IIM ETF

IIM ETF
$12.63
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Fund Essentials - as of Feb 28, 2026

Net Assets
$3,691.17
Expense Ratio
1.70%
Dividend Yield (Current)
7.66%
Holdings
499
Inception Date
Feb 26, 1993
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.93%
1 Year+8.35%
3 Year+2.94%
5 Year-1.21%
10 Year+1.49%

Asset Allocation

Bonds: 99.61%
Other: 0.39%
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Top Holdings

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TickerNameWeight
NJ NJSTRN 0 12/15/20New Jersey (state Of) Transportation Trust Fund Authority, Series 2006 C, Rb2.36%
CA WSHSCD 0 08/01/20William S Hart Union High School District 0 08/01/20331.56%
MA UMAFAC 5 11/01/20University Of Massachusetts Building Authority, Project Revenue Bonds, Senior Series 2022-11.31%
-Poway Unified School District (election of 2008 - School Facilities Improvement District No. 2007-1), Series 2009 A, Go Bonds1.25%
CA POWSCD 0 08/01/20Poway Unified School District (election of 2008 - School Facilities Improvement District No. 2007-1), Series 2009 A, Go Bonds1.24%
Top 10 Concentration: 13.18%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
7.66%
Frequency
Monthly
Latest Distribution
$0.08
Jul 14, 2026
12M Distributions
11 payments
Total: $0.85

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

IIM ETF Overview

IIM ETF (Invesco Value Municipal Income Trust) is managed by Invesco (US) with $3,691.17 in net assets. IIM expense ratio is 1.70%, holding 499 positions across sectors including Financials, Utilities, Health Care. Inception date: 1993-02-26.

IIM performance shows a YTD return of 0.93%. The 1-year return is 8.35% and the 5-year return is -1.21%. IIM dividend yield stands at 7.66%, paid monthly.

IIM top holdings include New Jersey (state Of) Transportation Trust Fund Authority, Series 2006 C, Rb (2.4%), William S Hart Union High School District 0 08/01/2033 (1.6%), University Of Massachusetts Building Authority, Project Revenue Bonds, Senior Series 2022-1 (1.3%), Poway Unified School District (election of 2008 - School Facilities Improvement District No. 2007-1), Series 2009 A, Go Bonds (1.3%), Poway Unified School District (election of 2008 - School Facilities Improvement District No. 2007-1), Series 2009 A, Go Bonds (1.2%). Go to all IIM holdings, IIM sectors, or IIM dividends.

IIM can be compared against other funds. Use IIM overlap to find shared positions, or IIM vs another fund for a side-by-side view. IIM alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.68%
YTD
+0.93%
1 Year
+8.35%
3 Year
+2.94%

Top 10 Holdings (net long exposure of 145%)

#TickerNameSectorWeight
1NJ NJSTRN 0 12/15/20New Jersey (state Of) Transportation Trust Fund Authority, Series 2006 C, RbFinancials2.36%
2CA WSHSCD 0 08/01/20William S Hart Union High School District 0 08/01/2033Financials1.56%
3MA UMAFAC 5 11/01/20University Of Massachusetts Building Authority, Project Revenue Bonds, Senior Series 2022-1Financials1.31%
4-Poway Unified School District (election of 2008 - School Facilities Improvement District No. 2007-1), Series 2009 A, Go BondsOther1.25%
5CA POWSCD 0 08/01/20Poway Unified School District (election of 2008 - School Facilities Improvement District No. 2007-1), Series 2009 A, Go BondsFinancials1.24%
6CA CASFAC 5.5 11/01/California Enterprise Development Authority 5.5 11/01/2059Financials1.17%
7OH BUCGEN 5 06/01/20Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55Financials1.15%
8-Texas (state Of) Turnpike Authority (central Texas Turnpike System), Series 2002 A, RbOther1.10%
9NY NYCDEV 5 11/15/20New York St Liberty Dev Corp Liberty Revenue 4.329 11/15/2044Real Estate1.02%
10DC DISUTL 5 10/01/20District Of Columbia Water & Sewer Authority (Green Bonds), Series 2019 A, Rb 5 2044-10-01Utilities1.02%