Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.68% 0.04% 6.428B 2.670M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.17% 2.00% 3.198B Upgrade

Basic Info

Investment Strategy
The Fund seeks to generate high monthly income in a tax efficient manner with the potential for equity appreciation in rising markets. The Fund is an actively-managed ETF that seeks to achieve its investment objective by investing in a portfolio of stocks that make up the S&P 500 Index and a call options strategy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name NEOS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
18.13%
19.04%
16.03%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.82%
--
--
--
--
--
--
22.42%
13.80%
--
--
--
--
--
--
--
19.34%
-9.70%
18.13%
-7.13%
13.93%
-4.36%
20.71%
18.99%
10.62%
-6.09%
21.09%
-6.71%
19.59%
-12.07%
11.09%
19.48%
6.61%
As of December 09, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -1.12%
Stock 99.86%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks to generate high monthly income in a tax efficient manner with the potential for equity appreciation in rising markets. The Fund is an actively-managed ETF that seeks to achieve its investment objective by investing in a portfolio of stocks that make up the S&P 500 Index and a call options strategy.
General
Security Type Exchange-Traded Fund
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name NEOS
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders