VIDEO: ETF of the Week: IWMI

On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.

ETF Trends • Feb 18, 2026

ETF of the Week: NEOS Russell 2000 High Income ETF (IWMI)

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis visit the Tax Efficient Income Content Hub.

ETF Trends • Feb 12, 2026

2026 Is About Volatility And 10%+ Covered Call Yields

Volatility and dispersion are the likely key themes for 2026. The sky-high valuations and increasingly shaky economic/financial fundamentals support that view. At the same time, the market's "put mechanism," which has made the buy-the-dip strategy work since really the GFC, has not disappeared.

Seeking Alpha • Feb 11, 2026

With Small-Caps Rallying, Consider This Income-Rich ETF

One month into 2026, one of the most widely discussed trends is the impressive rebound of domestic small-cap stocks. Sure, the upside delivered to start the year by ETFs tracking the Russell 2000 and S&P SmallCap 600 indexes, among others, is worth taking with a grain of salt.

ETF Trends • Feb 2, 2026

I've Never Been More Bullish On Covered Call ETFs Than Now (But With One Caveat)

The market seems to be increasingly punctuated by notable volatility spikes, while the broad indices (and AI names) struggle to justify their valuations. This is the necessary setup for covered call ETFs to come in and shine. However, there is a huge caveat (not that visible risk), which, if not properly considered, might lead covered call investors to be disappointed.

Seeking Alpha • Feb 1, 2026

IWMI: Russell 2000 Covered Call ETF, Outstanding Double-Digit Distribution Yield, Strong Performance Track-Record

IWMI tracks the Russell 2000 and writes covered calls on a portion of its holdings. It sports a massive 13.5% distribution yield. Upside potential is significantly reduced, although not zero. The fund has performed well since inception, with double-digit CAGR.

Seeking Alpha • Jan 31, 2026

IWMI: The Ultimate Covered Call ETF To Play The Great Rotation

IWMI offers a ~14% yield by combining small-cap exposure with a tax-efficient out-of-the-money covered call strategy. IWMI has recently outperformed both the Nasdaq-100 and AI-focused covered call ETFs, benefiting from the great rotation. In the article, I flesh out three key structural tailwinds that should support small-cap and IWMI outperformance going forward.

Seeking Alpha • Jan 20, 2026

IWMI: Tax-Efficient Distributions From The Russell 2000 Index (Rating Upgrade)

The NEOS Russell 2000 High Income ETF is upgraded to Buy, offering a 14% yield and strong capital preservation versus higher-yielding peers. The fund's OTM option writing strategy allows some upside but caps growth, making IWMI best suited for income-focused, long-term investors. IWMI outperforms synthetic high-yield peers in total return, avoiding severe price erosion seen in RDTY and RDTE.

Seeking Alpha • Dec 20, 2025

IWMI: Small Caps, Big Dividends

The NEOS Russell 2000 High Income ETF offers high monthly income via a covered call strategy on the Russell 2000 index. IWMI currently yields a 14% distribution rate, with approximately 95% of payouts classified as return of capital, offering tax advantages for many investors. The ETF provides diversification away from tech-heavy large caps, with sector exposure favoring finance and healthcare, and benefits from recent small-cap outperformance.

Seeking Alpha • Dec 12, 2025

MSTY, BLOX, IWMI: Building A High-Income Portfolio

I construct covered call ETF portfolios using a three-bucket approach: safe, moderate, and ultra-high yield for balanced income and risk. Portfolio weightings target 50% in 10–25% yield ETFs, 30% in 25–50% yield, and 20% in 50%+ yield, with regular rebalancing. Proxies like IWMI (safe), BLOX (moderate), and MSTY (ultra-high yield) illustrate how to allocate and manage risk across buckets.

Seeking Alpha • Dec 6, 2025