Tax-Efficient Income
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SPYI: Tax-Efficient Income That Is More Appealing Than Alternatives
Seeking Alpha· 2025-10-24 12:00
Neos S&P 500(R) High Income ETF (BATS: SPYI ) has proven that it's capable of being the foundation of an income portfolio. SPYI essentially offers exposure to the S&P 500 index ( SPX ) whileFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pac ...
NEOS Investments Adds Tax-Efficient Income ETF NIHI
Etftrends· 2025-09-17 21:52
Core Insights - The ETF industry is experiencing significant growth, particularly in income ETF strategies, with NEOS Investments launching the NEOS MSCI EAFE High Income ETF (NIHI) to meet rising investor demand for current income [1][2]. Group 1: NEOS MSCI EAFE High Income ETF (NIHI) - NIHI is designed to provide high monthly income through an active investment strategy that includes a call options approach [3]. - The fund charges a fee of 68 basis points and invests in underlying ETFs tracking the MSCI EAFE Investable Market Index, aiming to enhance income through call options [3]. - The underlying index is market cap-weighted, including companies with market caps from approximately $50 million to $325 billion, with notable sectors being industrials and financials [4]. Group 2: Market Context and Investor Considerations - NIHI's launch coincides with a period where investors may be focusing on tax considerations as the year ends, potentially seeking ways to add income while reducing tax exposure [2]. - The ETF may appeal to near-retirement investors looking for current income amidst market volatility, as well as younger investors seeking steady income and tax efficiency [5]. - NIHI's active management approach is positioned to maximize the benefits of its call option strategy, making it a competitive option in the income ETF category [5].
FEPI: Tax-Efficient Income From A Buy-And-Hold Option ETF
Seeking Alpha· 2025-09-03 09:37
Group 1 - The article discusses the author's extensive experience in analyzing option ETFs and their performance over the past two years, leading to a clearer understanding of high-yield ETFs [1] - The author emphasizes the importance of a diversified investment strategy that includes classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1] - A hybrid investment system combining growth and income strategies is highlighted as an effective approach to achieve total returns on par with the S&P [1]