IWMW vs SRHR

Comparison between ISHARES RUSSELL 2000 BUYWRITE ETF (IWMW, ETF) and SRH REIT COVERED CALL ETF (SRHR, ETF).

IWMW vs SRHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWMW(ETF)	SRHR(ETF)
Net Assets	$51M	$51M
Expense Ratio	0.39%	0.75%
Max Drawdown	31.21%	21.60%
Sharpe Ratio	1.43	0.79
5Y Beta	0.86	0.58
P/E Ratio	N/A	41.87
Forward P/E	N/A	33.15
5Y EPS CAGR	N/A	4.65%
Debt to Equity	N/A	62.00%
P/S Ratio	N/A	5.56
P/B Ratio	N/A	1.90

Net Assets

Winner

IWMW

$51M

SRHR

$51M

Expense Ratio

Winner

IWMW

0.39%

SRHR

0.75%

Max Drawdown

IWMW

31.21%

Winner

SRHR

21.60%

Sharpe Ratio

Winner

IWMW

1.43

SRHR

0.79

5Y Beta

IWMW

0.86

Winner

SRHR

0.58

P/E Ratio

IWMW

N/A

SRHR

41.87

Forward P/E

IWMW

N/A

SRHR

33.15

5Y EPS CAGR

IWMW

N/A

SRHR

4.65%

Debt to Equity

IWMW

N/A

SRHR

62.00%

P/S Ratio

IWMW

N/A

SRHR

5.56

P/B Ratio

IWMW

N/A

SRHR

1.90

IWMW vs SRHR - Holdings Comparison

IWMW and SRHR have 0 common holdings. Overlap is 0.00%

IWMW's top 25 holdings weight is 101.74%. SRHR's top 25 holdings weight is 101.05%.

Rank	IWMW	SRHR
#1	ISHARES RUSSELL 2000 ETF (IWM) - 101.74%	LAMAR ADVERTISING CO CLASS A (LAMR) - 10.91%
#2	N/A	VENTAS INC (VTR) - 8.16%
#3	N/A	OMEGA HEALTHCARE INVESTORS INC (OHI) - 6.12%
#4	N/A	GLOBAL NET LEASE INC (GNL) - 5.35%
#5	N/A	CROWN CASTLE INC (CCI) - 5.18%
#6	N/A	HOST HOTELS & RESORTS INC (HST) - 4.56%
#7	N/A	FIRST INDUSTRIAL REALTY TRUST INC (FR) - 4.51%
#8	N/A	HEALTHPEAK PROPERTIES INC (DOC) - 4.38%
#9	N/A	NEXPOINT RESIDENTIAL TRUST INC (NXRT) - 4.05%
#10	N/A	HIGHWOODS PROPERTIES INC (HIW) - 4.00%
#11	N/A	SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 3.84%
#12	N/A	SUN COMMUNITIES INC (SUI) - 3.83%
#13	N/A	BRIXMOR PROPERTY GROUP INC (BRX) - 3.81%
#14	N/A	COUSINS PROPERTIES INC (CUZ) - 3.70%
#15	N/A	INVITATION HOMES INC (INVH) - 3.67%
#16	N/A	EXTRA SPACE STORAGE INC (EXR) - 3.36%
#17	N/A	CURBLINE PROPERTIES CORP (CURB) - 3.29%
#18	N/A	ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 3.23%
#19	N/A	EASTGROUP PROPERTIES INC (EGP) - 2.92%
#20	N/A	REXFORD INDUSTRIAL REALTY INC (REXR) - 2.79%
#21	N/A	LINEAGE INC REIT (LINE) - 2.78%
#22	N/A	MILLROSE PROPERTIES INC CLASS A (MRP) - 2.37%
#23	N/A	APPLE HOSPITALITY REIT INC (APLE) - 2.12%
#24	N/A	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.99%
#25	N/A	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.13%
Total Holdings	1	34

IWMW vs SRHR - Historical Returns

Returns include dividend reinvestment.

Period	IWMW	SRHR
1 month	+0.98%	+3.86%
3 months	+4.30%	+5.14%
6 months	+7.22%	+12.67%
1 year	+22.89%	+14.21%
Max(CAGR)	+9.50%	+12.02%

IWMW

+0.98%

Winner

SRHR

+3.86%

IWMW

+4.30%

Winner

SRHR

+5.14%

IWMW

+7.22%

Winner

SRHR

+12.67%

Winner

IWMW

+22.89%

SRHR

+14.21%

Max(CAGR)

IWMW

+9.50%

Winner

SRHR

+12.02%

IWMW vs SRHR - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	IWMW	SRHR
2026	+6.43%	+12.55%
2025	+7.60%	-0.02%
2024	+6.11%	+3.31%
2023	N/A	+15.83%

IWMW vs SRHR Drawdown Comparison

The maximum drawdown for IWMW was -21.86%, occurring on Apr 8, 2025. Recovery took 196 trading sessions.

The maximum drawdown for SRHR was -18.68%, occurring on Apr 8, 2025. Recovery took 404 trading sessions.

The current IWMW drawdown is -1.87%. The current SRHR drawdown is -0.47%.

Rank	IWMW	SRHR
#1	-21.86% Dec 4, 2024 - Sep 18, 2025	-18.68% Sep 24, 2024 - May 6, 2026
#2	-8.31% Mar 28, 2024 - Oct 11, 2024	-8.79% Mar 8, 2024 - Jul 12, 2024
#3	-6.92% Feb 26, 2026 - Apr 30, 2026	-4.97% Dec 28, 2023 - Mar 6, 2024
#4	-6.86% Oct 27, 2025 - Jan 9, 2026	-4.12% Jul 30, 2024 - Aug 14, 2024
#5	-2.97% Jan 22, 2026 - Feb 9, 2026	-3.21% Nov 3, 2023 - Nov 14, 2023
#6	-2.60% May 14, 2026 - May 22, 2026	-2.94% May 8, 2026 - May 22, 2026
#7	-2.31% Oct 17, 2024 - Nov 6, 2024	-2.42% May 27, 2026 - Jun 1, 2026
#8	-2.18% Feb 9, 2026 - Feb 20, 2026	-2.04% Jul 23, 2024 - Jul 29, 2024
#9	-2.13% Oct 8, 2025 - Oct 14, 2025	-1.62% Aug 30, 2024 - Sep 13, 2024
#10	-1.87% Jun 4, 2026 - Jun 5, 2026	-1.52% Dec 14, 2023 - Dec 27, 2023
#11	-1.22% Feb 20, 2026 - Feb 25, 2026	-1.36% Jul 17, 2024 - Jul 23, 2024
#12	-1.10% Oct 20, 2025 - Oct 24, 2025	-1.31% Dec 1, 2023 - Dec 12, 2023
#13	-1.08% Nov 11, 2024 - Nov 21, 2024	-0.82% Nov 20, 2023 - Nov 24, 2023
#14	-1.08% Jan 14, 2026 - Jan 21, 2026	-0.68% Nov 15, 2023 - Nov 20, 2023
#15	-1.04% Sep 18, 2025 - Oct 1, 2025	-0.51% Aug 19, 2024 - Aug 21, 2024