XQQINEOS Boosted Nasdaq-100(R) High Income ETF

Get incomeNewRanked #1,089 of 1,706 in this goal

Seeks to boost performance by generating high monthly income in a tax efficient manner with potential for enhanced equity appreciation.

By Neos Funds · Launched 2026

Annual Cost

0.98%

#5,220 of 6,040 · expensive

Fund Size

$314M

#2,045 of 6,040 · large

Return (1Y)

N/A

Track Record

7 months

#5,133 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,570+15.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Option income

Index tracked

Nasdaq-100 Index

Holdings

By weight

Concentration

Top 10 holdings = 48.3% of fundmoderately concentrated

NVIDIA Corp

9.0%

Apple Inc

7.9%

Microsoft Corp

6.0%

Amazon.com Inc

4.7%

Tesla Inc

3.9%

Alphabet Inc

3.6%

Walmart Inc

3.5%

Meta Platforms Inc

3.5%

Alphabet Inc

3.3%

Broadcom Inc

3.1%

Asset allocation

Stocks

98.7%

Cash

1.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-15.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to boost performance by generating high monthly income in a tax efficient manner with potential for enhanced equity appreciation.
Strategy: Actively manages a portfolio of stocks that make up the Nasdaq-100® Index while writing call options to generate high monthly income. The Fund aims to boost its long exposure and income through a synthetic options strategy, focusing on companies included in the Reference Index.
Inception date: February 2, 2026
Fund family: Neos Funds