iShares Russell 2000 BuyWrite ETF (IWMW)
IWMW is a passive ETF by iShares tracking the investment results of the Cboe FTSE Russell IWM 2% OTM BuyWrite Index - Benchmark TR Gross. IWMW launched on Mar 14, 2024 and has a 0.39% expense ratio.
ETF Info
| Issuer | iShares |
|---|---|
| Inception Date | Mar 14, 2024 |
| Category | Small Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Cboe FTSE Russell IWM 2% OTM BuyWrite Index - Benchmark TR Gross |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
IWMW features an expense ratio of 0.39%, falling within the medium range.
Share Price Chart
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Popular comparisons: IWMW vs. IVVW, IWMW vs. IWM, IWMW vs. MSTY, IWMW vs. QQQI, IWMW vs. VOO, IWMW vs. ISPY, IWMW vs. SPY, IWMW vs. HYBL, IWMW vs. AGM, IWMW vs. SCHD
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Russell 2000 BuyWrite ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 17.95% |
| 1 month | 4.74% | 3.13% |
| 6 months | N/A | 9.95% |
| 1 year | N/A | 24.88% |
| 5 years (annualized) | N/A | 13.37% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of IWMW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.15% | -4.95% | 1.65% | -0.73% | 4.20% | -1.87% | 1.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell 2000 BuyWrite ETF (IWMW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
iShares Russell 2000 BuyWrite ETF granted a 8.71% dividend yield in the last twelve months. The annual payout for that period amounted to $3.99 per share.
| Period | TTM |
|---|---|
| Dividend | $3.99 |
Dividend yield | 8.71% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell 2000 BuyWrite ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.62 | $0.78 | $0.51 | $0.63 | $0.52 | $0.93 | $3.99 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Russell 2000 BuyWrite ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Russell 2000 BuyWrite ETF was 8.36%, occurring on Aug 5, 2024. The portfolio has not yet recovered.
The current iShares Russell 2000 BuyWrite ETF drawdown is 1.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.36% | Apr 1, 2024 | 88 | Aug 5, 2024 | — | — | — |
| -0.8% | Mar 22, 2024 | 1 | Mar 22, 2024 | 3 | Mar 27, 2024 | 4 |
| -0.39% | Mar 18, 2024 | 1 | Mar 18, 2024 | 1 | Mar 19, 2024 | 2 |
Volatility
Volatility Chart
The current iShares Russell 2000 BuyWrite ETF volatility is 3.41%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.