NEOS ETFs - Tax-Efficient High Income Options

NEOS specializes in tax-efficient, high-income ETFs using sophisticated options strategies on major indices. Generate consistent monthly income while maintaining broad market exposure with professional options management.

Tax EfficientIndex-BasedMonthly IncomeProfessional Management

NEOS Investment Philosophy

Tax-Efficient Income Focus

  • •Optimized for after-tax income generation
  • •Return of capital distributions when possible
  • •Professional options overlay management
  • •Broad index diversification

Options Overlay Strategy

  • •Covered call writing on index holdings
  • •Dynamic strike price management
  • •Monthly distribution schedule
  • •Volatility harvesting techniques

Tax Efficiency Advantage

NEOS ETFs are structured to optimize after-tax income through strategic distribution management. A significant portion of distributions may qualify as return of capital, which is not immediately taxable and instead reduces your cost basis in the fund.

NEOS ETF Lineup

Tax-efficient, high-income ETFs with professional options overlay management

SPYI

Tax Efficient

Large Cap Index

Moderate Risk
12.15%
Distribution Rate

NEOS S&P 500 High Income ETF

Underlying: S&P 500 Index

High monthly income through options strategies on the S&P 500 with tax efficiency focus

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QQQI

Tax Efficient

Tech Index

Moderate-High Risk
14.65%
Distribution Rate

NEOS Nasdaq-100 High Income ETF

Underlying: Nasdaq-100 Index

High income strategy on Nasdaq-100 tech stocks with options overlay

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IWMI

Tax Efficient

Small Cap Index

High Risk
14.90%
Distribution Rate

NEOS Russell 2000 High Income ETF

Underlying: Russell 2000 Index

Small-cap focused high income strategy with options overlay

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BTCI

Tax Efficient

Crypto/Bitcoin

Very High Risk
18%+
Distribution Rate

NEOS Bitcoin High Income ETF

Underlying: Bitcoin-related Assets

High income strategy using options on Bitcoin-related investments

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Core Index Strategies

Broad market exposure with income enhancement through options overlays

SPYI
S&P 500 High Income
12.15%
QQQI
Nasdaq-100 High Income
14.65%
IWMI
Russell 2000 High Income
14.90%

Specialized Strategy

Thematic exposure with high-income potential for sophisticated investors

BTCI - Bitcoin High Income

Unique approach to Bitcoin exposure through options strategies on Bitcoin-related assets. Higher risk but potential for significant income generation.

18%+ Distribution Rate

NEOS vs Traditional Income Strategies

StrategyIncome LevelTax EfficiencyMarket ExposureComplexity
NEOS ETFsHigh (12-18%)OptimizedBroad IndexModerate
Dividend ETFsModerate (2-5%)StandardDividend FocusLow
Bond ETFsLow-Moderate (3-6%)PoorFixed IncomeLow

NEOS ETF Investment Guide

Ideal for Investors Who

  • ✓Seek tax-efficient income
  • ✓Want broad market exposure
  • ✓Prefer professional management
  • ✓Need consistent monthly income

Key Benefits

  • •Higher income than traditional index funds
  • •Tax-optimized distribution structure
  • •Professional options management
  • •Diversified index exposure

Important Considerations

  • !Limited upside in bull markets
  • !Distribution amounts may vary
  • !Options strategies add complexity
  • !Tax implications vary by investor