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IWMI vs BNDI

NEOS Russell 2000 High Income ETF vs Neos Enhanced Income Aggregate Bond ETF

IWMI

NEOS Russell 2000 High Income ETF

Neos Funds

Annual cost

0.68%

Fund size

$806M

BNDI

Neos Enhanced Income Aggregate Bond ETF

Neos Funds

Annual cost

0.58%

Fund size

$169M

Key differences

  • BNDI costs 0.10% less per year.
  • IWMI is significantly larger than BNDI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IWMIBNDI
Annual cost (TER)0.68%0.58%
Fund size (AUM)$806M$169M
Since20242022
Dividend yield13.68%5.75%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+38.2%+7.8%
CAGR 3YN/A+4.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.26
Volatility 1Y14.84%4.22%
Max drawdown-23.88%-6.98%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWMI and BNDI