Synthetic Income Weekly Recap: Issuer NEOS Leads Inflows, ETF NUKX Tops Returns

Share

Weekly Channel Summary

The Synthetic Income ETF channel represents a robust and expanding segment of the market, currently consisting of 398 individual funds managed across 71 distinct issuers. Together, these funds command a massive $204.11 billion in total Assets Under Management (AUM). Investor interest remains high, with the channel capturing $1.58 billion in net inflows over the past 5 days alone. This strong weekly momentum brings Year-to-Date (YTD) flows to an impressive $37.07 billion, building significantly on the $74.12 billion the category has gathered over the trailing 1-year period.

This Week’s Performance Leaders and Laggards

Based on Week-to-Date (WTD) returns, the performance landscape for individual Synthetic Income ETFs saw significant dispersion. Underlying category thematic strength, particularly in disruptive tech and information technology, fueled upside participation, while commodity-driven, energy-focused strategies largely dragged down the laggards.

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing individual fund was the Nicholas Nuclear Income ETF (NUKX), which surged 9.38% over the past week. Conversely, funds carrying energy market exposure faced steep headwinds, with the Defiance Oil Enhanced Options Income ETF (USOY) and the UBS AG ETRACS Crude Oil Shares Covered Call ETN (USOI) ranking as the bottom two laggards, posting respective WTD returns of -7.62% and -6.74%.

Ticker Fund Name WTD Performance
Top Performers
NUKX Nicholas Nuclear Income ETF 9.38%
EGGQ NestYield Visionary ETF 9.06%
SMRF ALPS Nautilus SMR, Nuclear & Technology ETF 8.96%
EGGY NestYield Dynamic Income ETF 8.37%
SOXY YieldMax Target 12 Semiconductor Option Income ETF 7.05%
Bottom Performers
USOY Defiance Oil Enhanced Options Income ETF -7.62%
USOI UBS AG ETRACS Crude Oil Shares Covered Call ETNs -6.74%
SPCI Tuttle Capital Space Industry Income Blast ETF -5.98%
WEEI Westwood Salient Enhanced Energy Income ETF -5.86%
XLEI State Street Energy Select Sector SPDR Premium Income ETF -5.64%

Analyzing the Weekly Flows

The Synthetic Income category experienced widespread capital accumulation, pulling in a total net flow of $1.58 billion for the week. Synthetic Income – Equity was the definitive leader, receiving $1.46 billion in inflows to push its commanding total AUM to $186.31 billion. Significant flows were also captured by the Synthetic Income – Crypto category, which absorbed an impressive $33 million. Only the Synthetic Income – Multi-Asset category saw capital depart, shedding a minor ($1 million) to represent the channel’s largest weekly outflows.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Synthetic Income – Equity 217 $186,308M $1,463M $6,463M $17,971M $33,819M $60,432M
Synthetic Income – Crypto 24 $1,629M $33M $149M $501M $784M $2,201M
Synthetic Income – Commodity 15 $2,302M $33M $169M $372M $883M $1,573M
Synthetic Income – Single Stock 108 $7,802M $27M $461M $1,025M $330M $7,482M
Synthetic Income – Fixed Income 25 $5,627M $20M $126M $597M $1,027M $2,186M
Synthetic Income – Multi-Asset 6 $444M ($1M) $7M $53M $223M $249M

Top & Bottom 5 ETFs by 5-Day Flow

Looking at the individual ETF level, the NEOS Nasdaq 100 High Income ETF (QQQI) led the pack for inflows, gathering a formidable $422 million. Conversely, the market’s heavyweights dominated the outflows, with the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ) and the Global X NASDAQ 100 Covered Call ETF (QYLD) shedding ($188 million) and ($118 million) respectively.

Ticker Fund Name 5-Day Flow
Inflows
QQQI NEOS Nasdaq 100 High Income ETF $422M
RDVI FT Vest Rising Dividend Achievers Target Income ETF $392M
SPYI NEOS S&P 500 High Income ETF $209M
SDVD FT Vest SMID Rising Dividend Achievers Target Income ETF $109M
GPIX Goldman Sachs S&P 500 Premium Income ETF $107M
Outflows
JEPQ JPMorgan NASDAQ Equity Premium Income ETF ($188M)
QYLD Global X NASDAQ 100 Covered Call ETF ($118M)
JEPI JPMorgan Equity Premium Income ETF ($65M)
HEDG Equable Shares Hedged Equity ETF ($28M)
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF ($27M)

Issuer League Table Update

JPMorgan remains the market share leader within the Synthetic Income space, commanding 41.27% of category assets, while Neos sits securely in the second position with 14.25%. Looking at weekly flow momentum, Neos attracted the most capital, collecting $766 million in net new inflows. In contrast, among the top 5 largest issuers by AUM, JPMorgan saw the greatest redemptions, experiencing the largest absolute outflow at -$237 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
JPMorgan 5 $84.24B 41.27%
Neos 18 $29.08B 14.25%
Global X 17 $13.31B 6.52%
FT Vest 16 $9.84B 4.82%
YieldMax 59 $9.83B 4.82%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Neos $766M
FT Vest $557M
Goldman Sachs $151M
Outflows
JPMorgan -$237M
Global X -$116M
Equable -$28M

For a deeper dive into these trends, access our FREE, in-depth ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.