Small Caps income funds
Option-income funds built on the Russell 2000. Ranked by DT Score (income quality), then yield.
11
Active funds
14.1%
Median forward rate
90%
Median Earned % (1Y)
8
Funds with a DT Score
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RYLD Global X Russell 2000 Covered Call ETF | Index Covered Call / Option Income | 12.6% | 12.3% | +11.8% | 90% | 50% | 46% | Loosely | 75 | 45 | Downtrend |
| IWMI NEOS Russell 2000 High Income ETF | Index Covered Call / Option Income | 15.5% | 15.1% | +15.0% | 90% | 80% | 77% | Closely | 74 | 34 | Downtrend |
| OVS Overlay Shares Small Cap Equity ETF | Fund of Funds / Multi-Strategy | 10.8% | 10.3% | +20.2% | 164% | 93% | 88% | Closely | 71 | 27 | Downtrend |
| ITWO ProShares Russell 2000 High Income ETF | Index Covered Call / Option Income | 6.5% | 7.4% | +16.8% | 185% | 100% | 99% | Closely | 63 | 28 | Downtrend |
| IWMW iShares IWM Premium Income+ ETF (formerly Russell 2000 BuyWrite) | Index Covered Call / Option Income | 17.2% | 20.1% | +10.3% | 48% | 62% | 61% | Closely | 61 | 39 | Downtrend |
| RDTY YieldMax R2000 0DTE Covered Call Strategy ETF | 0DTE / Daily Option Income | 37.1% | 44.2% | +13.9% | 35% | 87% | 85% | Closely | 55 | 35 | Downtrend |
| RDTE Roundhill Russell 2000 0DTE Covered Call Strategy ETF | 0DTE / Daily Option Income | 25.3% | 43.0% | +13.0% | 32% | 89% | 88% | Closely | 52 | 30 | Downtrend |
| IWMY Defiance R2000 Weekly Distribution ETF | 0DTE / Daily Option Income | 31.0% | 37.7% | +5.4% | 13% | 81% | 87% | Closely | 43 | 21 | Downtrend |
| SMDV ProShares Russell 2000 Dividend Growers ETF | Equity Income / Dividend Growth | 2.3% | 2.4% | +17.0% | 583% | 49% | 41% | Weakly | – | – | Uptrend |
| CALF Pacer US Small Cap Cash Cows 100 ETF | Equity Income / Dividend Growth | 1.4% | 1.1% | +33.9% | 999%+ | 57% | 37% | Weakly | – | – | Uptrend |
| ACRT ProShares Russell 2000 Autocallable Income ETF | Autocallable / Structured Income | – | 2.6% | – | – | 106% | 108% | Closely | – | – | Down (short history) |
Upside / downside capture and tracking compare each fund with what it's built on over the last year of daily returns. See the methodology.
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