SmarterDividends

IWMY vs PLTW: Yield, Cost and Returns Compared

As of Nov 7, 2026, PLTW yields more: 78.62% (dividend yield) against 37.66% for IWMY. PLTW is cheaper to own at 0.99% a year vs 1.05%. Over the same months (Feb 2025 to Oct 2026), PLTW returned 58.5% a year with distributions reinvested, and IWMY 10.3%.

ComparedIWMYPLTW
YieldDividend yield37.66%78.62%
Expense ratio1.05%0.99%
Total return, 1 yr+5.2%−17.8%
Worst drop since Feb 2025-7.3%-50.8%
Share price since Feb 2025−41%−27%
PaysWeeklyWeekly
IssuerDefiance ETFs LLCRoundhill
Assets$79.5M$124.6M
Started20232025
TypeTrading--MiscellaneousTrading--Miscellaneous

Higher yield

PLTW

78.62%

Lower cost

PLTW

0.99%

Better total return

PLTW

58.5%/yr

Smaller worst drop

IWMY

-7.3%

Key facts: IWMY vs PLTW

Data as of · Source: SmarterDividends data

  • As of Nov 7, 2026, IWMY yields 37.66% (dividend yield) and PLTW yields 78.62% (dividend yield).
  • IWMY's expense ratio is 1.05% and PLTW's is 0.99%: $105 vs $99 a year on $10,000.
  • From Feb 2025 to Oct 2026, $10,000 in IWMY grew to $11,776 (10.3% a year) and $10,000 in PLTW to $21,542 (58.5% a year), distributions reinvested.
  • Their worst month-end drops over that time: -7.3% for IWMY and -50.8% for PLTW.
  • 1 of IWMY's top ten holdings are also in PLTW's top ten, an overlap of at least 2% of the fund.
Cite this page

SmarterDividends, "IWMY vs PLTW: Yield, Cost and Returns Compared," updated Nov 7, 2026, https://smarterdividends.com/compare/iwmy-vs-pltw

$10,000 in each, Feb 2025 to Oct 2026

Distributions reinvested, month-end values, with the S&P 500 for reference.

IWMY became

$11,776

10.3% a year

PLTW became

$21,542

58.5% a year

Try other dates, monthly additions or more tickers →

Top holdings

1 of the top ten overlap, at least 2% of each fund.

IWMY

  1. FGXXX First American Government Obligs X2.0%

PLTW

  1. FGXXX First American Government Obligs X10.7%
  2. PLTR Palantir Technologies Inc Ordinary Shares - Class A4.1%

IWMY vs PLTW: questions

Is IWMY or PLTW better?

It depends on the job. PLTW pays more today (78.62% vs 37.66%), PLTW costs less, and PLTW has the better total return over Feb 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, IWMY or PLTW?

PLTW, at 78.62% against 37.66% for IWMY as of Nov 7, 2026. On $10,000 that's about $7,862 vs $3,766 a year at today's rates.

Which has the better total return?

PLTW. From Feb 2025 to Oct 2026, it returned 58.5% a year with distributions reinvested, against 10.3% for IWMY. $10,000 became $21,542 vs $11,776.

Which is cheaper, IWMY or PLTW?

PLTW, with a 0.99% expense ratio against 1.05%.

Do IWMY and PLTW 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. PLTW leads on 3 of 5 measures above. For information only, not investment advice. Last fund data: Nov 7, 2026.