XSPINEOS Boosted S&P 500(R) High Income ETF

Get incomeNewRanked #1,316 of 1,711 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%

#5,168 of 6,062 · expensive

Fund Size

$113M

#2,978 of 6,062 · mid-size

Return (1Y)

N/A

Track Record

7 months

#5,131 of 6,062 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,210+12.1%

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

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 36.8% of funddiversified

NVIDIA Corp

7.7%

Apple Inc

6.7%

Microsoft Corp

5.1%

Amazon.com Inc

3.6%

Alphabet Inc

3.1%

Broadcom Inc

2.8%

Alphabet Inc

2.4%

Meta Platforms Inc

1.9%

Tesla Inc

1.9%

Berkshire Hathaway Inc

1.6%

Asset allocation

Stocks

98.8%

Cash

1.2%

Other

0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.6%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: 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 U.S.-listed stocks that make up the S&P 500® Index while writing call options on the Reference Index to generate high monthly income. The Fund aims to enhance its long exposure through a synthetic options strategy, targeting high income relative to traditional equity holdings.
Inception date: February 2, 2026
Fund family: Neos Funds