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Why Munis Still Make Sense: Compelling Yields In A Changing Landscape
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Financial markets weathered pronounced volatility during April after the White House announced reciprocal tariffs against global trading partners.
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Tariff concerns spurred historic volatility and negative total returns in April. Click here to read more.
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The recent muni market selloff we are calling 'T cubed' â taxation, tariffs, and Trump talk.
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As the Federal Reserve cautiously progresses through its rate-cutting cycle, fixed income markets are being reshaped by a sharp shift in policy dynamics. Click to read.
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Bond Bites: Muni Tax Exemption Debate And SALT Deduction
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PSA | 45.60% | $51.89B | +7.81% | 4.06% |
CUBE | 42.95% | $9.41B | -1.83% | 5.00% |
EXR | 42.31% | $30.72B | +1.51% | 4.46% |
AMT | 39.99% | $98.44B | +12.68% | 3.11% |
NNN | 39.74% | $7.71B | -0.24% | 5.65% |
SAFE | 39.33% | $1.04B | -24.77% | 4.94% |
HD | 38.99% | $363.91B | +12.00% | 2.50% |
PFSI | 38.74% | $4.93B | +5.83% | 1.28% |
FAF | 37.71% | $5.70B | +2.16% | 3.91% |
SBAC | 37.41% | $24.53B | +20.91% | 2.24% |
FCPT | 36.17% | $2.71B | +12.27% | 5.22% |
ZG | 35.99% | $15.52B | +63.35% | 0.00% |
Z | 35.73% | $15.70B | +63.06% | 0.00% |
TU | 35.58% | $24.21B | -2.32% | 7.03% |
NSA | 35.50% | $2.59B | -6.06% | 6.68% |
GTY | 35.44% | $1.57B | +3.81% | 6.48% |
ES | 35.40% | $23.17B | +9.61% | 4.65% |
ELS | 34.95% | $12.12B | +1.75% | 3.06% |
OHI | 34.77% | $10.42B | +14.94% | 7.41% |
O | 34.75% | $49.83B | +5.49% | 5.73% |
Current Value
$22.321 Year Return
Current Value
$22.321 Year Return
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -27.08% | $169.80M | 0.5% | |
ICLO | -26.66% | $304.64M | 0.19% | |
UUP | -23.89% | $277.56M | 0.77% | |
THTA | -20.12% | $35.51M | 0.49% | |
FLTR | -13.41% | $2.38B | 0.14% | |
CLOI | -13.02% | $1.08B | 0.4% | |
KMLM | -12.16% | $190.16M | 0.9% | |
FLJH | -12.14% | $88.40M | 0.09% | |
DXJ | -11.15% | $3.37B | 0.48% | |
DBJP | -11.12% | $388.69M | 0.45% | |
DBMF | -10.21% | $1.19B | 0.85% | |
FTSL | -10.18% | $2.38B | 0.87% | |
PXJ | -9.66% | $26.24M | 0.66% | |
LONZ | -9.54% | $735.44M | 0.63% | |
HEWJ | -9.39% | $369.78M | 0.5% | |
KBWB | -9.08% | $3.84B | 0.35% | |
PSCE | -8.37% | $58.05M | 0.29% | |
XME | -7.76% | $1.51B | 0.35% | |
IEZ | -7.63% | $114.19M | 0.4% | |
FLRN | -7.60% | $2.75B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IGE | <0.01% | $604.87M | 0.41% | |
BKCH | -0.18% | $162.06M | 0.5% | |
CRPT | -0.22% | $115.57M | 0.85% | |
INDY | -0.23% | $700.48M | 0.89% | |
OILK | 0.24% | $61.94M | 0.69% | |
TUR | -0.29% | $136.88M | 0.59% | |
RDVI | -0.35% | $1.95B | 0.75% | |
AIRR | 0.36% | $3.54B | 0.7% | |
INDA | -0.38% | $9.10B | 0.62% | |
UGA | -0.39% | $72.78M | 0.97% | |
TPMN | 0.42% | $30.83M | 0.65% | |
NUKZ | 0.45% | $225.26M | 0.85% | |
DBE | 0.45% | $46.64M | 0.77% | |
PWV | 0.52% | $1.06B | 0.53% | |
USO | 0.53% | $883.65M | 0.6% | |
FLIN | 0.55% | $2.17B | 0.19% | |
