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SPYI vs. BNO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPYI vs. BNO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS S&P 500 High Income ETF (SPYI) and United States Brent Oil Fund LP (BNO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPYI achieves a 7.72% return, which is significantly lower than BNO's 90.47% return.


SPYI

1D
-0.50%
1M
3.71%
YTD
7.72%
6M
8.37%
1Y
22.76%
3Y*
16.41%
5Y*
10Y*

BNO

1D
1.99%
1M
-10.29%
YTD
90.47%
6M
86.00%
1Y
91.89%
3Y*
27.93%
5Y*
24.16%
10Y*
13.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYI vs. BNO - Yearly Performance Comparison


2026 (YTD)2025202420232022
SPYI
NEOS S&P 500 High Income ETF
7.72%16.67%19.03%18.09%-2.44%
BNO
United States Brent Oil Fund LP
90.47%-5.44%9.67%-3.43%-8.72%

Correlation

The correlation between SPYI and BNO is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.29

Correlation (3Y)
Calculated over the trailing 3-year period

-0.06

Correlation (All Time)
Calculated using the full available price history since Aug 31, 2022

0.04

The correlation between SPYI and BNO shifts across timeframes, from -0.29 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SPYI vs. BNO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPYI
SPYI Risk / Return Rank: 7171
Overall Rank
SPYI Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SPYI Sortino Ratio Rank: 7070
Sortino Ratio Rank
SPYI Omega Ratio Rank: 7676
Omega Ratio Rank
SPYI Calmar Ratio Rank: 5858
Calmar Ratio Rank
SPYI Martin Ratio Rank: 7878
Martin Ratio Rank

BNO
BNO Risk / Return Rank: 6565
Overall Rank
BNO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BNO Sortino Ratio Rank: 5656
Sortino Ratio Rank
BNO Omega Ratio Rank: 6060
Omega Ratio Rank
BNO Calmar Ratio Rank: 8888
Calmar Ratio Rank
BNO Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPYI vs. BNO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS S&P 500 High Income ETF (SPYI) and United States Brent Oil Fund LP (BNO). 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.


SPYIBNODifference
Sharpe ratioReturn per unit of total volatility

+0.15

Sortino ratioReturn per unit of downside risk

+0.54

Omega ratioGain probability vs. loss probability

1.47

1.38

+0.09

Calmar ratioReturn relative to maximum drawdown

2.96

5.17

-2.21

Martin ratioReturn relative to average drawdown

15.43

9.76

+5.67

SPYI vs. BNO - Sharpe Ratio Comparison

The current SPYI Sharpe Ratio is 2.38, which is comparable to the BNO Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of SPYI and BNO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SPYIBNODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.38

2.23

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

1.21

0.14

+1.07

Drawdowns

SPYI vs. BNO - Drawdown Comparison

The maximum SPYI drawdown since its inception was -16.47%, smaller than the maximum BNO drawdown of -87.06%. Use the drawdown chart below to compare losses from any high point for SPYI and BNO.


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Drawdown Indicators


SPYIBNODifference

Max Drawdown

Largest peak-to-trough decline

-16.47%

-87.06%

+70.59%

Max Drawdown (1Y)

Largest decline over 1 year

-7.72%

-17.87%

+10.15%

Max Drawdown (3Y)

Largest decline over 3 years

-16.47%

-23.75%

+7.28%

Max Drawdown (5Y)

Largest decline over 5 years

-33.70%

Max Drawdown (10Y)

Largest decline over 10 years

-75.18%

Current Drawdown

Current decline from peak

-0.50%

-10.29%

+9.79%

Average Drawdown

Average peak-to-trough decline

-1.80%

-40.17%

+38.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

9.45%

-7.97%

Volatility

SPYI vs. BNO - Volatility Comparison

The current volatility for NEOS S&P 500 High Income ETF (SPYI) is 1.82%, while United States Brent Oil Fund LP (BNO) has a volatility of 14.22%. This indicates that SPYI experiences smaller price fluctuations and is considered to be less risky than BNO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPYIBNODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.82%

14.22%

-12.40%

Volatility (6M)

Calculated over the trailing 6-month period

7.41%

36.10%

-28.69%

Volatility (1Y)

Calculated over the trailing 1-year period

9.63%

41.46%

-31.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.92%

35.38%

-22.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.92%

36.68%

-23.76%

SPYI vs. BNO - Expense Ratio Comparison

SPYI has a 0.68% expense ratio, which is lower than BNO's 0.90% expense ratio.


Dividends

SPYI vs. BNO - Dividend Comparison

SPYI's dividend yield for the trailing twelve months is around 11.64%, while BNO has not paid dividends to shareholders.


PositionTTM2025202420232022
BNO
United States Brent Oil Fund LP
0.00%0.00%0.00%0.00%0.00%
SPYI
NEOS S&P 500 High Income ETF
11.64%11.70%12.04%12.01%4.10%

Frequently Asked Questions


SPYI and BNO have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNO has higher volatility (14.22%) compared to SPYI (1.82%). In terms of maximum drawdown, SPYI dropped -16.47% vs BNO's -87.06%.

On 3-year performance, BNO leads with 27.93% vs 16.41% for SPYI. On fees, SPYI is cheaper at 0.68% per year. On volatility, SPYI has been the lower-risk option at 1.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BNO has performed better with a 27.93% return vs 16.41%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPYI is cheaper with a 0.68% expense ratio, compared with 0.90% for BNO.

SPYI has the higher dividend yield at 11.64%, compared with 0.00% for BNO.

SPYI is categorized as Derivative Income, while BNO is Oil & Gas. They also come from different issuers: Neos and Concierge Technologies. Their fees differ too: 0.68% for SPYI and 0.90% for BNO.

SPYI currently has the higher Sharpe Ratio (2.38 vs 2.23), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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