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XMPTVanEck CEF Municipal Income ETF

Get income15y track recordRanked #1,030 of 1,650 in this goal

Seeks to replicate the price and yield performance of the S-Network Municipal Bond Closed-End Fund Index.

By VanEck · Launched 2011

Annual Cost

1.97%

#5,807 of 5,861 · expensive

Fund Size

$221M

#2,281 of 5,861 · mid-size

Dividend YieldGoal

6.18%

Track Record

15 years

#888 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,795+8.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

S-Network Municipal Bond Closed-End Fund Index SM (the CEFMX Index)

What it actually holds

By weight

Concentration

Top 10 holdings = 58.9% of fundmoderately concentrated

BlackRock MuniHoldings Fund Inc
7.5%
Nuveen AMT-Free Quality Municipal Income Fund
7.4%
BlackRock MuniYield Quality Fund Inc
6.5%
Nuveen Quality Municipal Income Fund
6.4%
Nuveen AMT-Free Municipal Credit Income Fund
6.3%
Nuveen Municipal Credit Income Fund
5.7%
BlackRock Municipal 2030 Target Term Trust
5.5%
BlackRock MuniYield Quality Fund III Inc
5.0%
Nuveen Municipal Value Fund Inc
4.8%
PIMCO Municipal Income Fund II
3.8%

Asset allocation

Bonds
99.0%
Cash
1.1%
Other
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.3%Low

Year-on-year price swings

Max drawdown
-35.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.30Below average
Sortino (3Y)
0.43Moderate downside risk

Bond profile

Credit ratings

Other
100.0%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to replicate the price and yield performance of the S-Network Municipal Bond Closed-End Fund Index.
Strategy
Uses a passive investment approach to replicate the CEFMX Index by investing at least 80% of total assets in investments exempt from U.S. federal income tax. Concentrates in U.S.-listed closed-end funds that invest in municipal bonds.
Inception date
July 12, 2011
Fund family
VanEck

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Data updated on 2026-08-04