DAPP | -0.58% | $182.40M | 0.51% | |
JETS | -0.65% | $829.82M | 0.6% | |
BITQ | 0.72% | $202.82M | 0.85% | |
PSI | 0.72% | $651.73M | 0.56% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
TTD | <0.01% | $36.53B | -19.65% | 0.00% |
GO | 0.01% | $1.32B | -40.49% | 0.00% |
INSM | -0.01% | $12.05B | +180.34% | 0.00% |
GHG | 0.02% | $134.19M | -30.69% | 0.00% |
UONEK | -0.02% | $30.96M | -56.54% | 0.00% |
TKR | 0.03% | $4.85B | -21.19% | 2.03% |
ELVN | 0.04% | $822.89M | -27.02% | 0.00% |
AIT | -0.05% | $8.50B | +14.15% | 0.76% |
GLOB | 0.06% | $4.64B | -38.58% | 0.00% |
SAFT | 0.06% | $1.22B | +6.60% | 4.42% |
CLBK | -0.06% | $1.51B | -8.42% | 0.00% |
CPAY | -0.06% | $22.99B | +20.81% | 0.00% |
MTRX | 0.07% | $332.43M | +8.47% | 0.00% |
ASML | -0.07% | $291.31B | -20.72% | 0.96% |
OOMA | -0.07% | $368.21M | +82.51% | 0.00% |
TFII | 0.08% | $7.28B | -34.26% | 2.00% |
SSL | 0.08% | $2.82B | -37.25% | 0.00% |
CRC | -0.08% | $3.77B | -9.59% | 3.56% |
CTMX | 0.09% | $335.57M | +16.39% | 0.00% |
NOC | 0.10% | $68.06B | +1.21% | 1.74% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VTEB | 93.41% | $35.64B | 0.03% | |
FMB | 93.27% | $1.91B | 0.65% | |
TFI | 93.27% | $3.14B | 0.23% | |
CMF | 92.31% | $3.58B | 0.08% | |
ITM | 91.75% | $1.88B | 0.18% | |
MUB | 91.59% | $38.92B | 0.05% | |
MLN | 90.58% | $531.67M | 0.24% | |
NYF | 90.50% | $882.50M | 0.25% | |
JMUB | 88.86% | $2.84B | 0.18% | |
MMIT | 88.64% | $831.03M | 0.3% | |
HYMB | 87.79% | $2.50B | 0.35% | |
MMIN | 87.55% | $485.29M | 0.3% | |
FMHI | 87.30% | $762.13M | 0.7% | |
HTAB | 87.11% | $405.53M | 0.39% | |
HYD | 87.08% | $3.37B | 0.32% | |
TAXF | 86.39% | $495.78M | 0.29% | |
SCMB | 86.24% | $1.97B | 0.03% | |
MUNI | 85.92% | $2.02B | 0.35% | |
MINO | 85.34% | $317.66M | 0.39% | |
CGMU | 85.12% | $3.15B | 0.27% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
STTK | -26.96% | $47.90M | -86.65% | 0.00% |
X | -24.11% | $9.71B | +19.40% | 0.45% |
JPM | -23.97% | $724.43B | +32.37% | 1.97% |
STNG | -20.20% | $2.01B | -51.22% | 4.11% |
KOS | -20.01% | $755.25M | -72.57% | 0.00% |
INSW | -19.81% | $1.80B | -36.98% | 1.33% |
MVO | -19.40% | $67.16M | -35.40% | 21.71% |
BTU | -19.33% | $1.65B | -41.86% | 2.28% |
LPG | -19.29% | $864.65M | -50.89% | 0.00% |
FMTO | -18.99% | $42.10M | -99.95% | 0.00% |
NVGS | -18.90% | $948.19M | -19.19% | 1.47% |
FCNCA | -18.64% | $24.47B | +5.31% | 0.40% |
SANM | -17.77% | $4.52B | +26.50% | 0.00% |
RYTM | -17.68% | $3.95B | +65.94% | 0.00% |
CNR | -17.48% | $3.65B | -27.55% | 0.87% |
GEO | -17.17% | $3.83B | +94.96% | 0.00% |
NAT | -16.99% | $550.55M | -38.10% | 13.13% |
AMR | -16.31% | $1.50B | -62.02% | 0.00% |
BFH | -16.18% | $2.39B | +24.61% | 1.68% |
SMHI | -15.94% | $135.87M | -62.74% | 0.00% |
PZA - Invesco National AMT Free Municipal Bond ETF contains 2336 holdings. The top holdings include
Name | Weight |
---|---|
- | 2.09% |
- | 0.48% |
- | 0.45% |
- | 0.31% |
- | 0.31% |
- | 0.31% |
- | 0.30% |
- | 0.30% |
- | 0.30% |
- | 0.29% |
3 3BYHTG1NT CALIFORNIA ST 4% | 0.26% |
- | 0.24% |
- | 0.24% |
- | 0.23% |
- | 0.23% |
- | 0.23% |
- | 0.22% |
- | 0.22% |
- | 0.22% |
- | 0.21% |
- | 0.21% |
- | 0.20% |
- | 0.19% |
- | 0.19% |
- | 0.19% |
- | 0.19% |
- | 0.19% |
- | 0.19% |
- | 0.19% |
- | 0.18% |
Sector | Weight |
---|---|