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QQQI Neos Nasdaq-100 High Income ETF

Over the last 3 years (2024-012026-07), $10,000 invested in QQQI with dividends reinvested grew to $14,88716.65% a year — with a worst peak-to-trough fall of -8.23%. Past performance doesn't predict future results.

Growth of $10,000 · 2024-012026-07 · dividends reinvested

CAGR (annualized return)
16.65%
Volatility (annualized)
12.87%
Worst drawdown
-8.23%
Sharpe ratio
1.14

About QQQI

Neos NASDAQ-100 High Income ETF is an exchange-traded fund that seeks to generate high monthly income in a tax-efficient manner while offering potential for equity appreciation tied to the Nasdaq-100 Index. It invests in a portfolio of stocks replicating the Nasdaq-100 Index, which comprises large-cap growth and value companies primarily in technology, communication services, consumer discretionary, and other innovative sectors. The fund employs an options-based strategy, selling and purchasing Nasdaq-100 Index call options, including a data-driven call option overlay with laddered out-of-the-money calls, to enhance income through option premiums and dividends. This approach aims to provide boosted market exposure and upside participation in rising markets, while utilizing Section 1256 contracts for favorable 60/40 tax treatment on gains. Neos NASDAQ-100 High Income ETF serves investors seeking high monthly distributions with lower correlation to traditional market risks like credit, duration, and inflation, positioning it as a complement to core equity allocations focused on tech-driven growth and income generation. Launched in 2024, it is managed by NEOS Investments in the United States.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

QQQI — Neos Nasdaq-100 High Income ETF: returns, risk & backtest · Informed Portfolio