IWMW vs HRTS
Comparison between ISHARES RUSSELL 2000 BUYWRITE ETF (IWMW, ETF) and TEMA HEART & HEALTH ETF (HRTS, ETF).
IWMW vs HRTS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWMW vs HRTS - Holdings Comparison
IWMW and HRTS have 0 common holdings. Overlap is 0.00%
IWMW's top 25 holdings weight is 100.62%. HRTS's top 25 holdings weight is 83.56%.
| Rank | IWMW | HRTS |
|---|---|---|
| #1 | ISHARES RUSSELL 2000 ETF (IWM) - 100.62% | ELI LILLY AND CO (LLY) - 11.53% |
| #2 | N/A | UNITEDHEALTH GROUP INC (UNH) - 5.42% |
| #3 | N/A | NOVO NORDISK AS CLASS B (n/a) - 5.14% |
| #4 | N/A | ROCHE HOLDING AG ADR (RHHBY) - 4.37% |
| #5 | N/A | MERCK & CO INC (MRK) - 4.32% |
| #6 | N/A | THERMO FISHER SCIENTIFIC INC (TMO) - 4.04% |
| #7 | N/A | ASTRAZENECA PLC (AZN:XLON) - 3.98% |
| #8 | N/A | JOHNSON & JOHNSON (JNJ) - 3.69% |
| #9 | N/A | GILEAD SCIENCES INC (GILD) - 3.39% |
| #10 | N/A | NOVARTIS AG REGISTERED SHARES (n/a) - 3.34% |
| #11 | N/A | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 3.32% |
| #12 | N/A | VERTEX PHARMACEUTICALS INC (VRTX) - 2.89% |
| #13 | N/A | ABBOTT LABORATORIES (ABT) - 2.75% |
| #14 | N/A | DANAHER CORP (DHR) - 2.66% |
| #15 | N/A | BRIDGEBIO PHARMA INC (BBIO) - 2.60% |
| #16 | N/A | ABBVIE INC (ABBV) - 2.46% |
| #17 | N/A | CYTOKINETICS INC (CYTK) - 2.42% |
| #18 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 2.06% |
| #19 | N/A | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.00% |
| #20 | N/A | DEXCOM INC (DXCM) - 1.99% |
| #21 | N/A | MEDTRONIC PLC (MDT) - 1.95% |
| #22 | N/A | AMGEN INC (AMGN) - 1.94% |
| #23 | N/A | EDWARDS LIFESCIENCES CORP (EW) - 1.84% |
| #24 | N/A | MCKESSON CORP (MCK) - 1.76% |
| #25 | N/A | REGENERON PHARMACEUTICALS INC (REGN) - 1.70% |
| Total Holdings | 1 | 46 |
IWMW vs HRTS - Historical Returns
Returns include dividend reinvestment.
IWMW vs HRTS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IWMW | HRTS |
|---|---|---|
| 2026 | +11.06% | -4.09% |
| 2025 | +7.60% | +22.59% |
| 2024 | +6.11% | -4.44% |
| 2023 | N/A | +14.97% |
IWMW vs HRTS Drawdown Comparison
The maximum drawdown for IWMW was -21.86%, occurring on Apr 8, 2025. Recovery took 196 trading sessions.
The maximum drawdown for HRTS was -25.81%, occurring on Apr 8, 2025. Recovery took 343 trading sessions.
The current HRTS drawdown is -7.38%.
| Rank | IWMW | HRTS |
|---|---|---|
| #1 | -21.86% Dec 4, 2024 - Sep 18, 2025 | -25.81% Jul 16, 2024 - Nov 25, 2025 |
| #2 | -8.31% Mar 28, 2024 - Oct 11, 2024 | -11.72% Mar 1, 2024 - Jul 11, 2024 |
| #3 | -6.92% Feb 26, 2026 - Apr 30, 2026 | -11.01% Jan 7, 2026 - Mar 27, 2026 |
| #4 | -6.86% Oct 27, 2025 - Jan 9, 2026 | -4.13% Nov 26, 2025 - Dec 24, 2025 |
| #5 | -2.97% Jan 22, 2026 - Feb 9, 2026 | -3.35% Jan 9, 2024 - Jan 29, 2024 |
| #6 | -2.60% May 14, 2026 - May 22, 2026 | -2.72% Feb 12, 2024 - Feb 26, 2024 |
| #7 | -2.31% Oct 17, 2024 - Nov 6, 2024 | -2.56% Feb 27, 2024 - Mar 1, 2024 |
| #8 | -2.18% Feb 9, 2026 - Feb 20, 2026 | -2.24% Jan 29, 2024 - Feb 6, 2024 |
| #9 | -2.13% Oct 8, 2025 - Oct 14, 2025 | -2.18% Dec 27, 2023 - Jan 8, 2024 |
| #10 | -1.87% Jun 4, 2026 - Jun 11, 2026 | -2.16% Dec 19, 2023 - Dec 22, 2023 |
| #11 | -1.22% Feb 20, 2026 - Feb 25, 2026 | -1.55% Dec 24, 2025 - Jan 6, 2026 |
| #12 | -1.10% Oct 20, 2025 - Oct 24, 2025 | -1.54% Dec 7, 2023 - Dec 13, 2023 |
| #13 | -1.08% Nov 11, 2024 - Nov 21, 2024 | -1.51% Nov 24, 2023 - Dec 1, 2023 |
| #14 | -1.08% Jan 14, 2026 - Jan 21, 2026 | -1.12% Feb 6, 2024 - Feb 8, 2024 |
| #15 | -1.04% Sep 18, 2025 - Oct 1, 2025 | -0.82% Dec 14, 2023 - Dec 19, 2023 |
Correlation
Correlation between IWMW and HRTS is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2024 - 2026)
IWMW vs HRTS dividend yield comparison.
| Year | IWMW | HRTS |
|---|---|---|
| 2026 | 9.03% | 0.00% |
| 2025 | 20.99% | 1.34% |
| 2024 | 17.73% | 1.63% |
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