Advisors and investors are seeking dependable, above-average income outside of the fixed income universe. That makes covered call and options-based ETFs increasingly fertile territory for income seekers. However, selectivity and structure are paramount. NEOS has a little something for income investors of all stripes. The tax-efficient income delivered by its ETFs arrives monthly. Another source of allure: It largely isn't correlated to goings on in the bond market. "Beyond delivering best-in-class options-b ...

Translation: QQQI delivered performance that compared quite favorably with NDX while delivering out- performance of its rivals with a yield that topped those competing ETFs, too. For more news, information, and analysis, visit the Tax-Efficient Income Content Hub. RELATED TOPICS The Nasdaq-100 Index (NDX) is a lot of things. Home to many of the largest companies in the world? Check. A collection of some of the leading artificial intelligence stocks? Check. A prime destination for equity income? Not so much ...

Core Insights - NEOS Investments launched its first trio of options income ETFs on August 30, 2022, which have collectively reached an AUM of $5.7 billion within three years [1] - The firm has accumulated over $10 billion in assets since the launch of its flagship funds, focusing on high income and tax efficiency [2] - NEOS offers core exposure to the S&P 500, short-term Treasury Bills, and the broad bond market through its ETFs, utilizing an option-writing strategy to generate high income [3] Fund Performance - SPYI has attracted over $2.25 billion in net flows in 2023 and has total returns of 45.91% since inception as of July 31, 2025, showcasing effective active management [5] - SPYI's distribution rate stands at 12.05% as of the end of July, outperforming its peers [7] - BNDI and CSHI have also shown better total returns and higher distribution rates than their peers and benchmarks since inception [8] Tax Efficiency - The funds utilize Section 1256 Contracts for options, allowing for favorable tax treatment on capital gains, with 60% taxed as long-term and 40% as short-term [3] - A portion of distributions from all three ETFs qualifies as a return of capital, which can enhance tax efficiency [4] - The managers engage in tax-loss harvesting opportunities throughout the year to optimize tax outcomes [11] Expansion and Innovation - NEOS has expanded its ETF lineup to include high-income offerings in alternatives and hedged equity income ETFs, including the NEOS Nasdaq 100 High Income ETF launched in January 2024, which has accumulated over $3.4 billion in AUM this year [9]