HTAX yields 4.38% · DGRO yields 2.13%● Live data
📍 DGRO pulled ahead of the other in Year 1
Combined, HTAX + DGRO cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HTAX + DGRO for your $10,000?
HTAX is an actively managed fund that seeks high current interest income exempt from federal tax by investing primarily in US high-yield municipal bonds. The fund includes debt obligations issued by state and local governments to raise funds for various public purposes. The portfolio holds municipal bonds of various maturities, with a dollar-weighted average effective maturity between 5 and 30 years. The manager adjusts bond maturity to balance the aim of providing high tax-exempt income with capital preservation. The fund's income may vary depending on interest rates and portfolio holdings. It may include various types of municipal bonds, including advance refunded bonds, revenue bonds, general obligation bonds, insured municipal bonds, private activity bonds, municipal leases, and certificates of participation. The fund may concentrate its investments in certain types of bonds or in a certain segment of the municipal bond market as deemed necessary. Effective Dec. 1, 2025, Macquarie in the funds name was replaced with Nomura.
Full HTAX Calculator →The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.