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SPYI vs EIPX

Neos S&P 500(R) High Income ETF vs FT Energy Income Partners Strategy ETF

SPYI

Neos S&P 500(R) High Income ETF

Neos Funds

Annual cost

0.68%

Fund size

$9.2B

EIPX

FT Energy Income Partners Strategy ETF

First Trust

Annual cost

0.95%

Fund size

$532M

Key differences

  • SPYI costs 0.27% less per year.
  • SPYI is significantly larger than EIPX — larger funds tend to be more liquid and less likely to close.
  • SPYI is classified as alternative, while EIPX is equity — different risk/return profiles.
  • SPYI follows a option income strategy; EIPX uses index tracking.
  • Over the last 3 years, EIPX has delivered higher annualized returns.

Side-by-side comparison

SPYIEIPX
Annual cost (TER)0.68%0.95%
Fund size (AUM)$9.2B$532M
Since20222022
Dividend yield11.90%2.61%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+25.1%+32.6%
CAGR 3Y+17.0%+21.0%
CAGR 5YN/AN/A
Sharpe 3Y1.051.16
Volatility 1Y9.70%11.12%
Max drawdown-16.47%-15.43%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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