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SPYI vs. WKLY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SPYI and WKLY is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

Performance

SPYI vs. WKLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS S&P 500 High Income ETF (SPYI) and SoFi Weekly Dividend ETF (WKLY). The values are adjusted to include any dividend payments, if applicable.

20.00%25.00%30.00%35.00%40.00%NovemberDecember2025FebruaryMarchApril
30.87%
16.00%
SPYI
WKLY

Key characteristics

Returns By Period


SPYI

YTD

-4.57%

1M

-4.44%

6M

-3.46%

1Y

8.36%

5Y*

N/A

10Y*

N/A

WKLY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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SPYI vs. WKLY - Expense Ratio Comparison

SPYI has a 0.68% expense ratio, which is higher than WKLY's 0.49% expense ratio.


Expense ratio chart for SPYI: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SPYI: 0.68%
Expense ratio chart for WKLY: current value is 0.49%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
WKLY: 0.49%

Risk-Adjusted Performance

SPYI vs. WKLY — Risk-Adjusted Performance Rank

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

SPYI
The Risk-Adjusted Performance Rank of SPYI is 6868
Overall Rank
The Sharpe Ratio Rank of SPYI is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of SPYI is 6464
Sortino Ratio Rank
The Omega Ratio Rank of SPYI is 7070
Omega Ratio Rank
The Calmar Ratio Rank of SPYI is 7070
Calmar Ratio Rank
The Martin Ratio Rank of SPYI is 7171
Martin Ratio Rank

WKLY
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SPYI vs. WKLY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS S&P 500 High Income ETF (SPYI) and SoFi Weekly Dividend ETF (WKLY). 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.


The chart of Sharpe ratio for SPYI, currently valued at 0.57, compared to the broader market-1.000.001.002.003.004.00
SPYI: 0.57
The chart of Sortino ratio for SPYI, currently valued at 0.91, compared to the broader market-2.000.002.004.006.008.00
SPYI: 0.91
The chart of Omega ratio for SPYI, currently valued at 1.15, compared to the broader market0.501.001.502.00
SPYI: 1.15
The chart of Calmar ratio for SPYI, currently valued at 0.59, compared to the broader market0.002.004.006.008.0010.0012.00
SPYI: 0.59
The chart of Martin ratio for SPYI, currently valued at 2.67, compared to the broader market0.0020.0040.0060.00
SPYI: 2.67


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.57
1.00
SPYI
WKLY

Dividends

SPYI vs. WKLY - Dividend Comparison

SPYI's dividend yield for the trailing twelve months is around 13.19%, while WKLY has not paid dividends to shareholders.


TTM2024202320222021
SPYI
NEOS S&P 500 High Income ETF
13.19%12.04%12.01%4.10%0.00%
WKLY
SoFi Weekly Dividend ETF
0.00%0.24%2.93%3.20%1.21%

Drawdowns

SPYI vs. WKLY - Drawdown Comparison


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.44%
0
SPYI
WKLY

Volatility

SPYI vs. WKLY - Volatility Comparison

NEOS S&P 500 High Income ETF (SPYI) has a higher volatility of 13.32% compared to SoFi Weekly Dividend ETF (WKLY) at 0.00%. This indicates that SPYI's price experiences larger fluctuations and is considered to be riskier than WKLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.32%
0
SPYI
WKLY