NEOS Russell 2000 High Income ETF

IWMI

Market cap $390M

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures.

If you're planning to retire or you're already retired, it can be tough to gauge just how much you will need over the course of your retirement.

The NEOS Russell 2000 High Income ETF (IWMI) offers a compelling alternative to large-cap covered call ETFs heavily concentrated in overvalued SPY and QQQ. Historically, small-caps outperform large-caps after Fed rate cuts. We can already see the first signs of this happening. Plus, small-caps are projected for strong earnings growth through at least mid-2026, which makes the case even more attractive.

Small-cap stocks are poised for a decent 2025. Helped by 3% over the past month, one aided by the Federal Reserve lowering interest rates in September, the Russell 2000 Index is higher by 12.67% YTD.

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.