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SPYH - ETF AI Analysis
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NEOS S&P 500 Hedged Equity Income ETF (SPYH)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating strong momentum in its portfolio.
Negative Factors
High Technology Exposure
With over 35% of the portfolio in Technology, the ETF is heavily reliant on the performance of this sector, increasing risk during tech downturns.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Above-Average Expense Ratio
The ETF's expense ratio is higher than many similar funds, which could reduce net returns for investors over time.
SPYH vs. SPDR S&P 500 ETF (SPY)
AUM18.35M
RegionNorth America
Expense Ratio0.68%
Beta0.68
IssuerNeos
Inception DateApr 02, 2025
Dividend Yield5.5%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,624
30 Day Avg. Volume8,786
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
64.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering485
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPYH Summary
The NEOS S&P 500 Hedged Equity Income ETF (SPYH) is an investment fund that focuses on large U.S. companies within the S&P 500, including well-known names like Nvidia and Microsoft. It uses a special strategy to reduce risk during market downturns while aiming to provide steady income, making it appealing for investors who want growth with some protection. With a strong focus on technology and financial sectors, this ETF offers exposure to a wide range of industries. However, new investors should know that its performance depends heavily on the U.S. stock market, which can rise and fall unpredictably.
How much will it cost me?The NEOS S&P 500 Hedged Equity Income ETF (SPYH) has an expense ratio of 0.68%, meaning you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because it is actively managed and uses a complex strategy involving options to hedge against market volatility and provide income.
What would affect this ETF?The NEOS S&P 500 Hedged Equity Income ETF (SPYH) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact its financial and consumer cyclical sector exposure, while broader market volatility might challenge its hedging strategy. Regulatory changes or shifts in tax policies could also influence the ETF's income-generating approach.
SPYH Top 10 Holdings
The SPYH ETF leans heavily on the tech sector, with names like Nvidia, Apple, and Microsoft driving its performance. Nvidia, despite its long-term AI potential, has shown mixed momentum recently, while Apple and Microsoft have been steady contributors, supported by strong fundamentals. Alphabet stands out with a rising trajectory, fueled by its AI and cloud investments, while Tesla has been a bright spot with strong recent gains. However, Berkshire Hathaway’s sluggish performance has been a slight drag. Overall, the fund’s U.S.-centric, tech-heavy positioning keeps it tied closely to the fortunes of Big Tech and innovation leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.86% | $1.44M | $4.60T | 32.07% | 76 Outperform | |
| Apple | 6.58% | $1.20M | $3.85T | 6.73% | 79 Outperform | |
| Microsoft | 6.12% | $1.12M | $3.59T | 12.61% | 79 Outperform | |
| Amazon | 4.00% | $731.44K | $2.58T | 10.88% | 71 Outperform | |
| Alphabet Class A | 3.17% | $581.17K | $3.89T | 67.80% | 85 Outperform | |
| Broadcom | 2.75% | $503.23K | $1.63T | 44.99% | 76 Outperform | |
| Alphabet Class C | 2.55% | $467.20K | $3.89T | 66.85% | 82 Outperform | |
| Meta Platforms | 2.41% | $441.11K | $1.64T | 5.79% | 76 Outperform | |
| Tesla | 2.05% | $375.76K | $1.43T | 10.34% | 73 Outperform | |
| Berkshire Hathaway B | 1.56% | $285.77K | $1.07T | 10.61% | 66 Neutral |
SPYH Technical Analysis
Positive
―
Price Trends
54.67
Positive
53.91
Positive
Market Momentum
0.26
Negative
59.78
Neutral
72.80
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.18, equal to the 50-day MA of 54.67, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.26 indicates Negative momentum. The RSI at 59.78 is Neutral, neither overbought nor oversold. The STOCH value of 72.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPYH.
SPYH Peer Comparison
Comparison Results
Performance Comparison
SPYH
NEOS S&P 500 Hedged Equity Income ETF
55.54
12.21
28.18%
PRCS
Parnassus Core Select ETF
―
―
―
BCUS
Bancreek U.S. Large Cap ETF
―
―
―
UPSD
Aptus Large Cap Upside ETF
―
―
―
HUSV
First Trust Horizon Managed Volatility Domestic ETF
―
―
―
LVDS
JPMorgan Fundamental Data Science Large Value ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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