Generating High Yields and Tax Efficiency With the S&P 500

NEOS’ Paolella talks about his firm and its lineup of ETFs.

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The NEOS S&P 500 High Income ETF (SPYI) has been a hit since it was launched in Aug. 2022.

The fund has accumulated $1.3 billion in assets under management as investors have been attracted to its strategy of generating high monthly income in a tax efficient manner.

How does SPYI and its sister ETF, the $158 million NEOS Nasdaq-100 High Income ETF (QQQI) work? 

In this special podcast edition of Exchange Traded Fridays, etf.com Senior Analyst Sumit Roy and etf.com Wealth Management Editor Jeff Benjamin sit down with Garrett Paolella, Co-Founder and Managing Partner at NEOS Investments to find out.

Paolella also discusses his firm’s pair of fixed income ETFs, which aim to deliver enhanced monthly income for investors.  

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