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QQQY vs IWMI

Defiance Nasdaq 100 Target 30 Weekly Distribution ETF vs NEOS Russell 2000 High Income ETF

QQQY

Defiance Nasdaq 100 Target 30 Weekly Distribution ETF

Annual cost

1.01%

Fund size

$190M

IWMI

NEOS Russell 2000 High Income ETF

Annual cost

0.68%

Fund size

$909M

Key differences

Both QQQY and IWMI are alternative ETFs. QQQY charges 1.01% a year and IWMI 0.68%. The main difference: IWMI costs 0.33% less per year.

  • IWMI costs 0.33% less per year.
  • IWMI is much larger than QQQY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

QQQYIWMI
Annual cost (TER)1.01%0.68%
Fund size (AUM)$190M$909M
Since20232024
Dividend yield34.55%1.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+30.3%+34.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.92%15.35%
Max drawdown-19.05%-23.88%

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

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