BRKW vs IWMY: Yield, Cost and Returns Compared
As of Nov 9, 2026, IWMY yields more: 37.66% (dividend yield) against 16.35% for BRKW. BRKW is cheaper to own at 1.00% a year vs 1.05%. Over the same months (Jun 2025 to Oct 2026), IWMY returned 10.5% a year with distributions reinvested, and BRKW 6.6%.
| Compared | BRKW | IWMY |
|---|---|---|
| YieldDividend yield | 16.35% | 37.66% |
| Expense ratio | 1.00% | 1.05% |
| Total return, 1 yr | +12.1% | +5.2% |
| Worst drop since Jun 2025 | -10.9% | -7.3% |
| Share price since Jun 2025 | −17% | −31% |
| Pays | Weekly | Weekly |
| Issuer | Roundhill | Defiance ETFs LLC |
| Assets | $15.2M | $79.5M |
| Started | 2025 | 2023 |
| Type | Trading--Miscellaneous | Trading--Miscellaneous |
Higher yield
IWMY
37.66%
Lower cost
BRKW
1.00%
Better total return
IWMY
10.5%/yr
Smaller worst drop
IWMY
-7.3%
Key facts: BRKW vs IWMY
Data as of · Source: SmarterDividends data
- As of Nov 9, 2026, BRKW yields 16.35% (dividend yield) and IWMY yields 37.66% (dividend yield).
- BRKW's expense ratio is 1.00% and IWMY's is 1.05%: $100 vs $105 a year on $10,000.
- From Jun 2025 to Oct 2026, $10,000 in BRKW grew to $10,891 (6.6% a year) and $10,000 in IWMY to $11,419 (10.5% a year), distributions reinvested.
- Their worst month-end drops over that time: -10.9% for BRKW and -7.3% for IWMY.
- 1 of BRKW's top ten holdings are also in IWMY's top ten, an overlap of at least 2% of the fund.
Cite this page
SmarterDividends, "BRKW vs IWMY: Yield, Cost and Returns Compared," updated Nov 9, 2026, https://smarterdividends.com/compare/brkw-vs-iwmy
$10,000 in each, Jun 2025 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
BRKW became
$10,891
6.6% a year
IWMY became
$11,419
10.5% a year
Top holdings
1 of the top ten overlap, at least 2% of each fund.
BRKW
- FGXXX First American Government Obligs X15.9%
- BRK-B Berkshire Hathaway Inc Class B1.3%
IWMY
- FGXXX First American Government Obligs X2.0%
BRKW vs IWMY: questions
Is BRKW or IWMY better?
It depends on the job. IWMY pays more today (37.66% vs 16.35%), BRKW costs less, and IWMY has the better total return over Jun 2025 to Oct 2026, with IWMY holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, BRKW or IWMY?
IWMY, at 37.66% against 16.35% for BRKW as of Nov 9, 2026. On $10,000 that's about $3,766 vs $1,635 a year at today's rates.
Which has the better total return?
IWMY. From Jun 2025 to Oct 2026, it returned 10.5% a year with distributions reinvested, against 6.6% for BRKW. $10,000 became $11,419 vs $10,891.
Which is cheaper, BRKW or IWMY?
BRKW, with a 1.00% expense ratio against 1.05%.
Do BRKW and IWMY hold the same things?
Partly. 1 of their top ten holdings match (FGXXX), at least 2% of each fund. Owning both doubles up on those.
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. BRKW leads on 3 of 5 measures above. For information only, not investment advice. Last fund data: Nov 9, 2026.
