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Home βΊ Calculator βΊ IWMY Dividend Calculator 2026
R2000 Weekly Distribution ETF Β· AMEX
Price: $19.49 Β· Annual div: $8.37/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in IWMY β $356.3K in 10 years Β· $8,922.10/month
IWMY is an actively managed exchange-traded fund designed to generate daily income and provide monthly distributions through the strategic deployment of options. The fund employs two distinct options-based approaches. Its primary strategy seeks to secure daily income by writing short-dated put options, either at-the-money or up to 5% in-the-money, with an expiration typically occurring on the following trading day. Profitability from these positions is contingent on an appreciation in the value of the Russell 2000 Index. The secondary strategy focuses on generating monthly distributions by selling in-the-money put options, aiming for a minimum daily income target of 0.25%. Should this target prove unachievable, the fund will instead sell options priced at their prevailing market value to optimize income generation. Crucially, IWMY will not adopt defensive postures during unfavorable market conditions, nor will it fully or directly participate in the upside performance of the underlying index. Consequently, the fund's risk and return profile is subject to daily fluctuations. A substantial portion of the portfolio is allocated to short-term U.S. Treasury securities, serving as collateral for its short put option obligations.
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 |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 42.95% | 40.15% | $4,295 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 36.51% | 33.71% | $3,651 / yr |
| πΊπΈ US Taxable (20%) | 20% | 34.36% | 31.56% | $3,436 / yr |
| π¬π§ UK ISA | 0% | 42.95% | 40.15% | $4,295 / yr |
| π¬π§ UK Taxable | 8.75% | 39.19% | 36.39% | $3,919 / yr |
| π¨π¦ TFSA | 0% | 42.95% | 40.15% | $4,295 / yr |
| π¨π¦ CA Taxable | 25% | 32.21% | 29.41% | $3,221 / yr |
| π¦πΊ Super (pension) | 15% | 36.51% | 33.71% | $3,651 / yr |
| π¦πΊ AU Taxable | 30% | 30.07% | 27.27% | $3,007 / yr |
| π©πͺ DE Taxable | 26.375% | 31.62% | 28.82% | $3,162 / yr |
| π«π· FR Taxable | 30% | 30.07% | 27.27% | $3,007 / 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 $8.37/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
IWMY pays quarterly β 4 times per year. Next ex-div: TBD.
How IWMY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for IWMY sourced from FMP /financial-growth endpoint β 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 β
R2000 Weekly Distribution ETF (IWMY) is currently trading at $19.49, 68% below its 52-week high. The current dividend yield is 42.95% based on an annual payout of $8.37 per share.
R2000 Weekly Distribution ETF (IWMY) is a financial services stock currently trading at $19.49 with a dividend yield of 42.95%. The company pays an annual dividend of $8.37 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only β not financial advice.
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