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SPYI
Description
Description
SPYI was created on 2022-08-30 by Neos. The fund's investment portfolio concentrates primarily on large cap equity. SPYI aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts.
NYSE/NASDAQ
ETF - A bundle of shares
Performance
Performance
$53.32
USD
▲ $4.36 (8.88%)
12th May 2026, 01:34 p.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
* US price history does not take into account stock splits
Quick facts
Quick facts
▲ 2.40% Growth
4 years average annual growth
▲ 4.05% Dividends
5 year average dividend yield
$15 AUD minimum investment
Due to minimum AUD to USD conversion
$384.21 USD median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
NVDA (NVIDIA Corp)
8%
AAPL (Apple Inc)
7%
MSFT (Microsoft Corp)
5%
Top country exposure
View all
United States
99%
Switzerland
0%
China
0%
Top industry exposure
View all
Information
33%
Financials
12%
Other
12%
Distributions
Distributions
Annual dividend yield
4.04%
Average franked amount
0%
5 year avg. dividend yield (p.a.)
4.05%
Dividend reinvestment
Highest franked amount
N/A
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.68% p.a.
Advanced information
Advanced information
Leveraged
No
P/E ratio
28.20
Inverse
No
P/B ratio
5.54
Expense ratio
0.68
Inception date
2022-08-30
Pearler community insights
Pearler community insights
General statistics
20 investors hold SPYI
15 weeks average time between investments
$1,014 average holding per investor
6 days since last community investment
Demographics
Income of investors
50k - 100k
45%
Less than 50k
25%
100k - 150k
20%
150k - 200k
5%
More than 200k
5%
Age of investors
35-90 years old
65%
26-34 years old
20%
18-25 years old
15%
Legal gender of investors
55% male
45% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 5 May 2026, and may have changed since.
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Learn more
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