SRHR vs IWMW

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

SRHR vs IWMW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SRHR

$51M

Winner

IWMW

$51M

Expense Ratio

SRHR

0.75%

Winner

IWMW

0.39%

Max Drawdown

Winner

SRHR

21.60%

IWMW

31.21%

Sharpe Ratio

SRHR

0.79

Winner

IWMW

1.43

5Y Beta

Winner

SRHR

0.58

IWMW

0.86

P/E Ratio

SRHR

41.87

IWMW

N/A

Forward P/E

SRHR

33.15

IWMW

N/A

5Y EPS CAGR

SRHR

4.65%

IWMW

N/A

Debt to Equity

SRHR

62.00%

IWMW

N/A

P/S Ratio

SRHR

5.56

IWMW

N/A

P/B Ratio

SRHR

1.90

IWMW

N/A

SRHR vs IWMW - Holdings Comparison

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

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

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

SRHR vs IWMW - Historical Returns

Returns include dividend reinvestment.

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

Winner

SRHR

+3.86%

IWMW

+0.98%

Winner

SRHR

+5.14%

IWMW

+4.30%

Winner

SRHR

+12.67%

IWMW

+7.22%

SRHR

+14.21%

Winner

IWMW

+22.89%

Max(CAGR)

Winner

SRHR

+12.02%

IWMW

+9.50%

SRHR vs IWMW - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

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

SRHR vs IWMW Drawdown Comparison

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

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

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

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