AMAX vs. IWMW ETF Comparison

Comparison of RH Hedged Multi-Asset Income ETF (AMAX) to iShares Trust iShares Russell 2000 BuyWrite ETF (IWMW)
AMAX

RH Hedged Multi-Asset Income ETF

AMAX Description

RH Hedged Multi-Asset Income ETF seeks total return through a combination of capital appreciation and current income. The Fund invests primarily in fixed income securities and the Fund may also invest in mortgage-related high-yield instruments rated below investment grade (commonly referred to as junk bonds) with up to 15% of the Fund's assets.

Grade (RS Rating)

Last Trade

$8.02

Average Daily Volume

10,032

Number of Holdings *

6

* may have additional holdings in another (foreign) market
IWMW

iShares Trust iShares Russell 2000 BuyWrite ETF

IWMW Description The index is designed to measure the performance of a strategy of holding the iShares Russell 2000 ETF while writing (selling) one-month call options primarily on the Russell 2000 Index to generate income. The fund seeks to achieve its investment objective by investing a substantial portion of its assets in the underlying fund and options on the option index.

Grade (RS Rating)

Last Trade

$46.98

Average Daily Volume

2,034

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period AMAX IWMW
30 Days 1.69% 2.88%
60 Days 2.38% -0.39%
90 Days 2.32% 0.34%
12 Months 9.89%
1 Overlapping Holdings
Symbol Grade Weight in AMAX Weight in IWMW Overlap
IWM A 4.94% 100.57% 4.94%
AMAX Overweight 5 Positions Relative to IWMW
Symbol Grade Weight
GLDI A 22.71%
QQQ B 22.15%
SPY B 21.75%
TLT B 20.57%
USO B 5.04%
AMAX Underweight 0 Positions Relative to IWMW
Symbol Grade Weight

IWMW: Top Represented Industries & Keywords

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