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Dividend Vision

Tax Efficient

Funds, stocks, and articles on Dividend Vision tagged "Tax Efficient".

68 tickers carry the Tax Efficient tag on Dividend Vision (54 ETFs, 11 Closed-End Funds, 3 Money Market Funds). The highest distribution rates are XBCI (42.46%), NEHI (30.74%), BTCI (25.90%). 1 article covers the theme, most recently "Return of Capital in Covered-Call ETFs: Tax Break or NAV Trap?".

Explore income investments by theme

Dividend Vision tags organize funds, stocks, and research around the characteristics that investors commonly want to explore. Asset tags describe features found in our ticker research, including asset class, market exposure, income strategy, sector, and portfolio structure. Article topics describe the subjects covered by our editorial content. Selecting a tag brings those resources together so you can move from an idea to the relevant assets and educational material.

Tags are a starting point for research, not a rating or recommendation. A fund can carry several tags because it may combine multiple exposures or strategies. For example, an ETF might use options, focus on technology companies, and seek dividend income at the same time. Similar-looking funds can also have different tags when their mandates, holdings, or distribution approaches differ. Review each asset page, fund documents, risks, expenses, and distribution history before drawing conclusions.

Use the directory below to browse broadly, or select a tag to see matching tickers and articles. The asset screener offers more precise filtering when you want to combine themes with yield, distribution frequency, fund type, or other criteria. Tags reflect the information available in Dividend Vision's research and may change as products and coverage evolve. Inclusion only describes how an item is categorized; it does not indicate suitability for any investor.

68 tickers

Grouped by asset type. Ticker links open the full per-asset page.

ETFs (54)

TickerIssuerNameDist. RateInception
XBCINEOSNEOS Boosted Bitcoin High Income ETF42.46%Feb 3, 2026
NEHINEOSNEOS Ethereum High Income ETF30.74%Dec 3, 2025
BTCINEOSNEOS Bitcoin High Income ETF25.90%Oct 16, 2024
XQQINEOSNEOS Boosted Nasdaq-100 High Income ETF22.71%Feb 3, 2026
ISBGQuantify FundsIncomeSTKd 1X Bitcoin & 1X Gold Premium ETF18.29%Jan 20, 2026
ISSBQuantify FundsIncomeSTKd 1X US Stocks & 1X Bitcoin Premium ETF17.99%Jan 20, 2026
XSPINEOSNEOS Boosted S&P 500 High Income ETF17.39%Feb 3, 2026
QQQINEOSNEOS Nasdaq-100 High Income ETF14.47%Jan 29, 2024
IWMINEOSNEOS Russell 2000 High Income ETF14.23%Jun 24, 2024
IAUINEOSNEOS Gold High Income ETF12.51%Jun 5, 2025
SPYINEOSNEOS S&P 500 High Income ETF11.60%Aug 29, 2022
IYRINEOSNEOS Real Estate High Income ETF10.74%Jan 14, 2025
NIHINEOSNEOS MSCI EAFE High Income ETF10.30%Sep 17, 2025
QQQHNEOSNEOS Nasdaq-100 Hedged Equity Income ETF9.33%Dec 19, 2019
HEMIHartford FundsHartford Equity Premium Income ETF8.71%Dec 16, 2025
TMLPTortoise CapitalTortoise MLP ETF8.17%Dec 23, 2025
HYBINEOSNEOS Enhanced Income Credit Select ETF8.10%Sep 30, 2024
SPYHNEOSNEOS S&P 500 Hedged Equity Income ETF7.92%Apr 2, 2025
BNDINEOSNEOS Enhanced Income Aggregate Bond ETF5.71%Aug 30, 2022
NLSINEOSNeos Long/Short Equity Income ETF5.16%Dec 10, 2025
CSHINEOSNEOS Enhanced Income 1-3 Month T-Bill ETF4.99%Aug 30, 2022
FLMIFranklin TempletonFranklin Dynamic Municipal Bond ETF4.56%Aug 31, 2017
HYMBState StreetState Street SPDR Nuveen ICE High Yield Municipal Bond ETF4.53%Apr 13, 2011
SCMBSchwabSchwab Municipal Bond ETF4.52%Oct 11, 2022
CGHMCapital GroupCapital Group Municipal High-Income ETF4.29%Jun 25, 2024
PZAInvescoInvesco National AMT-Free Municipal Bond ETF4.28%Oct 11, 2007
BMOPBNY MellonBNY Mellon Municipal Opportunities ETF4.21%Oct 15, 2008
JMUBJPMorganJPMorgan Municipal ETF3.98%Oct 29, 2018
FMBFirst TrustFirst Trust Managed Municipal ETF3.89%May 13, 2014
JTNYJPMorganJPMorgan New York Tax Free Bond ETF3.88%Jun 15, 2026
TFIState StreetState Street SPDR Nuveen ICE Municipal Bond ETF3.75%Sep 11, 2007
CGMUCapital GroupCapital Group Municipal Income ETF3.48%Oct 25, 2022
JCALJPMorganJPMorgan California Tax Free Bond ETF3.40%Jun 15, 2026
MUNIPIMCOPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund3.30%Nov 30, 2009
BKMIBNY MellonBNY Mellon Municipal Intermediate ETF3.29%Oct 2, 2000
DFNMDimensionalDimensional National Municipal Bond ETF3.25%Nov 15, 2021
SHMState StreetState Street SPDR Nuveen ICE Short Term Municipal Bond ETF2.78%Oct 10, 2007
JMSTJPMorganJPMorgan Ultra-Short Municipal Income ETF2.57%Oct 16, 2018
SDCIUSCF InvestmentsUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund2.53%May 3, 2018
CALIiSharesiShares Short-Term California Muni Active ETF2.49%Jul 11, 2023
LCTOKurvKurv U.S. Large Cap TaxOptimized ETF2.24%Jul 6, 2026
AAEQAlpha ArchitectAlpha Architect US Equity 2 ETF—Dec 9, 2025
BSMAInvescoInvesco BulletShares 2036 Municipal Bond ETF—Sep 16, 2026
CAGECalamos InvestmentsCalamos Autocallable Growth ETF—Apr 15, 2026
DINESimplify ETFsSimplify Tax Aware Diversified Income Strategy ETF—May 4, 2026
MMHINew York Life InvestmentsNYLIM MacKay Muni High Income ETF—Oct 1, 2026
MYMLState StreetState Street My2032 Municipal Bond ETF—Sep 22, 2026
OTAXOptimal Tax Asset ManagementOptimal Tax Managed Equity ETF—Aug 26, 2026
TXCANorthern TrustNorthern Trust California Intermediate Tax-Exempt Bond ETF—Sep 22, 2026
TXNYNorthern TrustNorthern Trust New York Intermediate Tax-Exempt Bond ETF——
VMHYVictorySharesVictoryShares Municipal High Yield ETF—Sep 22, 2026
VMSDVictorySharesVictoryShares Short-Duration Municipal ETF——
XBOXRoundhill InvestmentsRoundhill Ultra Short Duration No Dividend Target ETF—Mar 18, 2026
XDIVRoundhill InvestmentsRoundhill S&P 500 No Dividend Target ETF—Jul 10, 2025

