IWMW Dividend Analysis: Yield, Total Return, Payout Support & Stability

Underlying exposure

U.S. small-cap equities represented by the Russell 2000 through exposure to the iShares Russell 2000 ETF (IWM).

Strategy brief

Tracks a buy-write index that holds Russell 2000 exposure and systematically writes monthly out-of-the-money call options to generate option income.

Latest close

$38.15

(+0.13%)

As of 2026-09-25

Latest distribution

$0.2356

Ex-date 2026-09-02

Estimated forward yield

7.23%

Listed date

2024-03-14

Expense ratio

0.39%

Payout frequency

Monthly

History

Latest signal snapshot·2026-08

Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.

TTM yield

20.30% / annualized

TTM yield in the latest monthly snapshot.

Yield signalHigh

Price CAGR

-8.35% / annualized

Recent annualized share price change, excluding distributions.

Price CAGR signalLow

Payout Support

-8.7%Return gap

High payout with weak total-return or price trend over the measured window.

Payout support riskElevated

Stability

Summarizes recent price stability using volatility, beta, and drawdown.

Stability signalLow

Sufficient history

Latest window: limited history

History

Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.

Historical signalsLast 1 year · Monthly

Metrics historyLast 1 year · Monthly

Funds similar to IWMW

Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.

Screened forTypeETFIncome engineOption incomePositioningIncomeCash bufferNoMatches current fund criteria

6 found

IWMW is always included. Add up to 2 similar funds to compare.

Compare list0/2 selected

TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR

RDTYExposureBroad EquityBenchmarkRussell 2000Support riskElevatedStabilityLowForward yield26.15%+18.92ppTTM yield42.35%+22.05ppTotal return CAGR+20.58%+8.93pp

XPAYExposureBroad EquityBenchmarkS&P 500Support riskWatchStabilityLowForward yield20.22%+12.99ppTTM yield20.76%+0.46ppTotal return CAGR+17.76%+6.11pp

EGGSExposureBroad EquityBenchmarkOtherSupport riskElevatedStabilityLowForward yield22.47%+15.24ppTTM yield20.16%-0.14ppTotal return CAGR+11.19%-0.46pp

SDTYExposureBroad EquityBenchmarkS&P 500Support riskElevatedStabilityLowForward yield23.75%+16.52ppTTM yield26.53%+6.23ppTotal return CAGR+13.27%+1.62pp

WDTEExposureBroad EquityBenchmarkS&P 500Support riskElevatedStabilityLowForward yield30.23%+23.00ppTTM yield31.77%+11.47ppTotal return CAGR+12.92%+1.27pp

RDTEExposureGrowth EquityBenchmarkRussell 2000Support riskElevatedStabilityLowForward yield20.35%+13.12ppTTM yield43.61%+23.31ppTotal return CAGR+19.31%+7.66pp