Boosted High Income ETFs aim to offer both higher tax-efficient monthly income and enhanced market exposure
Intended to give investors more options to meet income needs, risk preferences
NEOS to stagger distribution payment schedule across family of ETFs for investors seeking weekly income distributions
NEOS Investments, an award-winning ETF issuer specializing in options-based income solutions, is excited to announce the launch of the NEOS Boosted High Income ETFs, which seek higher tax-efficient monthly income and enhanced market participation.
The new Boosted High Income ETFs build on the foundation of NEOS’ three largest ETFs: the NEOS S&P 500 High Income ETF (SPYI), NEOS Nasdaq-100 High Income ETF (QQQI), and NEOS Bitcoin High Income ETF (BTCI). They seek to create up to 150% of notional exposure to each underlying reference ETF.
The introduction of this suite is intended to give investors more options to meet their income needs across income targets, market exposures, and risk appetites.
The Boosted High Income ETF lineup includes:
- XSPI – NEOS Boosted S&P 500 High Income ETF
- XQQI – NEOS Boosted Nasdaq-100 High Income ETF
- XBCI – NEOS Boosted Bitcoin High Income ETF
“The Boosted High Income ETFs are designed to deliver higher, tax-efficient monthly income and attractive total return potential, extending the data-driven approach our investors have become familiar with,” said Garrett Paolella, Co-Founder and Managing Partner at NEOS Investments. “We’ve always focused on being a solutions provider, and we continue to expand the choices available to income investors, offering strategies tailored to different income needs and risk tolerances, from our Hedged Equity Income Suite to our core High Income Suite, and now the new Boosted High Income Suite.”
How Do the Boosted High Income ETFs Work?
The Boosted High Income ETFs apply the same disciplined, data-driven approach used across the existing NEOS High Income ETFs but seek to create up to 150% of notional exposure to their underlying reference ETF. A unique characteristic of these ETFs is that index options are used to create the “boosted” notional exposure over longer outcome periods, rather than relying on swaps or traditional daily leveraged ETF structures, typically known for higher financing costs.
New Distribution Payment Schedule for NEOS ETF Lineup Offers Weekly Income Potential:
The launch of this suite comes on the heels of the updated 2026 distribution payment schedule for all NEOS ETFs, staggering distributions to offer investors a way to diversify their income portfolios and payment dates:
- Week 1 – NEOS Boosted High Income ETFs
- Week 2 – NEOS Enhanced Fixed Income ETFs
- Week 3 – NEOS High Income ETFs
- Week 4 – NEOS Hedged Equity Income ETFs
Tax-Aware Income Investors Choose NEOS
Most recently, the NEOS Gold High Income ETF (IAUI) was nominated for “Best New Options Income ETF” at the upcoming 2026 ETF.com Awards. In 2025, NEOS won two industry awards—ETF.com’s Best New Active ETF, which was awarded to QQQI, and the ETF Express U.S. Award for Best Options Strategies ETF Issuer ($1-$10b). The firm also received multiple industry award nominations at the 2025 Wealth Management Industry Awards, reflecting its growing recognition within the ETF industry.
The NEOS Boosted High Income ETFs are available to investors through most major brokerage platforms with access to the U.S. markets. For more information, visit https://neosfunds.com.
About NEOS Investments
NEOS Investments is an award-winning ETF issuer founded in 2022 and headquartered in Westport, CT. The firm was established by a team of options-based ETF pioneers with decades of experience developing and managing some of the industry’s most widely used options-based ETFs. NEOS offers a suite of ETFs designed to deliver the next evolution of options-based investing where seeking income is the outcome. The firm’s solutions aim to provide investors with core portfolio building blocks that offer monthly income, tax efficiency, and diversification through a data-driven approach.
Important Disclosures:
Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or view/download a prospectus at https://neosfunds.com. Please read the prospectus carefully before you invest.
An investment in NEOS ETFs involve risk, including possible loss of principal. The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund's gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.
Leverage Risk. The use of leverage by the Fund, such as through the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. Relatively small market movements may result in large changes in the value of leveraged position and can result in losses that greatly exceed the amount originally invested.
New Fund Risk. The Funds are new, with limited or no operating history, which may result in additional risks for investors in the Fund. There can be no assurance that the Fund will grow to or maintain an economically viable size, in which case the Board of Trustees may determine to liquidate the Fund. While shareholder interests will be the paramount consideration, the timing of any liquidation may not be favorable to certain individual shareholders.