Closed-End Funds (11)

TickerIssuerNameDist. Rate
VCVInvescoInvesco California Value Municipal Income Trust8.82%
NVGNuveenNuveen AMT-Free Municipal Credit Income Fund8.78%
ETYEaton VanceEaton Vance Tax-Managed Diversified Equity Income Fund8.68%
ETWEaton VanceEaton Vance Tax-Managed Global Buy-Write Opportunities Fund8.50%
EXGEaton VanceEaton Vance Tax-Managed Global Diversified Equity Income Fund8.50%
NACNuveenNuveen California Quality Municipal Income Fund8.48%
NADNuveenNuveen Quality Municipal Income Fund8.25%
ETVEaton VanceEaton Vance Tax-Managed Buy-Write Opportunities Fund8.19%
NEANuveenNuveen AMT-Free Quality Municipal Income Fund8.17%
NAZNuveenNuveen Arizona Quality Municipal Income Fund7.13%
NCANuveenNuveen California Municipal Value Fund4.35%

Money Market Funds (3)

TickerIssuerNameDist. Rate
FZEXXFidelity InvestmentsFidelity Tax-Exempt Money Market Fund2.47%
SWWXXSchwabSchwab AMT Tax-Free Money Fund - Investor Shares2.42%
FSPXXFidelity InvestmentsFidelity California Municipal Money Market Fund2.35%

1 article

Blog posts covering this theme or the tickers tagged with it.

All tags

Asset tags come from our ticker research; article topics come from the blog.

About Dividend Vision tags

How are asset tags assigned?

Asset tags are based on our review of a product's strategy, structure, holdings, and stated exposure. They are maintained as the underlying product information and our coverage change.

Can an asset have more than one tag?

Yes. An asset may combine an income approach, asset class, sector, or market theme, so using several descriptive tags can provide a more complete picture of its mandate.

Why might similar funds have different tags?

Funds that appear similar can follow different indexes, use different instruments, or apply different options and distribution policies. Tags reflect those distinctions when they are material to understanding the product.

How should I use tags in my research?

Use tags to discover related assets and educational articles, then verify the details on the asset page and in official fund documents. A tag is descriptive and is not investment advice.