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Option overlay funds boost income portfolios but some covered call ETFs may not fit all investors' criteria

Analyst Insights
04 May 2026
Seeking Alpha
Neutral
pluang ai news

Roberts Berzins highlights the role of option overlay funds, especially covered call ETFs, in enhancing income portfolios by increasing yield and diversifying asset exposure. He favors NEOS Investments' funds but cautions that not all option income funds meet his investment standards. The article also references the history of covered call ETFs, noting the Invesco S&P 500 BuyWrite as an early example. This insight helps investors understand which funds might be suitable for income-focused strategies.

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