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IWMI Neos Russell 2000 High Income ETF

Over the last 2 years (2024-062026-09), $10,000 invested in IWMI with dividends reinvested grew to $14,19016.18% a year — with a worst peak-to-trough fall of -15.33%. Past performance doesn't predict future results.

Growth of $10,000 · 2024-062026-09 · dividends reinvested

CAGR (annualized return)
16.18%
Volatility (annualized)
13.22%
Worst drawdown
-15.33%
Sharpe ratio
1.08

About IWMI

NEOS Russell 2000 High Income ETF is an actively managed exchange-traded fund designed to provide exposure to the U.S. small-cap market through the Russell 2000 Index while seeking high monthly income in a tax-efficient structure. The fund combines equity exposure with a call option strategy, primarily writing call options on the Russell 2000 to generate income while maintaining potential for capital appreciation. It is positioned for investors seeking diversified small-cap participation alongside a systematic income overlay, and it distributes income monthly. The portfolio is built around Russell 2000-linked holdings and option positions, making the fund part of the broader income-oriented ETF segment focused on equity markets and options-based yield strategies.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.