SPYH
NEOS S&P 500 Hedged Equity Income ETF
2026-07-09
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BATS · Active · options-income
SPYH
NEOS S&P 500 Hedged Equity Income ETF
NEOS Investment Management, LLC
Verdict
WATCH
Weighted score · 3.80 / 5
AUM
$28M
assets under mgmt
Avg Volume
10K
shares · daily
Distribution
7.6%
Monthly · 91% ROC
Expense Ratio
0.68%
0.68% gross
1Y Return
vs underlying
Sharpe
1.37
Max DD -6.4%
Fund Identity
What it is, who runs it, where it lives.
The NEOS S&P 500® Hedged Equity Income ETF (the "Fund") seeks high monthly income in a tax efficient manner with a measure of downside protection..
The Fund is an actively-managed ETF that invests in a portfolio of S&P 500® stocks combined with a put spread options collar consisting of written call options, long put options, and written put options on the S&P 500®. It seeks to generate monthly income from equity dividends and net option premiums, with the collar designed to reduce volatility and provide downside protection while limiting upside gains. The Fund generally uses a full replication strategy to track S&P 500® constituents, with a systematic rules-based model managing options positions. Options typically expire approximately 6 weeks from purchase and are rolled monthly.
Ticker
SPYH
Issuer
NEOS Investment Management, LLC
Exchange
BATS
Inception
2025-04-03 · 1.2 yrs
Mgmt style
Active
Replication
Physical (full replication) for equities plus Derivatives (options/futures) overlay — written calls, long puts, and written puts on the S&P 500®
Index-based
— · S&P 500® Index
Leverage
None
Strategy & Options Mechanics
How the portfolio is built and where the income comes from.
PORTFOLIO
Hybrid
actively managed
OPTIONS OVERLAY
Strategy
Put spread options collar: written (short) call options + long (bought) put options + written (short) put options
generates income
Underlying
S&P 500® (index options, SPX or equivalent)
income exposure
MONTHLY
7.6%
DIST. RATE
91% ROC
Section 1256 (60/40)
Underlying
S&P 500® (index options, SPX or equivalent)
Strategy
Put spread options collar: written (short) call options + long (bought) put options + written (short) put options
Tax
Section 1256 (60/40)
The Fund sells call options on up to 100% of the equity portfolio's value to generate premium, buys put options at a lower strike for downside protection, and sells put options at an even lower strike to generate additional premium, forming a net-credit put spread collar. Options have approximately 6-week expirations and are rolled monthly. The strategy qualifies as Section 1256 Contracts, providing 60/40 long-term/short-term capital gain tax treatment on options gains and losses.
Performance & NAV
Total return vs. the underlying, with drawdown context.
NAV HISTORY · JUN '25 – JUN '26
max DD -6.4% $56.12
JUN '25JUN '26
Max DD
-6.4%
Volatility
12.4%
Sharpe
1.37
Sortino
2.18
Calmar
2.78
Beta
0.69
Flat-NAV reinvestment hurdle
0.0%
Share of each distribution you’d need to reinvest just to hold NAV flat. 0% — the fund is covering its payout without eroding NAV.
1Y vs Underlying
Tracking err.
Yield on cost
8.8%
Distribution & Tax
Where the yield comes from — and how it’s taxed.
Composition · Recent Distribution
91%
ROC
Return of Capital — constructive91%
Net Investment Income9%
Frequency
Monthly
Dist. rate
7.58%
ROC %
91%
30-day SEC
not reported
Consistency
3 w/o cut
YOC · 1yr-ago buyer
8.3%
Tax Treatment — Section 1256 (60/40)
SECTION 1256 (60/40)
Distribution Composition (Recent)
91% Return of Capital
ROC is not free money — it lowers your cost basis. When shares are sold, capital gains are computed against the lower basis.
Composition · Narrative
The May 2026 distribution of $0.3662 per share is composed almost entirely of Return of Capital (91%, or $0.3333/share), with the remaining 9% ($0.0329/share) coming from estimated net investment income. On a fiscal year-to-date basis, 93% of cumulative distributions have been classified as Return of Capital.
Distribution & Return of Capital
Per-month payout split and the running return-of-capital share · last 14 months.
DIST ($/sh)ROC %
$0.00$0.18$0.37 0%50%100% 2025 ~93%2026 ~93% JAN '25JUN '25SEP '25DEC '25MAY '26 20252026
Return of capital ($/sh)
Net investment income ($/sh)
Monthly ROC %
Calendar-year ROC (YTD est.)
Distribution Growth & Schedule
Per-period growth of the payout, the latest schedule, and how long distributions take to repay NAV.
Distribution Growth by Lookback Period
+2.0% 1M +2.3% 3M +3.2% 6M +9.5% 1Y
Latest Distribution Schedule
Record date
2026-05-27
Ex-dividend
2026-05-27
Pay date
Payback Period
13.2 yr
Dist. Since Incep.
$4.8
Holdings & Concentration
Position sizing, top-name weights, and concentration risk.
Sector Mix · Tilt vs S&P 500
No sector feed for this fund.
Holdings
489
Top-10 Wt.
Technical Signal & Liquidity
Moving-average posture and a read on tradability.
Price vs. Moving Averages
$56.6$54.4$52.2$50.0
JAN '26JUN '26
Price $56.12
50-DMA $55.25
200-DMA $53.41
Bullish — 50-DMA above 200-DMA
Price $56.12 is above the 200-day SMA ($53.41); 50-day SMA $55.25. The 50-day SMA sits above the 200-day — an established uptrend, no recent crossover. Moving-average signals are a timing aid, not a recommendation — weigh them against the distribution profile and framework score.
Liquidity
Avg daily volume
10K
Avg dollar volume
$540,294
Bid/ask spread
0.14%
Premium/discount
+0.02%
Turnover
1%
Estimated bid/ask spread ~0.08% (tight). Average daily dollar volume ~$0.5M (thin). This spread is a high-low estimate, not a live quote; the issuer's reported median spread and premium/discount to NAV are shown above when available.
Assets Under Management
Trend: Falling. Source: shares×price (Massive, monthly).
AUM ($)
$28M
$30M$16M$1M
APR '25JUN '26
SOURCES  Massive market-data API, SEC EDGAR filings, issuer disclosures.
SPYH · 2026-06-22
Prepared by denvereyon
Research aid, not investment advice.