Forget JEPI. NEOS's S&P Income Fund Returned 14.46% Over the Past Year Against JEPI's 8.75%.

A newer, lesser-known S&P 500 income fund has been quietly outpacing JEPI by a wide margin, but its short track record raises a question every retiree relying on monthly payouts needs to answer before making a move.

24/7 Wall Street • Oct 23, 2026

SPYI: Income Potential Vs. The Alternative

SPYI's 12% yield looks compelling, but much of the distribution ultimately comes from capital gains and option premiums rather than traditional portfolio income. Tax-efficient distributions and strong cash flow make SPYI attractive for income seekers, but investors should not mistake distributions for economic yield. Historical returns closely resemble those of a similar portfolio, which I discuss in the article and which raises questions about whether SPYI's fees justify its income-focused structure or not.

Seeking Alpha • Oct 22, 2026

GPIX Vs. SPYI: Which S&P 500 Income ETF Wins Into 2027

The Goldman Sachs S&P 500 Premium Income ETF and NEOS S&P 500 High Income ETF offer distinct income and growth profiles via different option strategies. GPIX, with lighter option coverage (35%), outpaces SPYI in price appreciation and is preferred for capital growth through 2027 amid market volatility. SPYI, covering 64.5% of its portfolio with calls, delivers a higher 12.2% yield, making it optimal for investors prioritizing immediate income.

Seeking Alpha • Oct 22, 2026

These 3 ETFs Pay 6.29% to 11.80%. Spending That Income Isn't a Way Around the 4 Percent Rule

High-yield ETFs paying up to nearly 12% look like a shortcut past the 4% rule, but that logic rests on a confusion between two measurements that retirement researchers say can determine whether a portfolio survives 30 years.

24/7 Wall Street • Oct 21, 2026

Boomers are buying into the promise of monthly income from options ETFs, but there's a tax catch

Covered call ETFs have risen in popularity in recent years with older investors, particularly retirees, willing to give up some market upside for a monthly income stream. ETFs are generally tax-efficient investment vehicles, but because these funds distribute income in various forms, the potential tax hit is easy for investors to miss until IRS form 1099-DIV arrives.

CNBC • Oct 18, 2026

JEPI Out, SPYI In: What the Swap Does to a $1.08 Million Income Portfolio

Swapping one option-income ETF for another on a seven-figure retirement portfolio sounds simple, but the gap in monthly cash flow and the hidden cost buried in one fund's distributions could change the math entirely.

24/7 Wall Street • Oct 17, 2026

SPYI: The Fed Raised Rates, The Gap Grew Wider And My Favorite S&P 500 Income ETF Still Delivered

NEOS S&P 500 High Income ETF (SPYI) continues to deliver robust monthly income, yielding 11.78% TTM, despite rising interest rates and shifting macro conditions. SPYI's yield premium over risk-free rates remains wide, justifying its role as an income-focused holding rather than an S&P 500 index substitute. Since inception, SPYI has outperformed JEPI and XYLD on income, price appreciation, and total return, while maintaining consistent monthly distributions.

Seeking Alpha • Oct 15, 2026

Warren Buffett's 90/10 Portfolio, Rebuilt With Two ETFs That Pay a 11% Yield

Buffett left unusually precise instructions for investing his wife's inheritance after his death, and those instructions have a surprising weakness that income investors keep running into.

24/7 Wall Street • Oct 2, 2026

One Dividend Cut Shouldn't Tank Your Retirement Income. Here's How These ETFs Stop It

Retiring at 66 with a portfolio you hand-picked feels like an achievement until one board vote wipes out a quarter of your annual income overnight.

24/7 Wall Street • Oct 2, 2026

5 Monthly Income ETFs Paying 6.39% to 13.80% to Start Q4

Five ETFs paying monthly income sound straightforward until you see how differently they generate that cash and what each strategy quietly costs you in the long run.

24/7 Wall Street • Sep 30, 2026