YYYM yields 10.34% · MO yields 6.36%● Live data
📍 MO pulled ahead of the other in Year 8
Combined, YYYM + MO 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 YYYM + MO 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 →Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.
Full MO 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.