IWMY

Defiance R2000 Enhanced Options & 0DTE Income ETF

$20.66
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Defiance R2000 Enhanced Options & 0DTE Income ETF (IWMY) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Defiance R2000 Enhanced Options & 0DTE Income Index.

Overview

ETF tracking Defiance R2000 Enhanced Options & 0DTE Income ETF

Category Value
Issuer Other
Inception Date 2023-10-31
Market Cap $135.2M
Average Volume N/A
Dividend Yield 10.89%
52-Week Range $20.65 - $32.95
VWAP $20.63

Performance

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Investment Summary

📎 Investment Objective

The Defiance R2000 Enhanced Options & 0DTE Income ETF (IWMY) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Defiance R2000 Enhanced Options & 0DTE Income Index.

🎯 Investment Strategy

The ETF invests in a portfolio of options and other derivative instruments designed to generate income and provide downside protection. The fund aims to enhance returns on small-cap stocks through an options-based strategy.

✨ Key Features

  • Focuses on generating income and downside protection through options-based strategies
  • Targets small-cap stocks through the Russell 2000 Index
  • Aims to enhance returns compared to a traditional small-cap index fund
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Derivative risk: The use of options and other derivatives can increase volatility and the risk of loss
  • Small-cap risk: Small-cap stocks may be more volatile and less liquid than large-cap stocks
  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Income risk: The fund's income-generating strategies may not be successful

👤 Best For

This ETF may be suitable for investors seeking income generation and downside protection in the small-cap equity market. It may be appropriate for those with a higher risk tolerance and a longer investment horizon who are looking to potentially enhance returns compared to a traditional small-cap index fund.