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Neos FundsDerivative IncomeXQQI · Nasdaq

NEOS Boosted Nasdaq-100 High Income ETF (XQQI)

Price
$48.60
11 Sept 2026
Assets
$314.4M
Total net assets
Expense ratio
0.98%
Category 0.88%
Yield
Trailing distributions
3Y CAGR
Category 15.4%
5Y CAGR
Category 8.9%
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NEOS Boosted Nasdaq-100 High Income ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.4%-0.7%+17.7%+13.2%
Derivative Income average1.1%2.8%12.1%7.8%13.3%15.4%8.9%8.6%8.3%
Difference-1.6%-3.4%+5.6%+4.9%

Holdings

The 10 largest positions make up 46.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp8.51%
AAPLApple Inc7.40%
MSFTMicrosoft Corp6.00%
MUMicron Technology Inc4.79%
AMZNAmazon.com Inc4.45%
AMDAdvanced Micro Devices Inc3.38%
GOOGLAlphabet Inc Class A3.15%
TSLATesla Inc2.93%
GOOGAlphabet Inc Class C2.91%
AVGOBroadcom Inc2.80%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
29.3
P/B
8.6
P/S
6.2
P/CF
22.9

Sector allocation

Share of the equity the fund holds.

59.1%Technology10 sectors
  1. Technology59.1%
  2. Communication services12.6%
  3. Consumer discretionary11.1%
  4. Consumer staples6.2%
  5. Industrials4.1%
  6. Health care4.0%
  7. Utilities1.2%
  8. Materials1.0%
  9. Energy0.5%
  10. Financial services0.2%

Asset mix

  • Stocks98.7%
  • Cash1.4%

ETF details

Issuer
Neos Funds
Category
Equity · Derivative Income
Ticker
XQQI
Exchange
Nasdaq
Inception
2 Feb 2026 (0.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.98% (category 0.88%)
Holdings turnover
0% (category 68%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$314.4M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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