NEOS Investments, a leading issuer of options-based exchange-traded funds, announced the recent launch of three new ETFs in December, further expanding its lineup of tax efficient monthly income solutions and capping a year of strong asset growth and industry recognition. The new ETFs include the NEOS Ethereum High Income ETF...

NEOS Investments, an award-winning ETF issuer specializing in innovative options-based strategies, has received its second major industry award of 2025, being named "Best Option Strategies ETF Issuer ($1–10 Billion AUM)" at the ETF Express U.S. Awards. The recognition highlights NEOS’ continued innovation and growth within the rapidly expanding options-based ETF...

MONTH IN REVIEW October was another positive month for key indices as NDX led the way. Equities continued to rally in October for a sixth straight month.  Some of the key drivers for the continued rise in asset prices included increasing odds of multiple interest rate cuts over the next...

MONTH IN REVIEW September was another positive month for key indices as NDX led the way. Equities continued to rally in September for a fifth straight month.  Some of the key drivers for the continued rise in asset prices included increasing odds of multiple interest rate cuts, moderating inflation, and...

MONTH IN REVIEW August was another positive month for key indices as small caps led the way. Equities continued to rally in August for a fourth straight month.  Some of the key drivers for the continued rise in asset prices included stronger than expected corporate earnings, rising odds of future...

MONTH IN REVIEW Equities continued to rally in July for a third straight month. Some of the key drivers for the continued rise in asset prices included stronger than expected corporate earnings, positive economic data, and progress surrounding US trade policies. Following a return of 5.08% in June (total return),...

MONTH IN REVIEW The V-shaped recovery from the April lows continued in June across equity indices.  Some of the key drivers for the strong performance included the Israel-Iran hostilities becoming more contained, inflation printing cooler numbers, and talk of tariff-deadline extensions.  Following a return of 6.29% in May (total return),...

MONTH IN REVIEW Following a return of -0.68% for April (total return), SPX (the S&P 500) returned 6.29% (total return) in May.   After returning 1.55% (total return) in April, NDX (the Nasdaq-100) returned 9.13% (total return) in May.  The Russell 2000 returned 5.34% in May after a loss of -2.31%...

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....

MONTH IN REVIEW Following a return of -5.63% for March (total return), SPX (the S&P 500) returned -0.68% (total return) in April.   After returning -7.61% (total return) in March, NDX (the Nasdaq-100) returned 1.55% (total return) in April.  The Russell 2000 returned -2.31% in April after a loss of -6.81%...

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%...

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...

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...

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%...

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...

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%...

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...

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...