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NBOS vs IWMI

Neuberger Option Strategy ETF vs NEOS Russell 2000 High Income ETF

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

IWMI

NEOS Russell 2000 High Income ETF

Annual cost

0.68%

Fund size

$909M

Key differences

Both NBOS and IWMI are alternative ETFs. NBOS charges 0.57% a year and IWMI 0.68%. The main difference: NBOS costs 0.11% less per year.

  • NBOS costs 0.11% less per year.
  • NBOS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBOSIWMI
Annual cost (TER)0.57%0.68%
Fund size (AUM)$449M$909M
Since20162024
Dividend yield7.71%1.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.7%+34.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.76%15.35%
Max drawdown-12.66%-23.88%

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

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