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NIHI vs. XQQI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NIHI vs. XQQI - Performance Comparison

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

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NIHI vs. XQQI - Yearly Performance Comparison


Returns By Period


NIHI

1D
1.58%
1M
-4.42%
YTD
0.34%
6M
4.57%
1Y
3Y*
5Y*
10Y*

XQQI

1D
1.50%
1M
-4.91%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NIHI vs. XQQI - Expense Ratio Comparison

NIHI has a 0.68% expense ratio, which is lower than XQQI's 0.98% expense ratio.


Return for Risk

NIHI vs. XQQI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS MSCI EAFE High Income ETF (NIHI) 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.


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

NIHI vs. XQQI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NIHIXQQIDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

-1.14

+1.84

Correlation

The correlation between NIHI and XQQI is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

NIHI vs. XQQI - Dividend Comparison

NIHI's dividend yield for the trailing twelve months is around 6.40%, more than XQQI's 3.71% yield.


Drawdowns

NIHI vs. XQQI - Drawdown Comparison

The maximum NIHI drawdown since its inception was -10.88%, smaller than the maximum XQQI drawdown of -12.53%. Use the drawdown chart below to compare losses from any high point for NIHI and XQQI.


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Drawdown Indicators


NIHIXQQIDifference

Max Drawdown

Largest peak-to-trough decline

-10.88%

-12.53%

+1.65%

Current Drawdown

Current decline from peak

-6.28%

-6.50%

+0.22%

Average Drawdown

Average peak-to-trough decline

-2.24%

-3.39%

+1.15%

Volatility

NIHI vs. XQQI - Volatility Comparison


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Volatility by Period


NIHIXQQIDifference

Volatility (1Y)

Calculated over the trailing 1-year period

15.52%

28.08%

-12.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.52%

28.08%

-12.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.52%

28.08%

-12.56%