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NLSI NEOS Long/Short Equity Income ETF

Option income on SPY, paying monthly

Since its launch on Dec 10, 2025, NLSI paid 4.0% in cash and finished 7.8 points ahead of SPY.

NEOS · Income ETFs · data as of

Key facts

4.0%Cash paid, since launch, on its starting price
+19.9%Total return, since launch
+7.8 ptsAgainst SPY
100.0%Return of capital, latest payout (NEOS estimate)

Method

What a holder got

NLSI against SPYNLSI returned +19.9% with distributions reinvested against +12.1% for S&P 500 (SPY), used as a default proxy, a gap of +7.8 pts. Of that, 4.0% arrived as cash rather than price.+19.9%NLSI total return+12.1%S&P 500 (SPY), used as a default proxy4.0% as cash

Over the year to Sep 11, 2026, NLSI returned +19.9% with distributions reinvested and S&P 500 (SPY), used as a default proxy returned +12.1%, so a holder came out ahead of it by 7.8 points. The lighter segment is the 4.0% that arrived as cash rather than as price.

Its ten largest equity positions

NLSI top ten by weight, 44.6% of its 30 equity positions, from the holdings filed for Jun 30, 2026. The options the fund writes are not positions of this kind and are not listed. Source: the fund’s SEC filing.
HoldingTickerWeight
Micron Technology IncMU14.23%
F5 IncFFIV3.90%
Progressive Corp/ThePGR3.80%
Adobe IncADBE3.37%
Jack Henry & Associates IncJKHY3.32%
Universal Health Services IncUHS3.23%
Insulet CorpPODD3.19%
Veeva Systems IncVEEV3.19%
PTC IncPTC3.18%
NVIDIA CorpNVDA3.17%

Method

Period by period

NLSI over each window to Sep 11, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.
WindowCash paidPriceTotal returnSPYAhead or behind
3 months1.4%+14.9%+16.4%+3.3%+13.1 pts
6 months2.9%+25.3%+28.6%+16.0%+12.6 pts
Since launch4.0%+15.2%+19.9%+12.1%+7.8 pts

Method

When NLSI pays

NLSI pays monthly. The last distribution was $0.2465 a share, which went ex on Aug 26, 2026, with payment about 2 days later. The next has not been declared. On its own cadence of about 28 days the ex-date falls near Sep 23, 2026; that date is an ETFIQ projection, not the issuer’s.

Expected distributions for NLSI. Where the basis is a projection, ETFIQ has carried the fund’s own spacing forward from its last ex-date and held the amount at the last one paid; neither is an issuer statement. Source: ETFIQ.
Ex-datePay dateAmountBasis
Sep 23, 2026Sep 25, 2026$0.2465ETFIQ projection from the fund’s own cadence
Oct 21, 2026Oct 23, 2026$0.2465ETFIQ projection from the fund’s own cadence
Every distribution ETFIQ holds for NLSI (9, most recent first)
Cash distributions per share for NLSI. Source: ETFIQ from Tiingo end-of-day distributions.
Ex-dateAmount
Aug 26, 2026$0.2465
Jul 29, 2026$0.2365
Jun 24, 2026$0.2254
May 27, 2026$0.2256
Apr 29, 2026$0.2076
Mar 25, 2026$0.21
Feb 25, 2026$0.1982
Jan 28, 2026$0.2195
Dec 24, 2025$0.2371

Every income ETF going ex-dividend in the next fortnight

Method

In plain words

Since it launched on Dec 10, 2025, NLSI has returned +19.9% with distributions reinvested, against +12.1% for S&P 500 (SPY), used as a default proxy, and has paid out 4.0% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 5.1%. NEOS estimates that 100% of the distribution paid Jul 31, 2026 was a return of capital. That is the issuer’s own Rule 19a-1 estimate and a tax characterization, made before the fund year closes: it says the payment included money the fund gave back rather than earned, not that the fund is eroding.

NLSI (NEOS Long/Short Equity Income ETF), income ETFs fields as of Sep 11, 2026. Source: ETFIQ.
Strategyoption income
BenchmarkS&P 500 (SPY), used as a default proxy (proxy)
Paysmonthly
Net assets (issuer page, as of Sep 11, 2026)$5m
Latest payout, annualized (ETFIQ)5.1%
Expense ratio (485BPOS XBRL, Apr 30, 2026)2.89%
Cash paid, last 12 months, over today’s price (ETFIQ)3.5%
LaunchedDec 10, 2025
Return of capital, latest distribution (NEOS 19a-1 estimate)100.0%
Paysmonthly
Typical gap between ex-dates28 days
Typical wait from ex-date to payment2 days
Last paid, per share$0.2465 ex Aug 26, 2026
Sum of the last 9 distributions$2.0064

Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed

Questions people ask

How much has NLSI paid over the last year?
Over the period from its launch on Dec 10, 2025 to Sep 11, 2026, NLSI paid 4.0% of its starting price in cash distributions, while the price rose 15.2%.
Is NLSI ahead of SPY?
Over the period from its launch on Dec 10, 2025 to Sep 11, 2026, with every distribution reinvested, NLSI returned +19.9% against +12.1% for S&P 500 (SPY), used as a default proxy, so a holder was ahead of it by 7.8 points.
How often does NLSI pay, and how much?
NLSI pays monthly. The latest distribution annualizes to 5.1% at its price on Sep 11, 2026, which is not a promise; the next one can differ.
Is the NLSI distribution return of capital?
NEOS estimates 100% of the distribution paid Jul 31, 2026 was return of capital. That is a tax characterization from the fund's own 19a-1 notice, not a measure of erosion.
When does NLSI next pay a distribution?
NLSI pays monthly. The last distribution went ex on Aug 26, 2026 at $0.2465 a share. The next is not declared; on a cadence of about 28 days the ex-date falls near Sep 23, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 2 days.
What does NLSI cost?
The prospectus expense ratio is 2.89% a year.

The words on this page

Total return
What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
Cash paid
Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
Ahead or behind
The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
Return of capital
The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
Covered call
Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.

Every term used here, defined in full on the income ETFs vocabulary page.

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Funds near this one

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NLSI payout bar, ETFIQ

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Where NLSI is written about

NLSI, Income ETFs, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. ETFIQ is an independent publisher, is not a fund issuer, broker-dealer or investment adviser, and makes no recommendations.
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Open NLSI live on ETFIQ, where the figures refresh with the data.

Cite this page. ETFIQ, NLSI, income ETFs, data as of Sep 11, 2026. https://etfiq.com/funds/nlsi Free to use with attribution; the underlying files are at Open data.

How these figures are computed · Standards and sources