Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Neos ETF Trust - Neos Enhanced Income Credit Select ETF (HYBI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: HYBI (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 3.12% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 45.99 - 50.38 | Updated Date 06/28/2025 |
52 Weeks Range 45.99 - 50.38 | Updated Date 06/28/2025 |
Upturn AI SWOT
Neos ETF Trust - Neos Enhanced Income Credit Select ETF
ETF Overview
Overview
The Neos Enhanced Income Credit Select ETF (CRED) is an actively managed ETF focused on generating high current income by investing in a portfolio of U.S. corporate credit and utilizing a dynamic options overlay strategy to enhance yield.
Reputation and Reliability
Neos is a relatively new ETF issuer focused on income and options strategies.
Management Expertise
Neos' management team comprises experienced professionals in fixed income and derivatives.
Investment Objective
Goal
The primary investment goal is to provide high current income.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy focused on selecting high-quality U.S. corporate credit and using covered call options to generate income.
Composition The ETF holds a portfolio of corporate bonds and uses call options on those bonds.
Market Position
Market Share: Market share data is not readily available for this specific niche strategy, as it is a new ETF.
Total Net Assets (AUM): 44980000
Competitors
Key Competitors
- HYLB
- JHYB
- USHY
Competitive Landscape
The competitive landscape includes broad high yield bond ETFs and other income-focused strategies. CRED differentiates itself through its active management and options overlay, aiming for enhanced income. A disadvantage is the added complexity and potential for underperformance relative to passive benchmarks during strong bull markets.
Financial Performance
Historical Performance: Limited historical performance data is available due to the ETF's recent inception.
Benchmark Comparison: Performance will be compared to broad high-yield corporate bond indices.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
Average trading volume is moderate, which can impact execution costs.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume but is typically between $0.02 and $0.05.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads all impact CRED. A rising rate environment and widening credit spreads would negatively impact the ETF.
Growth Trajectory
Growth depends on investor demand for income-generating assets and the ETF's ability to deliver on its stated objectives. No changes to strategy and holdings have been observed due to its recent inception.
Moat and Competitive Advantages
Competitive Edge
CRED's competitive edge lies in its active management and the use of a dynamic options overlay strategy, which can potentially enhance income. This strategy could provide higher yields in certain market environments. The active approach allows for flexible allocation across the credit spectrum. The fund focuses on quality credit names.
Risk Analysis
Volatility
Volatility is expected to be moderate, influenced by the underlying credit market and options strategy.
Market Risk
Market risk includes credit risk (default risk of the underlying bonds), interest rate risk (sensitivity to changes in interest rates), and options risk (potential for losses from the options overlay).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking high current income and is comfortable with moderate risk and the complexities of options strategies.
Market Risk
Suitable for long-term investors seeking income, but not for passive index followers.
Summary
The Neos Enhanced Income Credit Select ETF (CRED) aims to provide high current income through active management of U.S. corporate credit and a dynamic options overlay. It offers a differentiated approach compared to passive high-yield bond ETFs. However, investors should understand the risks associated with active management and options strategies. The ETF is a relatively new fund, performance history is limited, and should be considered carefully for income-oriented investors looking for potential yield enhancement.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Neos ETF Trust Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is based on available information and may not be exact.
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 Neos ETF Trust - Neos Enhanced Income Credit Select ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.