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TLTI vs IWMI

NEOS Enhanced Income 20+ Year Treasury Bond ETF vs NEOS Russell 2000 High Income ETF

TLTI

NEOS Enhanced Income 20+ Year Treasury Bond ETF

Annual cost

0.58%

Fund size

$15M

IWMI

NEOS Russell 2000 High Income ETF

Annual cost

0.68%

Fund size

$909M

Key differences

Both TLTI and IWMI are alternative ETFs. TLTI charges 0.58% a year and IWMI 0.68%. The main difference: TLTI costs 0.10% less per year.

  • TLTI costs 0.10% less per year.
  • IWMI is much larger than TLTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TLTIIWMI
Annual cost (TER)0.58%0.68%
Fund size (AUM)$15M$909M
Since20242024
Dividend yield6.30%1.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+4.7%+30.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.35%15.15%
Max drawdown-8.70%-23.88%

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

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