NEOS Boosted S&P 500 High Income ETFNEOS Boosted S&P 500 High Income ETFNEOS Boosted S&P 500 High Income ETF

NEOS Boosted S&P 500 High Income ETF

No trades

Key stats


Assets under management (AUM)
‪62.20 M‬USD
Fund flows (1Y)
‪61.75 M‬USD
Dividend yield (indicated)
16.47%
Discount/Premium to NAV
0.1%
Shares outstanding
‪1.27 M‬
Expense ratio
0.98%

About NEOS Boosted S&P 500 High Income ETF


Issuer
NEOS Investments LLC
Brand
Neos
Home page
Inception date
Feb 2, 2026
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Synthetic
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Neos Investment Management LLC
Distributor
Foreside Fund Services LLC
Identifiers
3
ISIN US78433H4939
CFI code
CEOJLS
XSPI seeks high monthly income at an annualized rate of 15-18% via stocks of the S&P 500 Index (SPX) combined with options strategies. The fund targets enhanced monthly distributions through stock dividends and SPX call options premium using a call spread strategy expected to generate net credit through the sale of call options costing more than long out-of-the-money call options. In addition, it employs both traditional and synthetic covered call strategies. The fund creates synthetic exposure purchasing SPX call options and selling SPX (rather than owning index constituents) simulating both upside and downside. However, this limits participation in potential gains if SPX shares increase in value while also exposing investors to the stocks potential downside. XSPI aims to take advantage of index option futures contracts with lower tax rates than listed options. The actively managed fund may actively trade call options prior to expiration to manage tax loss harvesting opportunities.

Broaden your horizons with more funds linked to this ETF via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Breakdown by region
97%2%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Frequently asked questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
XSPI trades at 48.96 USD today, its price has fallen −0.42% in the past 24 hours. Track more dynamics on XSPI price chart.
XSPI net asset value is 49.70 today — it's risen 1.64% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
XSPI assets under management is ‪62.20 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
XSPI fund flows account for ‪61.75 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
XSPI invests in stocks. See more details in our Analysis section.
XSPI expense ratio is 0.98%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
Yes, XSPI is a leveraged ETF, meaning it uses borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, XSPI pays dividends to its holders with the dividend yield of 16.47%.
XSPI trades at a premium (0.14%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
XSPI shares are issued by NEOS Investments LLC
XSPI follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Feb 2, 2026.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.