The information on this website or within this press release does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. NEOS Investments or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.
NEOS ETFs are distributed by Foreside Fund Services, LLC
Additional Risks specific to XBCI
Bitcoin Risk. Bitcoin is a relatively new innovation and the market for bitcoin is subject to rapid price swings, changes and uncertainty. The further development of the Bitcoin network and the acceptance and use of bitcoin are subject to a variety of factors that are difficult to evaluate. The slowing, stopping or reversing of the development of the Bitcoin network or the acceptance of bitcoin may adversely affect the price of bitcoin. Bitcoin is subject to the risk of fraud, theft, manipulation or security failures, operational or other problems that impact the digital asset trading venues on which bitcoin trades. The Bitcoin blockchain may contain flaws that can be exploited by hackers. A significant portion of bitcoin is held by a small number of holders sometimes referred to as “whales.” Transactions of these holders may influence the price of bitcoin.
Spot Bitcoin ETP Risk. The value of a Spot Bitcoin ETP security may be more volatile than the market as a whole and may perform differently from the value of the market as a whole. It is possible that Spot Bitcoin ETP issuer-specific attributes may cause an investment held by the Fund in such Spot Bitcoin ETP to be more volatile than the market generally.
Many of the risks associated with Spot Bitcoin ETP securities are the same as the risks of owning Bitcoin directly.
The NEOS Boosted Bitcoin High Income ETF does not invest directly in Bitcoin.
Award-Related Disclosures:
QQQI was awarded "Best New Active ETF" at the 2025 ETF.com Awards. There were ~25 submissions for "Best New Active ETF". The criteria for inclusion were that the ETF needed to be launched in 2025 within the actively managed category. Judges looked at a number of factors including performance, flows, uniqueness, and overall value-add to the ETF space.
NEOS Investments was awarded "Best Options Strategies ETF Issuer ($1bn-$10bn)" at the 2025 ETF Express U.S. Awards. Trackinsight has provided the pre-selection data for ETF issuer shortlists since 2020. To determine candidates, all ETFs that have been listed for the past 12 months are included. For each award category, an issuer’s ETFs within that category are combined to calculate total AUM. Issuers with less than USD 100 million in average assets over the review period are excluded. Shortlists are formed based on the percentage change in AUM over the prior 12 months, and in some categories, issuers are further grouped by asset-size tiers. The resulting shortlist goes into an industry voting survey, with each company limited to 10 internal votes. After review, votes are tallied to determine the winners.
The Wealthmanagement.com Industry Awards are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients. The program begins with an open nomination process for all categories which extends from February to May. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by a panel of independent judges with required industry expertise, looking at the submission’s innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September. No financial compensation is paid for consideration in the award process. Judges’ decisions are made independent of any firm’s business relationships with Informa Plc. Judges recuse themselves from the process from selecting finalists or winners for any category where the conflict exists.
The NEOS Gold High Income ETF (IAUI) was nominated for “Best New Options Income ETF” at the upcoming 2026 ETF.com Awards. View the criteria here.
Definitions:
Option: Options are financial derivatives that give buyers the right, but not the obligation, to buy or sell an underlying asset at an agreed-upon price and date.
Index Option: An index option contract is a derivative giving the holder the right, but not the obligation, to buy (call) or sell (put) the value of a broad market index (like the S&P 500) at a set price by a specific date, allowing investors to speculate on overall market direction or hedge portfolios without trading individual stocks, typically cash-settled and European-style (exercised only at expiration).
Leverage: Fund leverage is the use of borrowed money or financial instruments (like debt or derivatives) by an investment fund to increase its investment capital and amplify potential returns, but it also magnifies risk, meaning losses can be larger too.
Swap: A swap is a derivative contract by which two parties consent to exchange the cash flows or liabilities from two different financial instruments. Swaps usually involve cash flows based on a notional principal amount, like a debt or security instrument, but the underlying can vary widely.
Notional value: A term often used by derivatives traders to refer to the total value of the underlying asset in a contract. It can be the total value of a position, how much value a position controls, or an agreed-upon amount in a contract.
S&P 500® Index: An Index composed of selected stocks from five hundred (500) issuers, all of which are listed on national stock exchanges and spans over approximately 24 separate industry groups.
Nasdaq-100 Index (NDX®) defines today’s modern-day industrials—comprised of 100 of the largest and most innovative non-financial companies listed on the Nasdaq Stock Market based on market capitalization.
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