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IWMY
Description
Description
IWMY was created on 2023-10-31 by Defiance. The fund's investment portfolio concentrates primarily on small cap equity. IWMY, an actively managed ETF attempting to provide weekly income, targeting a 30% annual distribution, via call option spreads on the Russell 2000 Index. Secondarily, the fund seeks some upside potential on the index.
NYSE/NASDAQ
ETF - A bundle of shares
Global
United States
Performance
Performance
$16.86
USD
▼ -$43.71 (-72.16%)
8th October 2026, 08:00 p.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
* US price history does not take into account stock splits
Quick facts
Quick facts
▼ -72.16% Growth
3 years capital growth
▲ 7.04% Dividends
Annual dividend yield
$15 AUD minimum investment
Due to minimum AUD to USD conversion
$16.86 USD median portfolio
Median amount held by the community
Distributions
Distributions
Annual dividend yield
7.04%
Average franked amount
0%
3yr avg. dividend yield
5.65%
Dividend reinvestment
Highest franked amount
N/A
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
1.05% p.a.
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
1.05
Inception date
2023-10-31
Pearler community insights
Pearler community insights
General statistics
1 investors hold IWMY
55 weeks average time between investments
$35 average holding per investor
730 days since last community investment
Demographics
Income of investors
Less than 50k
100%
50k - 100k
0%
100k - 150k
0%
150k - 200k
0%
More than 200k
0%
Age of investors
35-90 years old
100%
18-25 years old
0%
26-34 years old
0%
Legal gender of investors
0% male
100% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on Fri Oct 09 2026, and may have changed since.
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