Disclaimer: This content is for educational and entertainment purposes only & sponsored by NEOS Investments. We are not registered financial advisors, investment professionals, or licensed to provide personalized financial or tax advice. Investing in high yield etfs or covered call etfs come with significant risk such as loss of principal capital, so please do your own due diligence. This MONTHLY Dividend ETF to QQQI + SPYI Adds Diversification to Small Caps (IWMI NEOS Review). In this video, Garrett Paolella from NEOS Investments, a covered call etf firm that offers a wide range of ETFs to investors like IYRI, BTCI, QQQI, SPYI, IAUI, NEHI, NLSI, MLPI, CSHI, NIHI, QQQH, SPYH, BNDI, HYBI, and TLTI spent his time with us to discuss and provide a deep review and analysis on their Russell 2000 Income ETF called IWMI which provides exposure to Small Cap stocks and Monthly Dividends via covered calls. IWMI is for etf investing, dividend investing, and or covered call etf investing. QQQI NEOS Nasdaq-100 High Income ETF, SPYI NEOS S&P 500 High Income ETF, and IWMI NEOS Russell 2000 High Income ETF provide diversification to the Nasdaq-100, S&P 500 Index, and then Small Cap stocks. With so many etfs to invest in 2026, heres some to do your own research on for long-term buy and hold investing. I do hope you can take the time to SUBSCRIBE and LIKE this video 👍, PLEASE do have a fantastic day & always remember to do your own research before you buy any best etfs in 2026 or best etfs to buy now for etf investing. Always do your own research as this video is NOT investment advice and is for entertainment and educational purposes only. Please do your own extensive research because investing in ETFs, even IWMI involves high risk!
⏰Timestamps
0:00 Intro
1:00 IWMI ETF Review
6:46 IWMI vs SPYI vs QQQI
12:34 Who Should Own IWMI
16:46 Combining IWMI with SPYI + QQQI
21:15 IWMI Risk Explained
28:50 When Covered Calls Perform
ABOUT ME 😃
My mission is to provide my viewers with motivational content that empowers them to create financial wealth from investing. My videos are a reflection of my real-world experience as a stock market investor, student of economics/finance, and colleague in the marketplace. This channel allows me to share my passion for personal finance, etf investing, stock market investing, and index funds. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make for you guys. I also believe in complete transparency and open communication with my audience, with the end goal of inspiring others to succeed in life and in the stock market. Once again, this is not financial advice and for informational and entertainment purposes only.
For business inquiries, you can reach me at 📲marcosmillabusiness@gmail.com
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@Marcos_Milla
Thank you to NEOS for Powering The ETF Academy Podcast! We are not financial advisors & this content is for informational purposes only.
@FooHawk
I love IWMI, the Russell is on 🔥
@ricy802
slowly but surely falling in love with the NEOS index CC ETFs.
@lonniebryant6707
I like QQQI,SPYI,
@Balzy73
Can you ask if NEOS plans on coming out with a Total Stock Market ETF similar to VTI but pays a decent dividend/ distribution?
@anlbilgin3759
QQQI + SPYI + IWMI + NIHI
These are my core ETFs.
While most investors focus only on the U.S. market, international companies can be just as strong and attractive as those in the United States.
Love NEOS funds :)))
@lostboi3974
Currently with 845.905 shares and happy 🎉
@andrebrownakanewworldorder
IWMI is actually my largest holding in my portfolio from NEOS the others are QQQI, NIHI
@TheOnlyOnionPeeler
Question to NEOS – how will you handle NAV erosion problem in bear markets?
@wolfe5047
I am looking at IWMI after I build out my TSPY or maybe SPYI will be next. But I like that IWMI will put me in a different index and market.
@ashley-xn4ks
Thanks Marcos. for the great interview. Love me some Neos. Two of my biggest holdings are QQQI and SPYI and have been very happy with them so far. In 2026, I'm looking into IWMI as well. Ashley