IWMI vs. ITDH ETF Comparison

Comparison of NEOS Russell 2000 High Income ETF (IWMI) to iShares LifePath Target Date 2060 ETF (ITDH)
IWMI

NEOS Russell 2000 High Income ETF

IWMI Description

The fund is an actively-managed ETF that seeks to achieve its investment objective by (i) investing in one or more ETFs that seeks to track the Russell 2000® Index, a portfolio of stocks that make up the Russell 2000® Index, or a combination thereof; and (ii) utilizing a call options strategy to provide high monthly income, which primarily consists of writing (selling) call options on the Russell 2000®.

Grade (RS Rating)

Last Trade

$53.15

Average Daily Volume

53,420

Number of Holdings *

1

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

iShares LifePath Target Date 2060 ETF

ITDH Description iShares® LifePath® Target Date 2060 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

Grade (RS Rating)

Last Trade

$32.74

Average Daily Volume

1,441

Number of Holdings *

6

* may have additional holdings in another (foreign) market
Performance
Period IWMI ITDH
30 Days 5.73% 1.72%
60 Days 11.19% 7.37%
90 Days 13.38% 9.72%
12 Months 29.71%
0 Overlapping Holdings
Symbol Grade Weight in IWMI Weight in ITDH Overlap
IWMI Overweight 1 Positions Relative to ITDH
Symbol Grade Weight
VTWO A 100.71%
IWMI Underweight 6 Positions Relative to ITDH
Symbol Grade Weight
IWB A -60.41%
IDEV D -23.54%
IEMG C -9.55%
IWM A -4.35%
USRT D -1.08%
IGLB D -0.96%

IWMI: Top Represented Industries & Keywords

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