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IWMIvsIWMETF Comparison
NEOS Russell 2000 High Income ETF (IWMI) belongs to the Options Strategies segment. iShares Russell 2000 ETF (IWM) is part of the US Small Cap segment. IWMI's top 3 sector exposures are Industrials, Health Care and Financials. In contrast, IWM's top sector exposures are Industrials, Financials and Health Care. IWMI is more expensive with a Total Expense Ratio (TER) of 0.78%, versus 0.19% for IWM. IWMI is up 0.28% year-to-date (YTD) with +$214M in YTD flows. IWM performs better with 0.47% YTD performance, and -$4.84B in YTD flows. Run a side-by-side ETF comparison of IWMI and IWM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IWMI vs IWM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWMI IWM | -3.64%-4.75% | -1.36%-2.18% | +0.28%+0.47% | +23.95%+24.33% | n/a+48.29% | n/a+12.53% |
| Flows | IWMI IWM | +$59M-$2.39B | +$259M-$2.93B | +$214M-$4.84B | +$488M-$7.34B | --$379M | --$6.82B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWMI IWM | +14.04%+18.70% | +19.09%+23.21% | n/a+21.21% | n/a+22.68% |
| Max drawdown | IWMI IWM | -5.83%-8.31% | -15.22%-16.45% | n/a-27.52% | n/a-31.96% |
| Max drawdown duration | IWMI IWM | 14d49d | 52d52d | n/a289d | n/a1093d |
IWMI | IWM | |
Last sale 3/13/2026 at 1:30 PM | $47.49 | $246.59 |
| Previous close 03/12/2026 | $47.68 | $247.41 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWMI | IWM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWMI | IWM | |
|---|---|---|
| Last price | $47.49 | $246.59 |
| 1D performance | -0.40% | -0.33% |
| AuM | $645.76 M | $69.44 B |
| E/R | 0.78% | 0.19% |
IWMI | IWM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | NEOS Investment Management | iShares |
| Benchmark | - | Russell 2000 Index |
| N° of holdings | 1636 | 1635 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2024 | May 22, 2000 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWMI and IWM ETFs performed in 2026?
As of March 12, 2026, IWMI is up 0.28% year-to-date (YTD), while IWM has returned 0.47%. That puts IWM better performer ahead so far this year.
Which ETF is attracting more investor money: IWMI or IWM?
Year-to-date, the IWMI ETF saw +$214M in flows, compared to -$4.84B for IWM.
Which ETF is more volatile: IWMI or IWM?
Over the past year, IWMI had a volatility of 19.09%, while IWM experienced 23.21%.
Which ETF is bigger: IWMI or IWM?
As of March 12, 2026, IWMI holds $645.76 M in assets under management (AUM), while IWM manages $69.44 B.
What sectors do the IWMI and IWM ETFs invest in?
IWMI leans toward sectors like Industrials, Health Care and Financials. Meanwhile, IWM focuses on Industrials, Financials and Health Care.
What are the top holdings of the IWMI ETF and IWM ETF?
IWMI top holdings include BLOOM ENERGY CORP, CREDO TECHNOLOGY GROUP HOLDING and FABRINET. IWM holds in its top three: BLOOM ENERGY CORP, CREDO TECHNOLOGY GROUP HOLDING and KRATOS DEFENSE AND SECURITY SOLS.
Which ETF is more diversified: IWMI or IWM?
IWMI holds 1958 securities with 7.56% of its assets in the top 15. IWM has 1942 securities and a top 15 weight of 7.78%.
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