SPYH - ETF AI Analysis
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NEOS S&P 500 Hedged Equity Income ETF (SPYH)
SPYH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 38.33M
- Region
- North America
- Expense Ratio
- 0.68%
- Beta
- 0.65
- Issuer
- Neos
- Inception Date
- Apr 02, 2025
- Dividend Yield
- 7.81%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SPYH Summary
The NEOS S&P 500 Hedged Equity Income ETF (SPYH) invests in many of the largest U.S. companies, mainly from the S&P 500, with a focus on generating monthly income while trying to reduce big losses. It holds well-known names like Apple, Nvidia, Microsoft, Amazon, and Alphabet, giving investors broad exposure to major sectors such as technology, finance, and health care. Someone might consider SPYH for diversified stock market exposure plus an added income focus and some built-in downside protection. A key risk is that it still invests in stocks, so its value can go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.68%, which means you’ll pay about $6.80 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because SPYH is actively managed and uses options strategies to hedge risk and generate income.
What would affect this ETF?
SPYH could benefit if large U.S. companies, especially big technology names like Nvidia, Apple, and Microsoft, continue to grow and if market volatility stays moderate, allowing its options strategy to generate steady income while still participating in stock gains. On the downside, sharp market drops, tighter regulations on large tech firms, or rapid interest rate increases that hurt growth stocks and overall U.S. equity sentiment could limit returns even with its built-in hedging approach.
SPYH Top 10 Holdings
SPYH is leaning heavily on Big Tech, with Nvidia, Apple, and Microsoft setting the tone. Apple and Microsoft have been steadily rising, helping to power the fund, while Nvidia’s recent wobble shows that the AI trade can lose steam in the short term. Amazon adds another leg of support with solid, if more measured, gains. On the flip side, both Alphabet share classes have been lagging, acting as a mild drag. Overall, this is a U.S.-focused, tech-heavy portfolio where a handful of mega-cap names do most of the heavy lifting.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.80% | $2.99M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.68% | $2.94M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 5.93% | $2.27M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.60% | $1.38M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.50% | $959.60K | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.47% | $946.34K | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 2.03% | $777.51K | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 2.07% | $795.01K | $1.57T | -7.72% | 76Outperform |
 TSLA | Tesla | 1.73% | $663.03K | $1.58T | -9.15% | 73Outperform |
SPYH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPYH, the sentiment is Negative. The current price of 55.57 is below the 20-day moving average (MA) of 56.32, below the 50-day MA of 56.04, and above the 200-day MA of 53.86, indicating a neutral trend. The MACD of 0.01 indicates Positive momentum. The RSI at 40.88 is Neutral, neither overbought nor oversold. The STOCH value of 23.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPYH.
SPYH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPYH | $55.57 | $63.00(13.36% Upside) | $38.33M | 0.68% | 73Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 FCUS | $36.61 | $47.35(29.34% Upside) | $86.02M | 0.80% | 67Neutral |
 EGGQ | $43.39 | $66.70(53.72% Upside) | $77.29M | 0.93% | 58Neutral |
 REGS | $11.08 | $14.68(32.48% Upside) | $76.65M | 0.35% | 74Outperform |
 SPCT | $27.98 | $32.05(14.55% Upside) | $71.86M | 0.85% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPYH | NEOS S&P 500 Hedged Equity Income ETF | 55.57 | 4.44 | 8.67% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| EGGQ | NestYield Visionary ETF | 43.39 | -3.25 | -6.98% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% | |
| SPCT | Liberty One Spectrum ETF | 27.98 | 3.04 | 12.18% |
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.