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Featured Insights

Explore ideas and insights with a keen focus on the rapidly growing "options-based" segment of the ETF market.

  • Monthly Income Podcast
  • ETF Insights & Market Commentary
  • Fund Comparison
  • Educational Videos

Monthly Income Podcast

Join pioneers in the options-based ETF space, Garret Paolella and Troy Cates, for their monthly thoughts on how to seek income as the outcome.

ETF Insights & Market Commentary

Explore monthly macro commentaries and fund specific insights.

Insight

QQQI Awarded “Best New Active ETF” at the 2025 ETF.com Awards

NEOS Investments is proud to announce that the NEOS Nasdaq-100 High Income ETF (Ticker: QQQI) was awarded “Best New Active ETF” at the 2025 ETF.com Awards, recognizing its standout approach to seeking high monthly income, tax efficiency, and upside potential within the rapidly growing segment of the options-based ETF market....

Insight

March 2025 Monthly Market Note

MONTH IN REVIEW Following a return of -1.30% for February (total return), SPX (the S&P 500) returned -5.63% (total return) in March.   After returning -2.69% (total return) in February, NDX (the Nasdaq-100) returned -7.61% (total return) in March.  The Russell 2000 returned -6.81% in March after a loss of -5.35%...

Insight

A Look at SPYI’s 2024 Distribution Classifications

High Income ETFs from NEOS Investments such as the NEOS S&P 500 High Income ETF (SPYI) aim to offer investors high monthly income, tax efficiency, and long-term capital appreciation.   When evaluating the tax efficiency of income-focused ETFs – particularly ones that utilize option writing – investors should understand the...

Insight

Next Evolution Options Strategies: Seeking Income as the Outcome

NEOS Investments was founded by a global team of experts who collectively bring decades of experience, both individually and as colleagues working together at several previous firms on numerous ETFs currently in market. Our suite of options-based income ETFs combine quantitative analysis with decades of experience trading and investing across...

Insight

February 2025 Monthly Market Note

MONTH IN REVIEW Following a gain of 2.78% for January (total return), SPX (the S&P 500) returned -1.30% (total return) in February. After returning 2.25% (total return) in January, NDX (the Nasdaq-100) returned -2.69% (total return) in February. The Russell 2000 returned -5.35% in February after a gain of 2.62%...

Insight

The Importance of Tax Efficiency Within Your Income Portfolio

Recent Growth of Options-Based Strategies and ETFs In recent years there has been tremendous growth in the number of options-based ETFs as well as their assets under management. At the end of 2017, there were 105 options-based funds focused on broad-based US equity markets with a total of $38.1 billion...

Insight

January 2025 Monthly Market Note

MONTH IN REVIEW  Following a loss of -2.39% for December (total return), SPX (the S&P 500) returned 2.78% (total return) in January. After returning 0.46% (total return) in December, NDX (the Nasdaq-100) returned 2.25% (total return) in January. The Russell 2000 returned 2.62% in January after a loss of -8.26%...

Insight

Return of Capital Distributions in Option-Writing ETFs

ETFs that utilize option writing strategies to generate income can be an attractive option for investors looking to enhance portfolio income or manage risk. Options-based ETFs focused on generating reliable income for investors may also provide return of capital distributions. While some investors may view return of capital as a...

Insight

30 Day SEC Yield, Distribution Rate, and Dividend Yield- What to Make of Them?

At NEOS Investments, we understand the importance of generating income for our investors, especially in today's challenging environment where interest rates continue to be volatile.   Options-based ETFs from NEOS Investments seek high monthly income in a tax-efficient manner, while offering core portfolio exposure across equities, fixed income, and cash...

Educational Videos

Engaging videos about the inner working of our ETFs and the themes they aim to follow.

Explore Our ETFs

Equity High Income

Equity High Income

ETFs that seek tax efficient monthly income and upside potential

Hedged Equity Income

Hedged Equity Income

ETFs that seek tax efficient monthly income and a measure of downside protection

High Income Alternatives

High Income Alternatives

Alternative asset classes with an added layer of high monthly income potential

Enhanced Fixed Income

Enhanced Fixed Income

Fixed income portfolios with an added layer of enhanced tax efficient monthly income potential

Enhanced Income U.S. Treasuries

Enhanced Income U.S. Treasuries

U.S. Treasuries with an added layer of enhanced tax efficient monthly income potential

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