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SPYI Neos S&P 500 High Income ETF

Over the last 4 years (2022-082026-07), $10,000 invested in SPYI with dividends reinvested grew to $17,10114.35% a year — with a worst peak-to-trough fall of -8.25%. Past performance doesn't predict future results.

Growth of $10,000 · 2022-082026-07 · dividends reinvested

CAGR (annualized return)
14.35%
Volatility (annualized)
10.41%
Worst drawdown
-8.25%
Sharpe ratio
1.19

About SPYI

NEOS S&P 500 High Income ETF is an exchange-traded fund specifically designed to deliver high income through targeted exposure to the S&P 500 Index. The primary function of this ETF is to provide investors with a strategy that combines capital appreciation potential with the generation of significant dividend yields. The fund achieves this by investing in the equities of companies listed on the S&P 500 Index and applying a covered call strategy, which involves writing call options on its holdings. By doing so, the NEOS S&P 500 High Income ETF seeks to harness the premium income from the call options, enhancing the overall income of the fund. This ETF impacts a broad range of sectors represented within the S&P 500, such as technology, healthcare, and financials, making it a versatile income-focused instrument. In the broader financial market, the NEOS S&P 500 High Income ETF serves as an attractive option for investors seeking income distribution while retaining exposure to the diversified U.S. large-cap equity market. It is particularly significant for its approach to combining equity investments with an options strategy to maximize income.

Put SPYI to the test

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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.

SPYI — Neos S&P 500 High Income ETF: returns, risk & backtest · Informed Portfolio