VCV ETF

VCV ETF
$10.51
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Fund Essentials - as of May 31, 2026

Net Assets
$3,027.72
Expense Ratio
3.57%
Dividend Yield (Current)
7.77%
Holdings
345
Inception Date
Apr 30, 1993
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.46%
1 Year+10.15%
3 Year+2.71%
5 Year-1.21%
10 Year+1.33%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
CA CASMED 4 08/15/20California Health Facilities F Casmed 08/48 Fixed 4 4 2048-08-157.01%
CA LOSFAC 4 12/01/20Los Angeles (County Of), Ca Public Works Financing Authority (Green Bonds)3.11%
CA LOSFAC 4 12/01/20Los Angeles (County Of), Ca Public Works Financing Authority (Green Bonds)3.11%
CA SMTGEN 4 07/15/20San Mateo County Ca Joint Powers Financing Authority Lease Revenue (capital Project Program)2.54%
CA CAS 5 09/01/2053State Of California 5 09/01/20532.08%
Top 10 Concentration: 27.80%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
7.77%
Frequency
Monthly
Latest Distribution
$0.06
Jul 14, 2026
12M Distributions
11 payments
Total: $0.71

Peer Comparison

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

VCV ETF Overview

VCV ETF (Invesco California Value Municipal Income Trust) is managed by Invesco (US) with $3,027.72 in net assets. VCV expense ratio is 3.57%, holding 345 positions across sectors including Financials, Health Care, Industrials. Inception date: 1993-04-30.

VCV performance shows a YTD return of 0.46%. The 1-year return is 10.15% and the 5-year return is -1.21%. VCV dividend yield stands at 7.77%, paid monthly.

VCV top holdings include California Health Facilities F Casmed 08/48 Fixed 4 4 2048-08-15 (7.0%), Los Angeles (County Of), Ca Public Works Financing Authority (Green Bonds) (3.1%), Los Angeles (County Of), Ca Public Works Financing Authority (Green Bonds) (3.1%), San Mateo County Ca Joint Powers Financing Authority Lease Revenue (capital Project Program) (2.5%), State Of California 5 09/01/2053 (2.1%). Go to all VCV holdings, VCV sectors, or VCV dividends.

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

1 Month
-3.44%
YTD
+0.46%
1 Year
+10.15%
3 Year
+2.71%

Top 10 Holdings (net long exposure of 150%)

#TickerNameSectorWeight
1CA CASMED 4 08/15/20California Health Facilities F Casmed 08/48 Fixed 4 4 2048-08-15Health Care7.01%
2CA LOSFAC 4 12/01/20Lease Rb Series 2018A 4 12/01/2048Financials3.11%
3CA LOSFAC 4 12/01/20Los Angeles (County Of), Ca Public Works Financing Authority (Green Bonds)Financials3.11%
4CA SMTGEN 4 07/15/20San Mateo County Ca Joint Powers Financing Authority Lease Revenue (capital Project Program)Financials2.54%
5CA CAS 5 09/01/2053State Of California 5 09/01/2053Financials2.08%
6CA SFOAPT 5.25 05/01San Francisco Calif Ci 5.25 01May55Financials2.05%
7-Los Angeles (city Of) Department of Airports (los Angeles International Airport), Series 2018 A, RbOther2.00%
8CA CASHGR 5 11/01/20California State University 5.0% 11/01/2047Financials2.00%
9CA SFOTRN 4.25 08/01San Francisco Bay Area Rapid Transit District (Green Bonds)Industrials1.96%
10CA NORHGR 4 08/01/20N Orange Cnty Ca Cmnty Clg Dist 4% 08/01/2047Financials1.94%