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BNDI vs. XQQI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNDI vs. XQQI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neos Enhanced Income Aggregate Bond ETF (BNDI) and NEOS Boosted Nasdaq-100 High Income ETF (XQQI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BNDI

1D
0.39%
1M
-0.76%
6M
0.76%
YTD
1.03%
1Y
4.24%
3Y*
4.98%
5Y*
10Y*
ALL TIME*
3.67%

XQQI

1D
2.19%
1M
-2.75%
6M
7.05%
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.17M$1.21M$1.43M
$10.60M$13.71M$14.32M

BNDI vs. XQQI - Yearly Performance Comparison


Correlation

The correlation between BNDI and XQQI is 0.44, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 3, 2026

0.44

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Return for Risk

BNDI vs. XQQI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BNDI
BNDI Risk / Return Rank: 4141
Overall Rank
BNDI Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
BNDI Sortino Ratio Rank: 4141
Sortino Ratio Rank
BNDI Omega Ratio Rank: 3838
Omega Ratio Rank
BNDI Calmar Ratio Rank: 4242
Calmar Ratio Rank
BNDI Martin Ratio Rank: 4545
Martin Ratio Rank

XQQI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BNDI vs. XQQI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Neos Enhanced Income Aggregate Bond ETF (BNDI) and NEOS Boosted Nasdaq-100 High Income ETF (XQQI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BNDIXQQIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.18

Calmar ratioReturn relative to maximum drawdown

1.55

Martin ratioReturn relative to average drawdown

5.12

BNDI vs. XQQI - Sharpe Ratio Comparison


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Drawdowns

BNDI vs. XQQI - Drawdown Comparison

The maximum BNDI drawdown since its inception was -7.25%, smaller than the maximum XQQI drawdown of -15.48%. Use the drawdown chart below to compare losses from any high point for BNDI and XQQI.


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Drawdown Indicators


BNDIXQQIDifference

Max Drawdown

Largest peak-to-trough decline

-7.25%

-15.48%

+8.23%

Max Drawdown (1Y)

Largest decline over 1 year

-2.75%

Max Drawdown (3Y)

Largest decline over 3 years

-4.90%

Current Drawdown

Current decline from peak

-1.23%

-8.22%

+6.99%

Average Drawdown

Average peak-to-trough decline

-1.70%

-3.84%

+2.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.83%

Volatility

BNDI vs. XQQI - Volatility Comparison


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Volatility by Period


BNDIXQQIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.07%

Volatility (6M)

Calculated over the trailing 6-month period

3.37%

Volatility (1Y)

Calculated over the trailing 1-year period

4.11%

28.37%

-24.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.13%

28.37%

-22.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.13%

28.37%

-22.24%

BNDI vs. XQQI - Expense Ratio Comparison

BNDI has a 0.58% expense ratio, which is lower than XQQI's 0.98% expense ratio.


Dividends

BNDI vs. XQQI - Dividend Comparison

BNDI's dividend yield for the trailing twelve months is around 5.89%, less than XQQI's 10.49% yield.


PositionTTM2025202420232022
BNDI
Neos Enhanced Income Aggregate Bond ETF
5.89%5.69%5.54%5.17%1.68%
XQQI
NEOS Boosted Nasdaq-100 High Income ETF
10.49%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BNDI and XQQI have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BNDI is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BNDI is cheaper with a 0.58% expense ratio, compared with 0.98% for XQQI.

XQQI has the higher dividend yield at 10.49%, compared with 5.89% for BNDI.

BNDI is categorized as Intermediate Core-Plus Bond, while XQQI is Nasdaq-100. Their fees differ too: 0.58% for BNDI and 0.98% for XQQI.

Portfolio Optimizer

Find the right allocation for BNDI and XQQI

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