Screener
IWMI vs IWM
NEOS Russell 2000 High Income ETF vs iShares Russell 2000 ETF
Key differences
- IWM costs 0.49% less per year.
- IWM is significantly larger than IWMI — larger funds tend to be more liquid and less likely to close.
- IWMI is classified as alternative, while IWM is equity — different risk/return profiles.
- IWMI follows a option income strategy; IWM uses index tracking.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWMI | IWM | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.19% |
| Fund size (AUM) | $806M | $76.9B |
| Since | 2024 | 2000 |
| Dividend yield | 13.68% | 0.91% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +38.2% | +44.9% |
| CAGR 3Y | N/A | +19.6% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 14.84% | 19.29% |
| Max drawdown | -23.88% | -41.13% |
Similar to IWMI and IWM
Explore further