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Upturn AI SWOT - About
SHP ETF Trust - NEOS Enhanced Income Cash Alternative ETF (CSHI)
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Upturn Advisory Summary
08/14/2025: CSHI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.84% | Avg. Invested days 256 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.17 - 49.81 | Updated Date 06/29/2025 |
52 Weeks Range 47.17 - 49.81 | Updated Date 06/29/2025 |
Upturn AI SWOT
SHP ETF Trust - NEOS Enhanced Income Cash Alternative ETF
ETF Overview
Overview
The NEOS Enhanced Income Cash Alternative ETF (CSH) seeks to provide current income while preserving capital. It aims to outperform traditional cash investments by using a synthetic covered call strategy on a portfolio of U.S. large-cap equities.
Reputation and Reliability
NEOS is a relatively new ETF issuer focused on innovative income strategies. They are building a reputation for creating unique products.
Management Expertise
NEOS has a team with experience in options trading and ETF management, providing a mix of financial and technical skills.
Investment Objective
Goal
To provide current income while seeking to preserve capital, potentially outperforming traditional cash investments.
Investment Approach and Strategy
Strategy: CSH employs a synthetic covered call strategy. It holds a portfolio of U.S. large-cap stocks and uses options to generate income.
Composition Primarily holds U.S. large-cap equities and utilizes FLEX options contracts.
Market Position
Market Share: CSH is a relatively new ETF, therefore its market share is still developing within the cash alternative space.
Total Net Assets (AUM): 1274771252
Competitors
Key Competitors
- BIL US Equity
- GBIL US Equity
- MINT US Equity
- USFR US Equity
Competitive Landscape
The cash alternative ETF market is competitive. CSH differentiates itself with its enhanced income strategy using synthetic covered calls, which may offer higher yields but also involves more complexity. Competitors like BIL and MINT focus on safety and liquidity with lower yields. CSH offers higher potential returns, but with associated risks.
Financial Performance
Historical Performance: Historical performance data would need to be gathered from financial data providers, which is constantly updated.
Benchmark Comparison: Comparing CSH's performance to traditional cash benchmarks like Treasury bills is essential to gauge its effectiveness.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average trading volume for CSH is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting its efficient trading and relatively high volume.
Market Dynamics
Market Environment Factors
Interest rate movements, equity market volatility, and the demand for income-generating assets affect CSH. Higher volatility can increase options premiums, potentially boosting income.
Growth Trajectory
CSH's growth trajectory depends on its ability to attract investors seeking higher income than traditional cash alternatives. Adaptations to the covered call strategy based on market conditions can influence its performance and attractiveness.
Moat and Competitive Advantages
Competitive Edge
CSH's competitive advantage lies in its synthetic covered call strategy that targets higher income compared to traditional cash alternatives. Its active management and use of FLEX options allow for customization and potentially better risk-adjusted returns. However, it also entails more complexity and could have higher risks than passively managed money market funds or Treasury bill ETFs. By focusing on generating income from options premiums, it may appeal to investors seeking yield enhancement in a low-interest-rate environment.
Risk Analysis
Volatility
CSH's volatility is influenced by equity market volatility and options trading. It could be higher than traditional cash investments but potentially lower than direct equity exposure.
Market Risk
The primary market risk is the potential for equity market declines to impact the value of the underlying stock portfolio. The covered call strategy provides some downside protection but may limit upside participation.
Investor Profile
Ideal Investor Profile
The ideal investor for CSH is someone seeking higher income than traditional cash alternatives and is comfortable with the risks associated with options trading and equity market exposure.
Market Risk
CSH is suitable for investors looking for income enhancement who understand the complexities of synthetic covered call strategies. It is less suitable for risk-averse investors seeking pure capital preservation.
Summary
The NEOS Enhanced Income Cash Alternative ETF (CSH) aims to provide higher income than traditional cash investments through a synthetic covered call strategy on large-cap equities. It offers a potential yield enhancement but involves more risk and complexity. Investors should understand the options strategy and equity market exposure. CSH is suitable for income-seeking investors comfortable with moderate risk who understand its strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- neosfunds.com
- etf.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SHP ETF Trust - NEOS Enhanced Income Cash Alternative ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to achieve its investment objective by investing in 1-3 month T-Bills or in ETFs with substantial exposure to 1-3 month T-Bills and selling and purchasing S&P 500® Index put options to generate income to the fund beyond what is received from the Underlying Investments.
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