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WRTH vs IWMY

Worth Charting Options Income ETF vs Defiance R2000 Target 30 Weekly Distribution ETF

WRTH

Worth Charting Options Income ETF

Annual cost

1.02%

Fund size

$31M

IWMY

Defiance R2000 Target 30 Weekly Distribution ETF

Annual cost

1.05%

Fund size

$99M

Key differences

Both WRTH and IWMY are alternative ETFs. WRTH charges 1.02% a year and IWMY 1.05%. The main difference: IWMY is much larger than WRTH. Larger funds are usually more liquid and less likely to close.

  • IWMY is much larger than WRTH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WRTHIWMY
Annual cost (TER)1.02%1.05%
Fund size (AUM)$31M$99M
Since20262023
Dividend yield45.64%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+20.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.15%
Max drawdown-0.79%-18.72%

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

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