PortfoliosLab logoPortfoliosLab logo
XSPI vs. SPYI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XSPI vs. SPYI - Performance Comparison

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

Loading graphics...

XSPI vs. SPYI - Yearly Performance Comparison


Returns By Period


XSPI

1D
4.33%
1M
-6.55%
YTD
6M
1Y
3Y*
5Y*
10Y*

SPYI

1D
2.91%
1M
-4.27%
YTD
-3.13%
6M
0.26%
1Y
16.35%
3Y*
14.25%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


XSPI vs. SPYI - Expense Ratio Comparison

XSPI has a 0.98% expense ratio, which is higher than SPYI's 0.68% expense ratio.


Return for Risk

XSPI vs. SPYI — Risk / Return Rank

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

XSPI

SPYI
SPYI Risk / Return Rank: 6969
Overall Rank
SPYI Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
SPYI Sortino Ratio Rank: 6464
Sortino Ratio Rank
SPYI Omega Ratio Rank: 7373
Omega Ratio Rank
SPYI Calmar Ratio Rank: 6666
Calmar Ratio Rank
SPYI Martin Ratio Rank: 8181
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.

XSPI vs. SPYI - Risk-Adjusted Trends Comparison

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

XSPI vs. SPYI - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


XSPISPYIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.69

1.00

-2.69

Correlation

The correlation between XSPI and SPYI is 0.99, 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

XSPI vs. SPYI - Dividend Comparison

XSPI's dividend yield for the trailing twelve months is around 3.08%, less than SPYI's 12.50% yield.


TTM2025202420232022
XSPI
NEOS Boosted S&P 500 High Income ETF
3.08%0.00%0.00%0.00%0.00%
SPYI
NEOS S&P 500 High Income ETF
12.50%11.70%12.04%12.01%4.10%

Drawdowns

XSPI vs. SPYI - Drawdown Comparison

The maximum XSPI drawdown since its inception was -11.59%, smaller than the maximum SPYI drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for XSPI and SPYI.


Loading graphics...

Drawdown Indicators


XSPISPYIDifference

Max Drawdown

Largest peak-to-trough decline

-11.59%

-16.47%

+4.88%

Max Drawdown (1Y)

Largest decline over 1 year

-11.02%

Current Drawdown

Current decline from peak

-7.77%

-5.03%

-2.74%

Average Drawdown

Average peak-to-trough decline

-3.48%

-1.86%

-1.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

Volatility

XSPI vs. SPYI - Volatility Comparison


Loading graphics...

Volatility by Period


XSPISPYIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.08%

Volatility (6M)

Calculated over the trailing 6-month period

8.27%

Volatility (1Y)

Calculated over the trailing 1-year period

22.20%

16.22%

+5.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.20%

13.12%

+9.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.20%

13.12%

+9.08%