Compare BSMZ and MMMA

BSMZ and MMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco BulletShares 2035 Municipal Bond ETFBonds & Cash · Municipal0.18%3.44%−0.3%+0.2%[…][…]−8.5%4.8%$73M1.3

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.74%+2.6%[…][…][…][…][…]$59M1.3

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BSMZ 2025 · MMMA 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco BulletShares 2035 Municipal Bond ETF · $73M[…]

BSMZ

MMMA

NYLI MacKay Muni Allocation ETF · $59M[…]

$10,000 five years ago, dividends reinvested

BSMZMeasureMMMA

−0.3%Year to dateJan 1 → Nov 4+2.6%

+0.2%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.18%Expense ratio$18 · $40 a year on $10k · lower is better0.40%

3.44%Trailing 12-mo yield$344 · $374 a year on $10k3.74%

−8.5%Worst dropSmaller is better[…]

4.8%VolatilityLower is calmer[…]

BSMZMMMA Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2MMMA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMZ vs MMMA: Top 5 Holdings

Today

BSMZ

[…]in top 5

MMMA

in top 50.2%

BSMZStockMMMA

not top 5CASH0.2%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BSMZ vs MMMA Returns, Every Period

1Y

InvescoBSMZ

+0.2%

past year

MMMANY Life Investments

[…]

past year

BSMZMMMAFaded: behind in that period

0–1MMMA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BSMZ vs MMMA

YTD

InvescoBSMZ

−0.3%

MMMANY Life Investments

+2.6%

−0.3%Year to date+2.6%

−8.5%Worst drop · 1Y[…]

4.8%Volatility · 1Y[…]

3.4%Yield3.7%

$73.3MAssets$59.3M

2–0MMMA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMZ, MMMA

Today

0.18%lowest, BSMZ

FundExpense ratioFee$10k

BSMZ0.18%$18

MMMA0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSMZ, MMMA

1Y

3.74%highest, MMMA

FundTrailing yieldYield$10k

MMMA3.74%$374

BSMZ3.44%$344

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$334most kept, MMMA

MMMA$374 − $40 = $334

BSMZ$344 − $18 = $326

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BSMZ, MMMA

Today

[…]holdings […]

BSMZMMMA

BSMZ—[…]

MMMA[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+0.2%BSMZ, at 4.8% volatility

BSMZWorst drop−8.5%4.8% vol

MMMAWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MMMABSMZ

+2.6%Year to date−0.3%

3.7%Yield3.4%

[…]Past year+0.2%

0.40%Fee0.18%

2–1MMMA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026