SMI yields 0.75% · VYM yields 2.41%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, SMI + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of SMI + VYM for your $10,000?
The fund normally invests at least 80% of its total assets in investments the income from which is exempt from U.S. federal income tax. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing, under normal circumstances, in investment grade municipal debt securities that fund issuers with operations or projects helping to promote progress towards sustainable development, in alignment with the goals and metrics defined by the United Nations Sustainable Development Goals (“SDGs”) 9, 11 and 12. The fund is non-diversified.
Full SMI 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.