There are Actually 7 High-Yield Russell 2000 Income ETF's!
Автор: The Average Joe Investor
Загружено: 2025-04-02
Просмотров: 2592
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In this video we are talking about the 7 Russell 2000 High-Yield Income ETF funds that currently exist. This video reflects the addition of a 7th ETF from Roundhill which is RDTE and making sure all results are included for all the ETF's. I tested all of the income ETF funds to discover which one performs the best for income, NAV and total returns.
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This communication/content is for informational purposes only and is not intended as personalized investment advice, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon for purposes of transacting in securities or other investment vehicles.
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IWMY Defiance R2000 Enhanced Options Income ETF
IWMW iShares Russell 2000 BuyWrite ETF
RYLD Global X Russell 2000 Covered Call ETF
RYLG Global X Russell 2000 Covered Call & Growth ETF
IWM RUSSELL 2000 ETF
IWMI NEOS Russell 2000 High Income ETF
ITWO ProShares Russell 2000 High Income ETF
RDTE Roundhill Small Cap 0DTE Covered Call Strategy ETF
IWMY (Defiance R2000 Enhanced Options Income ETF) is a high-yield ETF that uses an options selling strategy to generate income based on the Russell 2000 Index. Key features of IWMY include:
Yield and Distribution
Extremely high dividend yield of 108.25%
Monthly distribution schedule
Latest reported dividend (ttm) of $28.44
Strategy and Performance
Actively managed ETF that sells put options on the Russell 2000 Index
Aims to provide capped enhanced daily income
1-year return of -50.56%, indicating significant capital erosion
Fund Details
Expense ratio: 0.99%
Assets under management: $106.11 million
Inception date: October 30, 2023
Current price: $25.82
Risk Considerations
The extremely high yield is likely unsustainable and may involve return of capital
Significant downside risk due to the options-based strategy
Potential for rapid capital decay due to short-term options selling
Investors should carefully consider the risks associated with IWMY's strategy, as the high yield comes with substantial potential for capital loss and may not be suitable for all investors
The Global X Russell 2000 Covered Call ETF (RYLD) is indeed a high-income ETF that uses a covered call strategy on the Russell 2000 index to generate substantial income for investors. Here are the key details about RYLD:
Yield and Distribution
High dividend yield of 12.78%
Monthly distribution schedule
Latest annual dividend of $1.97 per share
Most recent monthly distribution of $0.1627 (ex-dividend date: February 24, 2025)
Strategy and Performance
Focuses on exposure to small-cap companies in the Russell 2000 index
Uses a covered call strategy to generate additional income
Price has declined by over 33% since inception in 2019
Total returns boosted by high distributions, reaching 31% despite price decline
Fund Details
Expense ratio: 0.63%
Current price: $15.15
Assets under management: $1.44 billion
Inception date: 2019
Income Generation and Tax Considerations
Distributions have historically been funded by return of capital, which can help offset tax consequences
Payout ratio of 210.86%, indicating distributions exceed earnings
Negative dividend growth of -4.14% over the past year
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