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IWMY vs ZHOG

Defiance R2000 Target 30 Weekly Distribution ETF vs F/m Opportunistic Income ETF

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

Key differences

IWMY is an alternative ETF, while ZHOG is a fixed income ETF. IWMY charges 1.05% a year and ZHOG 0.43%.

  • IWMY is an alternative fund, while ZHOG is a fixed income fund. They carry different risk/return profiles.
  • IWMY follows a option income strategy; ZHOG uses active selection.
  • ZHOG costs 0.62% less per year.

Side-by-side comparison

IWMYZHOG
Annual cost (TER)1.05%0.43%
Fund size (AUM)$99M$46M
Since20232023
Dividend yield45.64%5.61%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+21.1%+5.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.16%1.59%
Max drawdown-18.72%-3.66%

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

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