NEOS Russell 2000 High Income ETF

IWMI

Market cap $298M

NEOS Investments offer high yielding monthly income ETFs based on options strategies on equity and alternative investments. As a secondary priority, the ETFs seek capital appreciation from the underlying securities held. Four of the funds use Section 1256 Index Option Contracts, which treat distributions as 60% long term and 40% short term capital gains.

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces September monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the September 2025 Ex-Div Date (9/24/2025)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (.

NEOS Russell 2000 High Income ETF (IWMI) offers a compelling 14% yield, attracting strong AUM growth despite modest price depreciation since launch. IWMI provides the best trade-off between high income and limited capital loss among small-cap covered call ETFs, outperforming peers like IWMW, RDTE, and RYLD. The current macroeconomic environment, with gradual Fed rate cuts and a soft-landing scenario, favors IWMI's income strategy and potential for steady upside.

NEOS Russell 2000 High Income ETF offers a 14.4% yield by writing covered calls on small-cap equities, targeting monthly income. IWMI's actively managed options strategy distinguishes it from passive index funds, aiming to optimize income opportunities from the volatile Russell 2000. While IWMI's total returns lag the index and SPYI, it provides higher yield and defensive qualities during market downturns, suiting income-focused investors.

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces August monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the August 2025 Ex-Div Date (8/20/2025)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (BTCI).

Small-cap stocks remain a closely watched asset class this year as changing market trends could benefit small businesses in the U.S. The NEOS Russell 2000 High Income ETF (IWMI) is worth consideration, given its outperformance compared to the benchmark year-to-date.

IWMI offers small-cap exposure with high income via call writing, balancing yield and drawdown management, but expect long-term underperformance versus the index. IWMI's tax efficiency using Section 1256 contracts and ROC distributions makes it preferable for taxable accounts over RYLD, despite similar strategy outcomes. Yield management is key: IWMI targets stable payouts, but NAV erosion is a risk in adverse markets due to capped upside and maintained distributions.

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces April monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the April 2025 Ex-Div Date (4/23/2025)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (BTCI) 27.

Market volatility remains pronounced as of midday trading on Friday as investors digest rapidly shifting global trade dynamics. Advisors and investors looking to potentially harness volatility for income would do well to consider the NEOS options-based ETF suite this year.

Market declines offer opportunities to accumulate shares at discounted valuations, but IWMI should only supplement existing Russell 2000 positions due to its capped upside and downside risks. IWMI's call option strategy generates income, but has underperformed VTWO, with most distributions funded by return of capital, raising sustainability concerns. The current high-interest rate environment and tariff tensions make small-cap exposure less attractive, suggesting caution with IWMI investments.