IWMW vs. FV ETF Comparison
Comparison of iShares Trust iShares Russell 2000 BuyWrite ETF (IWMW) to First Trust Dorsey Wright Focus 5 ETF (FV)
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
$45.21
Average Daily Volume
3,236
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
FV
First Trust Dorsey Wright Focus 5 ETF
FV Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Focus Five Index (the "index"). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in the exchange-traded funds ("ETFs") that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index Provider believes offer the greatest potential to outperform the other ETFs in the selection universe. The fund is non-diversified.Grade (RS Rating)
Last Trade
$58.29
Average Daily Volume
99,571
Number of Holdings
*
2
* may have additional holdings in another (foreign) market
Performance
Period | IWMW | FV |
---|---|---|
30 Days | 2.00% | 6.64% |
60 Days | 5.89% | 13.55% |
90 Days | 1.30% | 0.60% |
12 Months | 34.56% |
0 Overlapping Holdings
Symbol | Grade | Weight in IWMW | Weight in FV | Overlap |
---|
IWMW Overweight 1 Positions Relative to FV
Symbol | Grade | Weight | |
---|---|---|---|
IWM | B | 103.22% |
IWMW: Top Represented Industries & Keywords
Industries:
FV: Top Represented Industries & Keywords