SPYI vs XLG
Comparison between NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).
SPYI vs XLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPYI
$10B
XLG
$10B
Expense Ratio
SPYI
0.68%
Winner
XLG
0.20%
Max Drawdown
Winner
SPYI
18.53%
XLG
53.81%
Sharpe Ratio
Winner
SPYI
1.36
XLG
0.94
5Y Beta
Winner
SPYI
0.83
XLG
1.06
P/E Ratio
Winner
SPYI
28.26
XLG
31.37
Forward P/E
Winner
SPYI
20.94
XLG
23.12
PEG Ratio
SPYI
N/A
XLG
0.42
5Y Dividends CAGR
SPYI
N/A
XLG
2.46%
5Y EPS CAGR
SPYI
28.18%
Winner
XLG
31.63%
Debt to Equity
SPYI
41.58%
Winner
XLG
17.79%
P/S Ratio
Winner
SPYI
3.63
XLG
6.24
P/B Ratio
Winner
SPYI
5.46
XLG
8.01
SPYI vs XLG - Holdings Comparison
SPYI and XLG have 21 common holdings. Overlap is 45.80%
SPYI's top 25 holdings weight is 49.30%. XLG's top 25 holdings weight is 81.29%.
| Rank | SPYI | XLG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.38% | NVIDIA CORP (NVDA) - 12.19% |
| #2 | APPLE INC (AAPL) - 7.01% | APPLE INC (AAPL) - 11.34% |
| #3 | MICROSOFT CORP (MSFT) - 4.46% | MICROSOFT CORP (MSFT) - 7.02% |
| #4 | AMAZON.COM INC (AMZN) - 3.73% | AMAZON.COM INC (AMZN) - 5.88% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.34% | ALPHABET INC CLASS A (GOOGL) - 5.23% |
| #6 | BROADCOM INC (AVGO) - 2.72% | BROADCOM INC (AVGO) - 4.54% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.66% | ALPHABET INC CLASS C (GOOG) - 4.18% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.07% | META PLATFORMS INC CLASS A (META) - 3.26% |
| #9 | TESLA INC (TSLA) - 1.76% | TESLA INC (TSLA) - 2.73% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.60% | MICRON TECHNOLOGY INC (MU) - 2.64% |
| #11 | ELI LILLY AND CO (LLY) - 1.50% | ELI LILLY AND CO (LLY) - 2.37% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.24% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.41% | JPMORGAN CHASE & CO (JPM) - 2.19% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.29% | ADVANCED MICRO DEVICES INC (AMD) - 2.08% |
| #15 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.16% | JOHNSON & JOHNSON (JNJ) - 1.56% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.99% | EXXON MOBIL CORP (XOM) - 1.44% |
| #17 | EXXON MOBIL CORP (XOM) - 0.91% | VISA INC CLASS A (V) - 1.42% |
| #18 | VISA INC CLASS A (V) - 0.91% | INTEL CORP (INTC) - 1.28% |
| #19 | INTEL CORP (INTC) - 0.79% | WALMART INC (WMT) - 1.22% |
| #20 | WALMART INC (WMT) - 0.75% | APPLIED MATERIALS INC (AMAT) - 1.12% |
| #21 | QUANTA SERVICES INC (PWR) - 0.30% | CISCO SYSTEMS INC (CSCO) - 1.11% |
| #22 | AMERICAN EXPRESS CO (AXP) - 0.29% | ABBVIE INC (ABBV) - 1.10% |
| #23 | ANALOG DEVICES INC (ADI) - 0.29% | CATERPILLAR INC (CAT) - 1.08% |
| #24 | NEXTERA ENERGY INC (NEE) - 0.28% | COSTCO WHOLESALE CORP (COST) - 1.04% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.28% | LAM RESEARCH CORP (LRCX) - 1.03% |
| Total Holdings | 472 | 54 |
SPYI vs XLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPYI
+0.74%
XLG
-1.02%
3M
Winner
SPYI
+5.66%
XLG
+3.65%
6M
Winner
SPYI
+7.06%
XLG
+4.80%
1Y
Winner
SPYI
+18.75%
XLG
+17.00%
5Y(CAGR)
SPYI
N/A
XLG
+14.20%
10Y(CAGR)
SPYI
N/A
XLG
+16.52%
Max(CAGR)
Winner
SPYI
+15.22%
XLG
+11.43%
SPYI vs XLG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPYI | XLG |
|---|---|---|
| 2026 | +8.10% | +4.41% |
| 2025 | +16.80% | +19.86% |
| 2024 | +19.49% | +34.63% |
| 2023 | +18.18% | +38.98% |
| 2022 | -2.44% | -25.22% |
| 2021 | N/A | +32.52% |
| 2020 | N/A | +22.59% |
| 2019 | N/A | +31.49% |
| 2018 | N/A | -4.27% |
| 2017 | N/A | +22.13% |
| 2016 | N/A | +13.05% |
| 2015 | N/A | +4.39% |
| 2014 | N/A | +12.19% |
| 2013 | N/A | +25.40% |
| 2012 | N/A | +13.33% |
| 2011 | N/A | +3.57% |
| 2010 | N/A | +7.41% |
| 2009 | N/A | +16.95% |
| 2008 | N/A | -32.91% |
| 2007 | N/A | +4.53% |
| 2006 | N/A | +15.92% |
| 2005 | N/A | +3.78% |
SPYI vs XLG Drawdown Comparison
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPYI drawdown is -0.40%. The current XLG drawdown is -4.68%.
