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IWMY vs CSHI

Defiance R2000 Target 30 Weekly Distribution ETF vs NEOS Enhanced Income 1-3 Month T-Bill ETF

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

CSHI

NEOS Enhanced Income 1-3 Month T-Bill ETF

Annual cost

0.38%

Fund size

$1.3B

Key differences

Both IWMY and CSHI are alternative ETFs. IWMY charges 1.05% a year and CSHI 0.38%. The main difference: CSHI costs 0.67% less per year.

  • CSHI costs 0.67% less per year.
  • CSHI is much larger than IWMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IWMYCSHI
Annual cost (TER)1.05%0.38%
Fund size (AUM)$99M$1.3B
Since20232022
Dividend yield45.64%4.90%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+20.5%+5.1%
CAGR 3YN/A+5.4%
CAGR 5YN/AN/A
Sharpe 3YN/A1.26
Volatility 1Y16.15%0.88%
Max drawdown-18.72%-1.69%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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