DSIBX yields 2.37% · VYM yields 2.41%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, DSIBX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of DSIBX + VYM for your $10,000?
The fund normally invests substantially all of its net assets in municipal bonds that provide income exempt from federal personal income tax. It invests principally in municipal bonds with remaining maturities of five years or less and generally maintains a dollar-weighted average portfolio maturity of one to three years. The fund invests at least 80% of its net assets in municipal bonds rated investment grade at the time of purchase or the unrated equivalent as determined by the fund's sub-adviser. It is non-diversified.
Full DSIBX Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.