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IWMI vs EIPX

NEOS Russell 2000 High Income ETF vs FT Energy Income Partners Strategy ETF

IWMI

NEOS Russell 2000 High Income ETF

Neos Funds

Annual cost

0.68%

Fund size

$806M

EIPX

FT Energy Income Partners Strategy ETF

First Trust

Annual cost

0.95%

Fund size

$532M

Key differences

  • IWMI costs 0.27% less per year.
  • IWMI is classified as alternative, while EIPX is equity — different risk/return profiles.
  • IWMI follows a option income strategy; EIPX uses index tracking.

Side-by-side comparison

IWMIEIPX
Annual cost (TER)0.68%0.95%
Fund size (AUM)$806M$532M
Since20242022
Dividend yield13.68%2.61%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+38.2%+32.6%
CAGR 3YN/A+21.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.16
Volatility 1Y14.84%11.12%
Max drawdown-23.88%-15.43%

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

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