XSPI ETF Analysis: NEOS Boosted SP500 High | NASDAQ

Derivative Income | NASDAQ, USA | Market Cap: 113m USD | 12M Return: 14.1% | US78433H4939 | Charts, Fundamentals & Technical Analysis

Equities, Options, Income, Large-Cap
Total Rating 52
Safety 47
Buy Signal -0.18
Derivative Income
Category Rotation: +9.6
AUM: 113M
Avg Turnover: 3.34M
Risk 3d forecast
Volatility12.3%
VaR 5th Pctl2.36%
VaR vs Median6.42%
Reward TTM
Sharpe Ratio1.00
Rel. Str. IBD65.9
Rel. Str. Peer Group81.3
Character TTM
Beta1.138
Beta Downside1.222
Hurst Exponent0.496
Drawdowns 3y
Max DD11.60%
CAGR/Max DD1.87
CAGR/Mean DD11.78

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 0.6 years of data

Jan - -
Feb - -
Mar - -
Apr - -
May - -
Jun - -
Jul - -
Aug - -
Sep - -
Oct - -
Nov - -
Dec - -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XSPI NEOS Boosted SP500 High

XSPI is an actively-managed ETF that holds the underlying stocks of the S&P 500 Index and enhances income by writing (selling) call options on that index. The covered call strategy is designed to generate high monthly income distributions for investors, primarily through the premiums received from selling call options.

Covered call ETFs like XPI operate in the derivative income segment of the ETF market, combining equity index exposure with options overlay strategies. Selling call options caps some of the upside potential in exchange for the income generated, making these funds typically suited for income-oriented investors rather than those seeking maximum capital appreciation.

Headlines to Watch Out For
  • S&P 500 performance drives NAV but caps upside via written calls
  • VIX volatility levels determine monthly option premium income collected
  • Competition from JEPI and JEPQ pressures AUM growth and fee revenue
What is the price of XSPI shares?

As of September 27, 2026, the stock is trading at USD 50.25 with a total of 71,829 shares traded. Over the past week, the price has changed by +1.68%, over one month by +1.85%, over three months by +8.41% and over the past year by +14.10%.

Current recommended Stop Loss: 49.50 (which is 1.5% or 1.5 ATR below the current price).

Is XSPI a buy, sell or hold?

NEOS Boosted SP500 High has no consensus analysts rating.