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TLTI vs IWMY

NEOS Enhanced Income 20+ Year Treasury Bond ETF vs Defiance R2000 Target 30 Weekly Distribution ETF

TLTI

NEOS Enhanced Income 20+ Year Treasury Bond ETF

Annual cost

0.58%

Fund size

$15M

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

Key differences

Both TLTI and IWMY are alternative ETFs. TLTI charges 0.58% a year and IWMY 1.05%. The main difference: TLTI costs 0.47% less per year.

  • TLTI costs 0.47% less per year.
  • IWMY is much larger than TLTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TLTIIWMY
Annual cost (TER)0.58%1.05%
Fund size (AUM)$15M$99M
Since20242023
Dividend yield6.30%45.64%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+4.4%+20.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.37%16.15%
Max drawdown-8.70%-18.72%

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

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