SPYHNEOS S&P 500 Hedged Equity Income ETF
Seeks high monthly income in a tax efficient manner with a measure of downside protection.
By Neos Funds · Launched 2025
Annual Cost
0.68%
#3,555 of 5,861 · average
Fund Size
$32M
#4,096 of 5,861 · small
Dividend YieldGoal
7.68%
Track Record
1 year
#4,218 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,367+13.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.3% of fund✓ well diversified
NVIDIA Corp
7.5%
Apple Inc
6.7%
Microsoft Corp
4.8%
Amazon.com Inc
3.6%
Alphabet Inc
3.0%
Broadcom Inc
2.6%
Alphabet Inc
2.4%
Meta Platforms Inc
2.2%
Tesla Inc
1.9%
Berkshire Hathaway Inc
1.6%
Asset allocation
Stocks
98.9%
Other
3.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.6%Low
Year-on-year price swings
Max drawdown
-6.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks high monthly income in a tax efficient manner with a measure of downside protection.
- Strategy
- Actively manages a portfolio of U.S.-listed stocks in the S&P 500® Index and employs a put spread options collar to generate income and provide downside protection. Concentrates in sectors like information technology and aims for high monthly income through dividends and options premiums.
- Inception date
- April 2, 2025
- Fund family
- Neos Funds
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Data updated on 2026-08-04