Vanguard Russell 2000 ETF

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

IWMI is an actively managed fund-of-fund that seeks to generate income by investing in constituents of the Russell 2000 Index while also employing a call option strategy.

IWMI enhances yield through an options strategy, offering a 14.8% distribution rate by leveraging Russell 2000 Index volatility. IWMI employs covered call writing, generating income from option premiums while capping upside potential, making it suitable for income-focused investors. Since its inception, IWMI delivered 11.4% ROI, underperforming the Russell 2000 Index tracker due to capped gains, but offers steady income in flat or moderately bullish markets.

IWMI: Short History, Strong Yield

Small-cap stocks appear favorably positioned in a declining rate and soft landing environment. For advisors and investors wanting to harness the potential in small-caps looking ahead, the NEOS Russell 2000 High Income ETF (IWMI) is worth consideration.

This Small-Cap ETF Turns Volatility Into Income

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Markets and investors anxiously await election results as U.S. voting continues today. Whichever way the presidential election goes, advisors and investors anticipate enhanced short-term volatility.

Your Volatility Play This Election & Beyond

As the end of the year draws closer, advisors and investors increasingly seek to optimize their portfolio's tax efficiency. The NEOS High Income ETF suite is worth consideration, providing exposure across core asset classes while adding layers of tax efficient income.

Boost Your Portfolio's Tax Efficiency With NEOS ETFs

IWMI ETF combines small-cap stock exposure with an active options strategy, offering tax-efficient monthly income yielding 14.82%. Small-cap stocks are poised for a comeback: IWMI positions itself to capitalize on potential shifts in market leadership as macroeconomic factors favor value-oriented, smaller companies. IWMI aims to enhance risk-adjusted returns, providing a strategic income option for investors seeking stability and upside potential with less volatility.

IWMI: Generating Income With Lower Volatility In A Shifting Small-Cap Market

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On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi's Head of Research Todd Rosenbluth to discuss Bitwise's XRP filing, semitransparent active ETFs, and CLOs. Later, Geraci welcomed Palmer Square founder Chris Long to discuss the $32 billion firm's ETF entrance.

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Options-based strategies appear here to stay, as broad adoption remains ongoing for institutional and retail investors alike. One firm, NEOS Investments, continues to carve out market share within the space.

NEOS Investments Thriving 2 Years Later

On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

Video: ETF of the Week: IWMI

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit the Tax Efficient Income Channel.

ETF of the Week: NEOS Russell 2000 High Income ETF (IWMI)

The Fed's aggressive September rate cut could prove a boon to small-cap businesses in the months ahead. For those advisors and investors looking to expand their allocations, the NEOS Russell 2000 High Income ETF (IWMI) is worth consideration.

Don't Miss Income Oriented IWMI When Small-Cap Investing

Market volatility continues as investors anxiously await the Friday jobs report after a week of economic data indicating continued economic slowing. While the data proves favorable for rate cuts, economic weakening could spell trouble in the long term.

Get Paid to Wait Out Market Volatility With Options Strategies

Investors continue adding small-cap exposures to their portfolios ahead of potential interest rate cuts in September. Those investors looking to harness opportunities in these companies with an eye for income would do well to consider the NEOS Russell 2000 High Income ETF (IWMI).

IWMI Brings Tax-Efficient, High Income to Small-Caps

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The ETF landscape grows ever more saturated, with more than 1,000 new product launches in the first seven months of the year. That's a record amount of new issuance.

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WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces August monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the August 2024 Ex-Div Date (8/21/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Nasdaq-100 High Income ETF (QQQ.

NEOS Investments Announces August ETF Suite Distributions

July's small-cap rally may have dissipated, but they can still offer investors value while also adding income with an options strategy. Investors can get this one-two punch combo in one ETF: the NEOS Russell 2000 High Income ETF (IWMI).

An ETF With a One-Two Punch of Small-Cap Value, Income

The recently launched NEOS Russell 2000 High Income ETF (IWMI) just crossed its first full month of trading. The fund logged a distribution yield of 14.03% in July, making it an attractive entrant into the small-cap and income space.

IWMI Roars Out of the Gate With 14.03% Distribution Yield

For investors at or near retirement, making the most of income matters. Increasing the tax efficiency of a retiree's income portfolio with the NEOS ETF suite may offer several benefits.

How to Augment Your Retirement Income for Tax Efficiency

On a confluence of factors in the last week that include rate cut hopes and high mega-cap valuations, investors continue rotating to small-caps. Investors seeking to gain small-cap exposure with a focus on tax-efficient income would do well to consider the NEOS Russell 2000 High Income ETF (IWMI).

Don't Overlook IWMI Amidst the Small-Cap Rotation

Options strategies continue to prove popular with a growing contingent of advisors and investors. Troy Cates and Garrett Paolella, co-founders, managing partners, and PMs at NEOS Investments, recently discussed the portfolio benefits of these strategies.

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June's cooling CPI print resulted in a snapback for small cap stocks while large-cap tech indexes fell Thursday. Investors looking to capture the rebound potential of small-caps in a declining rate environment would do well to consider the NEOS Russell 2000 High Income ETF (IWMI).

As Small-Caps Surge, Look to IWMI for Income

While the market outlook for interest rate cuts becomes increasingly more optimistic, several economic and macro risk factors loom in the second half. Advisors and investors should consider the tax treatment of their distribution streams when working to optimize their portfolio's performance in a challenging environment.

Consider Distribution Taxation When Optimizing Portfolios

In a market of muddled sentiment, the NEOS S&P 500 High Income ETF (SPYI) continues to prove popular with investors. The fund recently crossed over $1.5 billion in AUM with ongoing, consistent inflows.

SPYI Sails Past $1.5 Billion AUM

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces June monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the June 2024 Ex-Div Date (6/26/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Nasdaq-100 High Income ETF (QQQI) 1.

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