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IWMY vs SPYI

Defiance R2000 Target 30 Weekly Distribution ETF vs Neos S&P 500(R) High Income ETF

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

SPYI

Neos S&P 500(R) High Income ETF

Annual cost

0.68%

Fund size

$10.1B

Key differences

Both IWMY and SPYI are alternative ETFs. IWMY charges 1.05% a year and SPYI 0.68%. The main difference: SPYI costs 0.37% less per year.

  • SPYI costs 0.37% less per year.
  • SPYI is much larger than IWMY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IWMYSPYI
Annual cost (TER)1.05%0.68%
Fund size (AUM)$99M$10.1B
Since20232022
Dividend yield45.64%0.50%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.3%+20.2%
CAGR 3YN/A+15.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.96
Volatility 1Y16.36%10.10%
Max drawdown-18.72%-16.47%

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

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