IWMI vs. OCIO ETF Comparison
Comparison of NEOS Russell 2000 High Income ETF (IWMI) to ClearShares OCIO ETF (OCIO)
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
$53.00
Average Daily Volume
63,107
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.Grade (RS Rating)
Last Trade
$34.46
Average Daily Volume
796
Number of Holdings
*
15
* may have additional holdings in another (foreign) market
Performance
| Period | IWMI | OCIO |
|---|---|---|
| 30 Days | 5.96% | 1.79% |
| 60 Days | 6.45% | 1.47% |
| 90 Days | 7.38% | 2.49% |
| 12 Months | 16.20% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IWMI | Weight in OCIO | Overlap |
|---|
IWMI Overweight 1 Positions Relative to OCIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| VTWO | B | 102.12% |
IWMI: Top Represented Industries & Keywords
Industries:
OCIO: Top Represented Industries & Keywords
Industries:
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