Over $300 Million in Flows YTD

JPMorgan Nasdaq Equity Premium Income ETF

Passive income from dividend ETFs can provide some key benefits. Moreover, high-yielding monthly paying ETFs like SPYI and JEPQ add even greater benefits. We compare SPYI and JEPQ and share our view on which is the better buy right now.

Retire With 9-12%-Yielding Monthly Dividends: SPYI Vs. JEPQ

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

Though the outlook remains muddled for markets in the first half, big AI earnings wins continue to boost equities. For investors looking to enhance their equity holdings and gains with a tax-efficient income stream, the NEOS S&P 500 High Income ETF (SPYI) is worth consideration.

Harness Equity Gains for Tax-Efficient Income With SPYI

Schwab US Dividend Equity ETF

Austin Hankwitz is focused on building passive income in his portfolio and has successfully built a $250,000 dividend growth portfolio on his way to $2 million.

If You Can Predict Cash Flow You Can Predict Stock Price - Austin Hankwitz

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

Ongoing rate risk, geopolitical risk, and recession risk curated a perpetual sense of uncertainty for investors and markets in 2023. In such a troubled year, investors increasingly turned to alternative strategies to augment or enhance their existing core exposures.

The Equity Income ETF Showdown: SPYI vs JEPI

This week, NEOS ETFs rolled out the NEOS Nasdaq 100 High Income ETF (QQQI). The fund pairs exposure to a major index with a complementary options strategy intended to provide investors with monthly income.

NEOS Adds Nasdaq-100 Options Income ETF

Warren Buffett said that passive income machines are extremely important for building long-term wealth. ETFs can be a great and easy way to do that. We compare two high-yielding monthly dividend ETFs and share our take on which one makes for a better passive income machine.

JEPI Vs. SPYI: Only One Is A Worthy Passive Income Machine

The expectation of higher corporate earnings in 2024 could help prop up the actively managed NEOS S&P 500 High Income ETF (SPYI). Of course, capital markets are brimming with optimism, with the expectation of rate cuts to come.

Higher S&P 500 Earnings Could Benefit This Active ETF

Irrespective of the economic data released early in 2024, the overall sentiment in the bond market is that rate cuts will happen sooner rather than later. When rates and subsequently yield drops, fixed income investors still have options such as the NEOS S&P 500 High Income ETF (SPYI).

Even as Rates Fall, Maintain Yield With This High Income ETF

Neos S&P 500 High Income ETF has outperformed other 'BuyWrite' strategies involving the S&P 500 Index as its mandate is more flexible. SPYI can write covered call spreads instead of calls when markets are 'cheap' and prone to sharp rebounds. This came in handy in H1/2023. I am upgrading SPYI to a relative buy, as I like SPYI's flexibility.

SPYI: Enhanced Flexibility In Writing Covered Calls

Pfizer

Verizon

Dividend Harvesting Portfolio Week 147: $14,700 Allocated, $1,301.37 In Projected Dividends

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