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:
-0.19
AGM:
0.05
IWMW:
-0.14
AGM:
0.29
IWMW:
0.98
AGM:
1.04
IWMW:
-0.17
AGM:
0.06
IWMW:
-0.73
AGM:
0.14
IWMW:
5.19%
AGM:
10.16%
IWMW:
19.66%
AGM:
30.53%
IWMW:
-21.82%
AGM:
-94.63%
IWMW:
-16.11%
AGM:
-18.22%
Returns By Period
In the year-to-date period, IWMW achieves a -11.44% return, which is significantly lower than AGM's -10.72% return.
IWMW
-11.44%
-8.46%
-10.08%
-2.60%
N/A
N/A
AGM
-10.72%
-10.45%
-5.89%
-0.32%
29.38%
22.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
IWMW vs. AGM - Dividend Comparison
IWMW's dividend yield for the trailing twelve months is around 23.87%, more than AGM's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWMW iShares Russell 2000 BuyWrite ETF | 23.87% | 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 | 3.27% | 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 -21.82%, 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
iShares Russell 2000 BuyWrite ETF (IWMW) has a higher volatility of 13.81% compared to Federal Agricultural Mortgage Corporation (AGM) at 12.10%. This indicates that IWMW's price experiences larger fluctuations and is considered to be riskier than AGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.