YYYM yields 10.34% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 7
Combined, YYYM + EQR cover 0 of 12 months — good coverage
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What's the optimal mix of YYYM + EQR for your $10,000?
YYYM is a passively managed fund designed to generate high monthly income through a portfolio of 30 US municipal bond closed-end funds (CEFs). The underlying funds are generally exempt from regular US federal taxes. The index selects funds through a two-tier screening process based on minimum asset size, trading liquidity, yield relative to the broader universe, discount or premium to NAV, and an expense ratio cap of 6%. Eligible funds are then ranked using a combined score, and the top 30 are included in the index. Portfolio weights are determined by each funds relative yield, subject to diversification and liquidity constraints. The strategy relies on purchasing discounted, high-yielding CEFs with enough liquidity to help minimize trading costs within the basket. The index is rebalanced and reconstituted semiannually in January and July.
Full YYYM Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.