If you've been following my NEOS content, you already know SPYI and QQQI. But MLPI is one I've been watching closely — and I think it deserves a proper breakdown. What is it? MLPI is the NEOS MLP & Energy Infrastructure High Income ETF, launched in December 2025. It's actively managed and combines North American energy infrastructure exposure with a call-writing strategy to generate high monthly income. In plain English: you're getting exposure to pipelines and midstream energy companies, plus NEOS layering in their options strategy on top to juice the yield. Classic NEOS playbook — just applied to a different sector. The yield MLPI's forward yield annualizes to around 15.6%, which puts it among the highest in NEOS's covered call ETF suite. Monthly distributions, as you'd expect from NEOS. What makes this yield more interesting than most is that it's not all coming from options premiums. A large chunk of the underlying portfolio already delivers strong dividends on its own — so the options overlay is enhancing an already solid income base, not carrying all the weight. What's actually inside? The fund tracks the MLP & Energy Infrastructure Index — a rules-based, float-adjusted portfolio of US and Canadian MLPs, pipeline operators, LNG companies, and energy logistics firms. The top 25 securities by free-float market cap are selected, with no single constituent exceeding 10% and MLPs capped at 25% of total weight in aggregate. So it's diversified across the midstream/energy infrastructure space, with a cap structure that keeps concentration risk in check. The options structure This is where NEOS earns its keep. The option overlay uses aggressive strikes but only partial notional coverage — which allows for meaningful income while still preserving some upside if energy infrastructure continues to perform in a moderate growth environment. That's the balance NEOS tries to strike across all their funds — you're not giving up every dollar of upside just to chase yield.

Hey Guys, I am doing an interview with Troy Cates tomorrow on NEOS ETFs. The ETFs we will be talking will be MLPI, IAUI, and IYRI. If you have any questions for Troy, I will see if I can throw those in. Leave them in the comments. The interview will be out probably next week.

This is one of the most common questions I get — and honestly, both are solid. But they're not the same fund. Here's a quick breakdown: SCHD (Schwab U.S. Dividend Equity ETF) - Focuses on high-quality dividend payers with strong fundamentals - Higher current yield (~3.5–4%) - More concentrated — top holdings carry more weight - Historically strong dividend growth + total return combo - Goes through sector reconstitutions annually (we just saw the 2026 one) DGRO (iShares Core Dividend Growth ETF) - Focuses on companies with a history of growing dividends - Lower current yield (~2–2.5%) but broader diversification - ~700+ holdings — very spread out - Tilts slightly more toward growth, lower payout ratio requirement - Less volatile during drawdowns due to diversification So which one? If you want more income now + a tighter, proven quality screen → SCHD If you want more diversification + a longer dividend growth runway → DGRO Personally, I hold SCHD as my core Bucket 2 dividend growth position. The quality screen and yield combination is hard to beat for income-focused portfolios. But I'd never fault someone for holding DGRO — or honestly, both. What do you all hold? SCHD, DGRO, or a mix? Drop it below 👇

This one flew under my radar for a while, but it's worth talking about. OVL (Overlay Shares Large Cap Equity ETF) is a covered call ETF with a twist. Instead of holding individual stocks or using a synthetic strategy, it actually holds VOO, the Vanguard S&P 500 ETF, as its core position. Then it sells short-dated puts on 75–100% of the portfolio to generate income on top of that. The result? A 10.49% yield with a 0.79% expense ratio, and here's the wild part, since inception in 2019, it has actually outperformed the S&P 500 in total return. Most covered call ETFs sacrifice upside for income. OVL is trying to give you both. The distributions are also mostly return of capital, which means tax-advantaged income for many investors. That's a big deal. I'm still doing my homework on this one, but it's caught my attention, and I wanted to bring it to the community because this is exactly the kind of fund worth discussing together. Drop a comment below 👇 Have you come across OVL before? Is a 10% yield on top of a VOO core something that interests you?

Let me know what are some of your favorite ETFs. If it is not on the poll then leave in the comments. I will be doing more breakdowns for you guys.