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ISPY vs IWMY

ProShares S&P 500 High Income ETF vs Defiance R2000 Target 30 Weekly Distribution ETF

ISPY

ProShares S&P 500 High Income ETF

Annual cost

0.56%

Fund size

$1.3B

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

Key differences

Both ISPY and IWMY are alternative ETFs. ISPY charges 0.56% a year and IWMY 1.05%. The main difference: ISPY costs 0.49% less per year.

  • ISPY costs 0.49% less per year.
  • ISPY is much larger than IWMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISPYIWMY
Annual cost (TER)0.56%1.05%
Fund size (AUM)$1.3B$99M
Since20232023
Dividend yield4.62%45.64%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+23.3%+21.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.82%16.16%
Max drawdown-16.88%-18.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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