Screener
IWMI vs IWMY
NEOS Russell 2000 High Income ETF vs Defiance R2000 Target 30 Weekly Distribution ETF
Key differences
Both IWMI and IWMY are alternative ETFs. IWMI charges 0.68% a year and IWMY 1.05%. The main difference: IWMI costs 0.37% less per year.
- IWMI costs 0.37% less per year.
- IWMI is much larger than IWMY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IWMI | IWMY | |
|---|---|---|
| Annual cost (TER) | 0.68% | 1.05% |
| Fund size (AUM) | $909M | $99M |
| Since | 2024 | 2023 |
| Dividend yield | 1.71% | 45.64% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +34.2% | +21.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.35% | 16.36% |
| Max drawdown | -23.88% | -18.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.