IWMI vs OVS — stock comparison tool

IWMI currently yields 14.61% TTM versus OVS at 9.04%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

IWMIOVS

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

IWMI

OVS

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-30 to 2026-10-30. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

IWMI Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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OVS Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

IWMI$49.54

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NEOS Russell 2000 High Income ETF

OVS$39.54

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Overlay Shares Small Cap Equity ETF

Dividend Information

Dividend Yield

14.61%

9.04%

Annual Dividend

$7.24

$3.57

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

IWMI

3 holdings

Healthcare20.99%

Financial Services18.09%

Technology13.76%

Industrials13.27%

Consumer Cyclical8.87%

Real Estate6.48%

Energy6.45%

Basic Materials4.48%

Utilities2.71%

Consumer Defensive2.63%

Communication Services2.26%

Cash & Others0.01%

Top 10 holdings

Name	Weight
VTWOVanguard Russell 2000 ETF	99.85%
Cash&OtherCash & Other	0.66%
RUT 260821C03160000RUT US 08/21/26 C3160	-0.01%
RUT 260821C03105000RUT US 08/21/26 C3105	-0.05%
RUT 261120C02925000RUT US 11/20/26 C2925	-0.18%
RUT 261016C03050000RUT US 10/16/26 C3050	-0.24%
RUT 261120C02875000RUT US 11/20/26 C2875	-0.32%
RUT 260918C03045000RUT US 09/18/26 C3045	-0.33%
RUT 261016C03005000RUT US 10/16/26 C3005	-0.40%
RUT 260918C02995000RUT US 09/18/26 C2995	-0.61%
Top 10	98.37%

OVS

11 holdings

Financial Services17.16%

Technology15.69%

Industrials15.64%

Consumer Cyclical12.36%

Healthcare11.04%

Real Estate7.27%

Energy6.24%

Basic Materials4.79%

Consumer Defensive4.58%

Communication Services3.51%

Utilities1.73%

Cash & Others0.00%

Top 10 holdings

Name	Weight
IJRiShares Core S&P Small-Cap ETF	100.79%
Top 10	100.79%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

IWMISharedOVS

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

IWMI: 0% also in OVSOVS: 0% also in IWMI

OVS: showing top 1 holdings by weight (of 11). Overlap counts use this top slice, not the full fund book.

Sector drift (IWMI vs OVS)

Left = heavier in IWMI. Right = heavier in OVS.

IWMI overweight (left)OVS overweight (right)

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