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

Equity investors must currently contend with soaring valuations, concentration risk, volatility, and more within stocks. As more investors look to alternatives for opportunity, covered call ETFs prove increasingly popular, and for good reason.

Looking for an Equity Alternative? Consider Covered Call ETFs

Risk of a recession is abating as capital markets could see interest rate cuts this year with signs of cooling inflation. In turn, global investment firms like UBS are raising their targets for the S&P 500, which could open opportunities for income seekers.

As Recession Risk Abates, Get S&P 500 Income Exposure

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces May 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 May 2024 Ex-Div Date (5/22/2024)   Distribution Yield* Amount / Share (%) Amount / Share ($) Distribution Frequency Expense Ratio Nasdaq-100 High Income ETF (QQQI) 14.56%.

NEOS Investments Announces May ETF Suite Distributions

British American Tobacco

Kinder Morgan

Realty Income Corp

Pfizer

Simon Property Group

The stock market closed at record highs in the third week of May, with the S&P 500 exceeding 40,000. The Dividend Harvesting Portfolio reached another all-time high, with an ROI of 14.44% and a forward projected dividend income of $1,496.16. The portfolio is diversified across various asset classes, with equities, ETFs, REITs, CEFs, and BDCs generating significant dividend income.

Dividend Harvesting Portfolio Week 168: $16,800 Allocated, $1,496.16 In Projected Dividends

Market volatility is currently quiet, with the S&P VIX Index near its 52-weeks and far below its average over a longer period. I anticipate that market volatility will increase due to factors such as inflation, the Fed's future policies, and geopolitical tensions. The Neos S&P 500(R) High Income ETF could be a sound investment idea as it uses options to generate high monthly income and provides a hedge against a higher VIX.

SPYI ETF: Prepare For The Return Of Volatility

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS S&P 500 High Income ETF (SPYI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit the Tax Efficient Income Channel.

ETF of the Week: NEOS S&P 500 High Income ETF (SPYI)

SPYI is a strong income investment choice in the covered call option ETF arena offering predictable & tax efficient income with upside capability. Through a detailed backtest, withdrawing 8% annually, with dividends partially reinvested, achieved a balance between income and inflation-adjusted returns. Risks like performance history and capital preservation are assessed and what you can do to manage the risks.

SPYI: High Income And Capital Appreciation, You Can Have Both

Goldman Sachs S&P 500 Core Premium Income ETF

ProShares Nasdaq-100 High Income ETF

JPMorgan Equity Premium Income ETF

Parametric Equity Premium Income ETF

Invesco Nasdaq 100 ETF

SPDR S&P 500 ETF Trust

Global X S&P 500 Covered Call ETF

Covered call ETFs remain in focus to advisors, and as such, to asset managers. Indeed, Fidelity recently joined the growing group of well-established asset managers that offer enhanced income ETFs.

Why Covered Calls Can Make a Good Alternative

The equity market bull run continues but remains choppy as inflation and rate uncertainty persist. Investors looking to enhance S&P 500 income and benefit from volatility don't want to miss the NEOS S&P 500 High Income ETF (SPYI).

Enhance Your S&P 500 Income With SPYI

Altria

Verizon

Tesla's Q1 2024 earnings led to a jump in shares, while Meta Platforms experienced a significant drawdown.

Dividend Harvesting Portfolio Week 165: $16,500 Allocated, $1,478.71 In Projected Dividends

Instability in the Middle East, decreasing probability of a rate cut, and poor performance from Netflix and Nvidia led to a decline in the markets. The Dividend Harvesting Portfolio saw an increase in profitability despite the overall market downturn.

Dividend Harvesting Portfolio Week 164: $16,400 Allocated, $1,466.94 In Projected Dividends

Alerian MLP ETF

Ares Capital

VanEck Vectors BDC Income ETF

Energy Transfer LP Unit

iShares International Select Dividend ETF

Virtus InfraCap U.S. Preferred Stock ETF

Cohen & Steers Quality Income Realty Fund

Schwab US Dividend Equity ETF

Cohen & Steers Infrastructure Fund Inc

Reaves Utility Income Fund

Vanguard Dividend Appreciation ETF

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

There are many compelling benefits to investing in dividend ETFs and CEFs. However, there are several key differences between investing in dividend ETFs and CEFs and buying individual dividend stocks that I wish I had known before investing. We discuss why we favor investing in individual dividend stocks over buying dividend ETFs and CEFs and also share the best kinds of stocks for implementing our strategy.

What I Wish I Knew About Dividend Stocks Before Buying ETFs And CEFs

Market choppiness persists ahead of key economic data later this week. Even earnings beats prove difficult to lift equity performance as interest rate concerns weigh heavily on investors' minds.

Equity Income ETFs Draw Investors Amid Volatility

Income investors face challenges in the current market due to high prices and struggling leveraged funds. Covered call funds, like the Neos S&P 500 High Income ETF, offer a successful strategy for dividend and income investors. SPYI's options strategy and market environment make it a strong buy, providing consistent income and potential outperformance in a volatile year.

SPYI: A Fund With The Right Options Strategy For This Market

The Neos S&P 500 High Income ETF has underperformed due to the S&P 500's surge and low option premiums.

SPYI: Now Is The Right Time To Enter This Double Digit Yielder (Rating Upgrade)

The recently launched NEOS Nasdaq 100 High Income ETF (QQQI) crossed $100 million in AUM. Given the fund's distribution yields, it's no wonder investors continue flocking to QQQI for targeted income within the tech-heavy Nasdaq.

Nasdaq Income ETF QQQI Crosses $100 Million

Consumer spending beat expectations last month while consumer confidence fell slightly. The divergence is all part of a larger trend — a tale of two markets — that underscores the uncertainty investors face this year.

Enhance Your Tax-Efficient Income in Troubled Times

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Blackstone Secured Lending Fund

iShares Core Dividend Growth ETF

Enbridge

Enterprise Products Partners

Neuberger Berman MLP Income Fund, Inc.

Vanguard High Dividend Yield ETF

Investing in high-yield, low-risk dividend stocks can generate dependable passive income while preserving and even growing principal over time. We discuss the non-negotiable bedrock principles for success in high-yield investing. We also share numerous high-yielding, low-risk dividend stocks and funds that we think fit in well with this approach.

Strategies For Building A High-Yield, Low-Risk Dividend Portfolio

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

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

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?

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

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

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