IWMW vs. AGM
Compare and contrast key facts about iShares Russell 2000 BuyWrite ETF (IWMW) and Federal Agricultural Mortgage Corporation (AGM).
IWMW is a passively managed fund by iShares that tracks the performance of the Cboe FTSE Russell IWM 2% OTM BuyWrite Index - Benchmark TR Gross. It was launched on Mar 14, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IWMW or AGM.
Correlation
The correlation between IWMW and AGM is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IWMW vs. AGM - Performance Comparison
Key characteristics
IWMW:
13.96%
AGM:
31.43%
IWMW:
-8.35%
AGM:
-94.63%
IWMW:
-5.09%
AGM:
-12.75%
Returns By Period
In the year-to-date period, IWMW achieves a 0.19% return, which is significantly higher than AGM's -4.75% return.
IWMW
0.19%
-3.69%
5.10%
N/A
N/A
N/A
AGM
-4.75%
-10.17%
-10.01%
8.23%
21.86%
24.52%
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Risk-Adjusted Performance
IWMW vs. AGM — Risk-Adjusted Performance Rank
IWMW
AGM
IWMW vs. AGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 BuyWrite ETF (IWMW) and Federal Agricultural Mortgage Corporation (AGM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Not enough dataDividends
IWMW vs. AGM - Dividend Comparison
IWMW's dividend yield for the trailing twelve months is around 17.70%, more than AGM's 2.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWMW iShares Russell 2000 BuyWrite ETF | 17.70% | 17.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGM Federal Agricultural Mortgage Corporation | 2.99% | 2.84% | 2.30% | 3.37% | 2.84% | 4.31% | 3.35% | 3.84% | 1.84% | 1.82% | 2.03% | 1.85% |
Drawdowns
IWMW vs. AGM - Drawdown Comparison
The maximum IWMW drawdown since its inception was -8.35%, smaller than the maximum AGM drawdown of -94.63%. Use the drawdown chart below to compare losses from any high point for IWMW and AGM. For additional features, visit the drawdowns tool.
Volatility
IWMW vs. AGM - Volatility Comparison
The current volatility for iShares Russell 2000 BuyWrite ETF (IWMW) is 5.37%, while Federal Agricultural Mortgage Corporation (AGM) has a volatility of 7.31%. This indicates that IWMW experiences smaller price fluctuations and is considered to be less risky than AGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.