VTN ETF

VTN ETF
$10.75
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Fund Essentials - as of Feb 28, 2026

Net Assets
$3,218.67
Expense Ratio
2.69%
Dividend Yield (Current)
7.78%
Holdings
183
Inception Date
Mar 27, 1992
Fund Family
Invesco (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.86%
1 Year+9.82%
3 Year+2.16%
5 Year-1.45%
10 Year+0.95%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
NY NYSFAC 4 03/15/20New York State Urban Development Corp. (Bidding Group 3), Series 2021, Ref. Rb6.88%
NY TRBTRN 4.25 05/15Triborough Bridge And Tunnel Authority, New York, Sales Tax Revenue Bonds, Mta Bridges & Tunnels, Tbta Capital Lockbox-City Sales Tax Series 2023A 4.25 05/15/20585.83%
NY NYTTRN 5 07/01/20New York Transportation Development Corp. (Laguardia Airport Terminal B Redevelopment), Series 2016 A, Rb5.52%
-Port Authority Of New York & New Jersey 2047-08-015.24%
NY TRITRN 5.25 05/15Triborough Bridge & Tunnel Authority Sales Tax Revenue 5.25% 05/15/20625.16%
Top 10 Concentration: 43.55%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
7.78%
Frequency
Monthly
Latest Distribution
$0.07
Jul 14, 2026
12M Distributions
11 payments
Total: $0.75

Peer Comparison

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

VTN ETF Overview

VTN ETF (Invesco Trust for Investment Grade New York Municipals) is managed by Invesco (US) with $3,218.67 in net assets. VTN expense ratio is 2.69%, holding 183 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1992-03-27.

VTN performance shows a YTD return of 0.86%. The 1-year return is 9.82% and the 5-year return is -1.45%. VTN dividend yield stands at 7.78%, paid monthly.

VTN top holdings include New York State Urban Development Corp. (Bidding Group 3), Series 2021, Ref. Rb (6.9%), Triborough Bridge And Tunnel Authority, New York, Sales Tax Revenue Bonds, Mta Bridges & Tunnels, Tbta Capital Lockbox-City Sales Tax Series 2023A 4.25 05/15/2058 (5.8%), New York Transportation Development Corp. (Laguardia Airport Terminal B Redevelopment), Series 2016 A, Rb (5.5%), Port Authority Of New York & New Jersey 2047-08-01 (5.2%), Triborough Bridge & Tunnel Authority Sales Tax Revenue 5.25% 05/15/2062 (5.2%). Go to all VTN holdings, VTN sectors, or VTN dividends.

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

1 Month
-3.49%
YTD
+0.86%
1 Year
+9.82%
3 Year
+2.16%

Top 10 Holdings (net long exposure of 128%)

#TickerNameSectorWeight
1NY NYSFAC 4 03/15/20New York State Urban Development Corp. (Bidding Group 3), Series 2021, Ref. RbFinancials6.88%
2NY TRBTRN 4.25 05/15Triborough Bridge And Tunnel Authority, New York, Sales Tax Revenue Bonds, Mta Bridges & Tunnels, Tbta Capital Lockbox-City Sales Tax Series 2023A 4.25 05/15/2058Industrials5.83%
3NY NYTTRN 5 07/01/20New York Transportation Development Corp. (Laguardia Airport Terminal B Redevelopment), Series 2016 A, RbFinancials5.52%
4-Port Authority Of New York & New Jersey 2047-08-01Other5.24%
5NY TRITRN 5.25 05/15Triborough Bridge & Tunnel Authority Sales Tax Revenue 5.25% 05/15/2062Financials5.16%
6-Rockland Tobacco Asset Securitization Corp., Series 2005 C, RbOther4.42%
7NY NYCGEN 4 11/01/20New York City Transitional Finance Auth Future Tax Sec Rev 4 11-01-2042Financials3.07%
8NY NYC 4 03/01/2050City Of New York Ny 4.00 01/03/2050Real Estate2.91%
9-Brooklyn Arena Local Development Corp. (Barclays Center), Series 2009, RbOther2.29%
10NY NYSHGR 5.25 05/01New York St Dorm Auth Revenues Non St Supported Debt 05/01/2054Real Estate2.23%