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Home › Calculator › IWMY Dividend Calculator 2026
R2000 Weekly Distribution ETF · AMEX
Price: $19.06 · Annual div: $8.88/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in IWMY → $458.0K in 10 years · $12,130.27/month
IWMY is actively managed to seek potential daily income on the price, and monthly distributions by utilizing options strategies. The fund implements two strategies: The first seeks to provide daily income by selling put options either at-the-money or up to 5% in-the-money, expiring the next trading day. The option positions become profitable if the Russell 2000 Index increases in value. The second strategy involves selling in-the-money put options to attempt a minimum daily income of 0.25% to seek monthly distributions. If this is determined to not be achievable, the fund will sell options that are priced at the current market value to maximize income. Even during periods of adverse market conditions, the fund will not seek defensive positions and it will not directly or fully participate in the gains of the index. The funds risk and return potential will fluctuate daily. A significant portion of the portfolio will be held in short-term US Treasury securities, which will serve as collateral for the short put option positions.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold IWMY.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 46.58% | 43.78% | $4,658 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 39.59% | 36.79% | $3,959 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 37.26% | 34.46% | $3,726 / yr |
| 🇬🇧 UK ISA | 0% | 46.58% | 43.78% | $4,658 / yr |
| 🇬🇧 UK Taxable | 8.75% | 42.50% | 39.70% | $4,250 / yr |
| 🇨🇦 TFSA | 0% | 46.58% | 43.78% | $4,658 / yr |
| 🇨🇦 CA Taxable | 25% | 34.94% | 32.14% | $3,494 / yr |
| 🇦🇺 Super (pension) | 15% | 39.59% | 36.79% | $3,959 / yr |
| 🇦🇺 AU Taxable | 30% | 32.61% | 29.81% | $3,261 / yr |
| 🇩🇪 DE Taxable | 26.375% | 34.29% | 31.49% | $3,429 / yr |
| 🇫🇷 FR Taxable | 30% | 32.61% | 29.81% | $3,261 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $8.88/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
IWMY pays quarterly — 4 times per year. Next ex-div: TBD.
How IWMY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for IWMY sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the IWMY dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
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