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UFOX vs IWMY

Defiance Connective Technologies ETF vs Defiance R2000 Target 30 Weekly Distribution ETF

UFOX

Defiance Connective Technologies ETF

Annual cost

0.30%

Fund size

$1.1B

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

Key differences

  • UFOX costs 0.75% less per year.
  • UFOX is significantly larger than IWMY — larger funds tend to be more liquid and less likely to close.
  • UFOX is classified as equity, while IWMY is alternative — different risk/return profiles.
  • UFOX follows a index tracking strategy; IWMY uses option income.

Side-by-side comparison

UFOXIWMY
Annual cost (TER)0.30%1.05%
Fund size (AUM)$1.1B$99M
Since20192023
Dividend yield0.36%45.64%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+100.2%+20.5%
CAGR 3Y+45.1%N/A
CAGR 5Y+22.3%N/A
Sharpe 3Y1.45N/A
Volatility 1Y26.96%16.15%
Max drawdown-33.90%-18.72%

Similar to UFOX and IWMY