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NEHI vs. IWMI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NEHI vs. IWMI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NEOS Ethereum High Income ETF (NEHI) and NEOS Russell 2000 High Income ETF (IWMI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NEHI achieves a -34.34% return, which is significantly lower than IWMI's 18.18% return.


NEHI

1D
0.42%
1M
9.49%
6M
-17.38%
YTD
-34.34%
1Y
3Y*
5Y*
10Y*
ALL TIME*

IWMI

1D
-0.26%
1M
0.20%
6M
13.27%
YTD
18.18%
1Y
32.73%
3Y*
5Y*
10Y*
ALL TIME*
19.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$18.01M$19.35M$18.16M
$1.15M$1.23M$2.09M

NEHI vs. IWMI - Yearly Performance Comparison


2026 (YTD)2025
NEHI
NEOS Ethereum High Income ETF
-34.34%-1.24%
IWMI
NEOS Russell 2000 High Income ETF
18.18%1.28%

Correlation

The correlation between NEHI and IWMI is 0.49, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 3, 2025

0.49

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Return for Risk

NEHI vs. IWMI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

NEHI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IWMI
IWMI Risk / Return Rank: 8585
Overall Rank
IWMI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
IWMI Sortino Ratio Rank: 8383
Sortino Ratio Rank
IWMI Omega Ratio Rank: 8080
Omega Ratio Rank
IWMI Calmar Ratio Rank: 8888
Calmar Ratio Rank
IWMI Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

NEHI vs. IWMI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NEOS Ethereum High Income ETF (NEHI) and NEOS Russell 2000 High Income ETF (IWMI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NEHIIWMIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

3.91

Martin ratioReturn relative to average drawdown

16.12

NEHI vs. IWMI - Sharpe Ratio Comparison


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Drawdowns

NEHI vs. IWMI - Drawdown Comparison

The maximum NEHI drawdown since its inception was -50.12%, which is greater than IWMI's maximum drawdown of -23.88%. Use the drawdown chart below to compare losses from any high point for NEHI and IWMI.


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Drawdown Indicators


NEHIIWMIDifference

Max Drawdown

Largest peak-to-trough decline

-50.12%

-23.88%

-26.24%

Max Drawdown (1Y)

Largest decline over 1 year

-8.40%

Current Drawdown

Current decline from peak

-41.27%

-0.26%

-41.01%

Average Drawdown

Average peak-to-trough decline

-29.74%

-3.86%

-25.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

Volatility

NEHI vs. IWMI - Volatility Comparison


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Volatility by Period


NEHIIWMIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

Volatility (6M)

Calculated over the trailing 6-month period

11.73%

Volatility (1Y)

Calculated over the trailing 1-year period

56.32%

15.24%

+41.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.32%

17.65%

+38.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.32%

17.65%

+38.67%

NEHI vs. IWMI - Expense Ratio Comparison

NEHI has a 0.98% expense ratio, which is higher than IWMI's 0.68% expense ratio.


Dividends

NEHI vs. IWMI - Dividend Comparison

NEHI's dividend yield for the trailing twelve months is around 30.43%, more than IWMI's 13.53% yield.


PositionTTM20252024
IWMI
NEOS Russell 2000 High Income ETF
13.53%14.05%8.78%
NEHI
NEOS Ethereum High Income ETF
30.43%2.87%0.00%

Frequently Asked Questions


NEHI and IWMI have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IWMI is cheaper at 0.68% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IWMI is cheaper with a 0.68% expense ratio, compared with 0.98% for NEHI.

NEHI has the higher dividend yield at 30.43%, compared with 13.53% for IWMI.

NEHI is categorized as Cryptocurrency, while IWMI is Derivative Income. Their fees differ too: 0.98% for NEHI and 0.68% for IWMI.

Portfolio Optimizer

Find the right allocation for NEHI and IWMI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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