IWC Vs. RMT: Comparing An ETF & CEF That Invest In Micro-Cap Stocks

Dec. 22, 2021 8:15 AM ETiShares Micro-Cap ETF (IWC), RMT21 Comments


  • My last article compared Micro-Cap IWC ETF against the VOO ETF, which invests in the S&P 500 stocks. The conclusion was there were benefits to owning a combination of them.
  • This article takes that idea and compares two Micro-Cap funds that investors could use. There are differences between the funds that could influence that decision on which to own.
  • Besides their structural differences, the real decision between these two funds is a matter of whether the investor plans of taking the payouts or reinvesting them. This is covered.
  • Looking for more investing ideas like this one? Get them exclusively at Hoya Capital Income Builder. Learn More »

Reviewing and analyzing business reports.

tadamichi/iStock via Getty Images


Once an investor decides on a strategy they want to execute, the next step is researching the investment choices available and how they compare. My recent article compared the Vanguard S&P 500 ETF (

Data by YCharts

I ‘m proud to have asked to be one of the original Seeking Alpha Contributors to the 11/21 launch of the Hoya Capital Income Builder Market Place.

This is how HCIB sees its place in the investment universe:

Whether your focus is high yield or dividend growth, we’ve got you covered with high-quality, actionable investment research and an all-encompassing suite of tools and models to help build portfolios that fit your unique investment objectives. Subscribers receive complete access to our investment research - including reports that are never published elsewhere - across our areas of expertise including Equity REITs, Mortgage REITs, Homebuilders, ETFs, Closed-End-Funds, and Preferreds.

This article was written by

Retired Investor profile picture
Build sustainable portfolio income with premium dividend yields up to 10%.

I have both a BS and MBA in Finance. I have been individual investor since the early 1980s and have a seven-figure portfolio.  I was a data analyst for a pension manager for thirty years until I retired July of 2019. My initial articles related to my experience in prepping for and being in retirement. Now I will comment on our holdings in our various accounts. Most holdings are in CEFs, ETFs, some BDCs and a few REITs. I write Put options for income generation. Contributing author for Hoya Capital Income Builder

Disclosure: I/we have a beneficial long position in the shares of RMT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (21)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.