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IWMI vs SPYI

NEOS Russell 2000 High Income ETF vs Neos S&P 500(R) High Income ETF

IWMI

NEOS Russell 2000 High Income ETF

Neos Funds

Annual cost

0.68%

Fund size

$806M

SPYI

Neos S&P 500(R) High Income ETF

Neos Funds

Annual cost

0.68%

Fund size

$9.2B

Key differences

  • SPYI is significantly larger than IWMI — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IWMISPYI
Annual cost (TER)0.68%0.68%
Fund size (AUM)$806M$9.2B
Since20242022
Dividend yield13.68%11.90%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+38.2%+25.1%
CAGR 3YN/A+17.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.05
Volatility 1Y14.84%9.70%
Max drawdown-23.88%-16.47%

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

Similar to IWMI and SPYI