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SPYINeos S&P 500(R) High Income ETF

Get income3y track recordRanked #435 of 1,622 in this goal

Seeks to generate high monthly income with potential equity appreciation in rising markets.

By Neos Funds · Launched 2022

Annual Cost

0.68%

#3,411 of 5,562 · average

Fund Size

$10.1B

#274 of 5,562 · large

Dividend YieldGoal

0.50%

Track Record

3 years

#2,764 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,069+20.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.4% of fundwell diversified

NVIDIA Corp
7.8%
Apple Inc
6.9%
Microsoft Corp
6.2%
Amazon.com Inc
3.8%
Alphabet Inc
3.1%
Broadcom Inc
2.8%
Alphabet Inc
2.5%
Meta Platforms Inc
2.5%
Tesla Inc
2.2%
Berkshire Hathaway Inc
1.6%

Asset allocation

Stocks
98.6%
Cash
0.7%
Other
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.2%Moderate

Year-on-year price swings

Max drawdown
-16.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to generate high monthly income with potential equity appreciation in rising markets.
Strategy
Actively managed ETF investing primarily in S&P 500 stocks and employing a call options strategy. Generates income from premiums on written call options and dividends from equity holdings.
Inception date
August 29, 2022
Fund family
Neos Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19