| Rank | SPYI | XLG |
|---|---|---|
| #1 | -16.46% Feb 19, 2025 - Jun 25, 2025 | -52.40% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -10.18% Sep 12, 2022 - Feb 1, 2023 | -30.45% Feb 19, 2020 - Jul 8, 2020 |
| #3 | -7.70% Feb 25, 2026 - Apr 15, 2026 | -28.03% Jan 3, 2022 - Nov 20, 2023 |
| #4 | -7.54% Jul 28, 2023 - Dec 13, 2023 | -20.71% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -6.60% Jul 16, 2024 - Aug 19, 2024 | -19.78% Oct 3, 2018 - Apr 15, 2019 |
| #6 | -6.03% Feb 6, 2023 - Apr 13, 2023 | -13.40% Jul 20, 2015 - Nov 3, 2015 |
| #7 | -4.65% Mar 28, 2024 - May 15, 2024 | -12.42% Oct 29, 2025 - Apr 22, 2026 |
| #8 | -3.96% Nov 12, 2025 - Nov 28, 2025 | -11.32% Jul 10, 2024 - Oct 9, 2024 |
| #9 | -3.83% Jun 2, 2026 - Jul 10, 2026 | -11.15% Sep 2, 2020 - Dec 28, 2020 |
| #10 | -3.50% Aug 30, 2024 - Sep 19, 2024 | -10.81% Nov 3, 2015 - Apr 13, 2016 |
| #11 | -3.11% Dec 6, 2024 - Jan 22, 2025 | -10.62% Jan 26, 2018 - Jul 25, 2018 |
| #12 | -2.32% Oct 8, 2025 - Oct 20, 2025 | -8.87% Oct 4, 2012 - Feb 1, 2013 |
| #13 | -2.15% Feb 2, 2026 - Feb 25, 2026 | -8.26% Apr 29, 2019 - Jul 2, 2019 |
| #14 | -2.09% Dec 11, 2025 - Dec 22, 2025 | -8.01% Jun 1, 2026 - Jun 26, 2026 |
| #15 | -1.86% Jan 12, 2026 - Jan 27, 2026 | -7.99% Jul 16, 2007 - Sep 19, 2007 |
Correlation
Correlation between SPYI and XLG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
SPYI vs XLG dividend yield comparison.
| Year | SPYI | XLG |
|---|---|---|
| 2026 | 5.89% | 0.34% |
| 2025 | 11.70% | 0.64% |
| 2024 | 12.04% | 0.72% |
| 2023 | 12.01% | 0.97% |
| 2022 | 4.10% | 1.34% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 2.00% |
| 2017 | 0.00% | 1.85% |
| 2016 | 0.00% | 2.00% |
| 2015 | 0.00% | 2.09% |
| 2014 | 0.00% | 1.97% |
| 2013 | 0.00% | 1.97% |
| 2012 | 0.00% | 2.21% |
| 2011 | 0.00% | 2.61% |
| 2010 | 0.00% | 1.93% |
| 2009 | 0.00% | 2.31% |
| 2008 | 0.00% | 3.10% |
| 2007 | 0.00% | 1.98% |
| 2006 | 0.00% | 1.72% |
| 2005 | 0.00% | 1.00% |
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