Tier 4Harvesting
Monthly

TLTI/ NEOS Treasury Long Income

Comprehensive risk audit, payout history, and forward-looking dividend projections.

Current Price
$45.89
-0.51%(Today)
Updated Jan 30
Risk:High

What This Page Shows

  • Dividend yield and net yield after fees (6.07% vs 5.49%)
  • Risk tier classification: Tier 4 Volatility Harvest
  • TTM NAV change: -6.3%
  • Income sustainability flags and payout history trends

DivAgent Audit Brief

TLTI is a Tier 4 Volatility Harvest asset yielding 6.07%. It generates income through options on a volatile underlying asset. NAV fluctuations primarily reflect asset price movements, not structural erosion. Note: Price has changed -6.3% over the TTM, tracking underlying asset performance.

Provider

NEOS

Sector

Fixed Income

Asset Class

Long Government

Expense Ratio

0.58%

AUM

$8.75M

Inception

Distribution

monthly

NAV Change (1Y)

-6.3%

Underlying Asset Volatility

This fund's NAV reflects the price movement of its underlying volatile assets (e.g., Bitcoin). The 6.3% NAV change is driven by asset price fluctuations, not structural erosion. Distributions are generated from options premiums, not principal liquidation.

NET YIELD
5.49%
0.58% FEE
NET RETURN (1Y)
-0.2%
INCOME + NAV
PRICE CHANGE (1Y)
-6.3%
ASSET VOLATILITY
RISK TIER
Tier 4
HIGH
LAST PAYOUT
$0.2320
MONTHLY
EST. ANNUAL PAYOUT
$2.78
PER SHARE
RISK PREMIUM
1.24%
VS 10Y TREASURY
NEXT EX-DATE
Feb 22
75% CONFIDENCE

Who Should Buy TLTI?

TLTI is best suited for Income Maximizers. The fund generates a 6.07% yield through collecting dividends from portfolio companies.

Ideal For

Aggressive income seekers who prioritize high current cash flow over capital appreciation.

Avoid If

You are building a 'forever portfolio' and cannot tolerate NAV (share price) decline.

Quick Audit

  • TypeTraditional Equity
  • ComplexityHigh
  • Tax EfficiencyLow (Ordinary Income)
  • VolatilityModerate (Lower Beta)
Real Returns Analysis

Comparing stated yield to actual total return performance

Stated Yield
6.07%
Gross income rate
Net Return (1Y)
-0.2%
Actual performance
Expense Ratio
-0.58%
Annual fee
Price Change (1Y)
-6.3%
Underlying volatility
Yield vs Return Spread+6.2pp
Stated Yield: 6.1%Actual Return: -0.2%

Underlying Asset Note: This fund's NAV reflects the price movement of its underlying volatile assets (e.g., Bitcoin). The 6.3% NAV change is driven by asset price fluctuations, not structural erosion. Distributions are generated from options premiums, not principal liquidation.

Return of Capital Note: NEOS funds classify ~95% of distributions as Return of Capital (ROC) for tax purposes. This reflects their tax-loss harvesting strategy, NOT principal liquidation. ROC reduces your cost basis and defers taxes.

Liquidity Warning: Very High Risk

TLTI has very high liquidity risk. You may experience wide bid-ask spreads and significant slippage when entering or exiting positions. Consider using limit orders and avoid market orders for large positions.

Liquidity Metrics
Trading volume, fund size, and ownership structure
Very High Liquidity Risk
Assets Under Management
$9M

Small fund size increases closure risk

Fund Age
N/A

Institutional Data Locked

Advanced liquidity metrics for Tier 4 assets are available to Premium members.

Unlock Metrics
Includes
InstitutionalAverage

DivAgent Analyst Verdict

TLTI is currently serving as a high-yield accelerator. Investors should be aware that corporate or government bonds. fixed coupon payments with credit risk depending on issuer quality.

Risk Profile Audit

Classified as high risk due to volatile underlying asset exposure. Price fluctuations primarily track the underlying asset (e.g., Bitcoin), not structural fund issues. Suitable for investors comfortable with asset volatility who want income generation.

Price Chart

Live Data
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Calculate Your Returns

Dividend Calculator

Estimate income for TLTI

$

~21.79 shares at $45.89

Monthly
$5.06
Quarterly
$15.17
Annual
$60.66

Estimates use the latest forecasted distribution and are not guarantees.

Track TLTI in DivAgent

Verified Payout History

Last 5 of 13 Payments
Ex-Dividend DateAmountFrequencyStatus
Dec 24, 2025$0.2320MonthlyPAID
Nov 26, 2025$0.2380MonthlyPAID
Oct 22, 2025$0.2420MonthlyPAID
Sep 24, 2025$0.2490MonthlyPAID
Aug 20, 2025$0.2470MonthlyPAID
+8 more dividends hidden

8 more dividends available

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TLTI FAQ

Common questions about TLTI dividends, safety, and performance

Institutional Analysis Context

This FAQ section provides institutional-grade analysis of TLTI. DivAgent evaluates dividend ETFs using a proprietary 5-Tier Risk Spectrum that measures income sustainability, NAV erosion risk, and distribution source quality. Data is updated daily from market sources.

DivAgent Data Methodology

Risk Tier Classification

Our 5-Tier Risk Spectrum is not an editorial opinion. It is a quantitative scoring model derived from 36-month volatility, max drawdown depth, and option skew (for derivative funds). A "Tier 1" rating implies volatility comparable to short-term treasuries, while "Tier 5" indicates localized volatility exceeding the S&P 500.

NAV Erosion Calculation

We calculate "Erosion" by stripping out distribution payments to isolate the price performance of the underlying collateral. If a fund's share price drops by more than its distribution yield over a rolling 12-month period, it is flagged as eroding capital. This protects investors from "Yield Traps" that return their own principal as taxable income.

Yield vs. Income

DivAgent distinguishes between "SEC Yield" (standardized) and "Distribution Rate" (cash-on-cash). For option-income ETFs (e.g., Covered Calls), we prioritize the Trailing 12-Month (TTM) distribution rate as a more accurate reflection of realized income, while flagging that future payouts fluctuate with implied volatility.

Performance Benchmarking

All "Total Return" metrics differ from price return. We assume immediate reinvestment of all dividends (DRIP) on the pay date, with no tax friction. This "Net Total Return" metric allows for a true apples-to-apples comparison between high-yield/flat-price funds and low-yield/high-growth funds.

* Data updated daily via end-of-day (EOD) feeds. Forward yields are projections based on the most recent declared distribution annualized. Past performance of TLTI does not guarantee future results.