Compare CGSM and MMMA

CGSM and MMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Short Duration Municipal Income ETFBonds & Cash · Municipal0.25%2.89%+1.7%+2.3%+4.7%[…]−2.3%1.7%$1.7B1.3

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.75%+2.2%[…][…][…][…][…]$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 3, 2026 · returns include dividends · since: CGSM 2023 · MMMA 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Short Duration Municipal Income ETF · $1.7B[…]

CGSM

MMMA

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

$10,000 five years ago, dividends reinvested

CGSMMeasureMMMA

+1.7%Year to dateJan 1 → Nov 3+2.2%

+2.3%1 yearTotal return[…]

+4.7%3 years · per year$10,000 became $11,483 · […][…]

[…]5 years · per year[…]

0.25%Expense ratio$25 · $40 a year on $10k · lower is better0.40%

2.89%Trailing 12-mo yield$289 · $375 a year on $10k3.75%

−2.3%Worst dropSmaller is better[…]

1.7%VolatilityLower is calmer[…]

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

1–2MMMA wins

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

More Ways to See the Pairs

CGSM vs MMMA: Top 5 Holdings

Today

CGSM

[…]in top 5

MMMA

in top 5-0.3%

CGSMStockMMMA

not top 5CASH-0.3%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CGSM vs MMMA Returns, Every Period

1Y

Capital GroupCGSM

+2.3%

past year

MMMANY Life Investments

[…]

past year

CGSMMMMAFaded: behind in that period

0–1MMMA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CGSM vs MMMA

YTD

Capital GroupCGSM

+1.7%

MMMANY Life Investments

+2.2%

+1.7%Year to date+2.2%

−2.3%Worst drop · 1Y[…]

1.7%Volatility · 1Y[…]

2.9%Yield3.8%

$1.7BAssets$59.3M

2–0MMMA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGSM, MMMA

Today

0.25%lowest, CGSM

FundExpense ratioFee$10k

CGSM0.25%$25

MMMA0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGSM, MMMA

1Y

3.75%highest, MMMA

FundTrailing yieldYield$10k

MMMA3.75%$375

CGSM2.89%$289

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$335most kept, MMMA

MMMA$375 − $40 = $335

CGSM$289 − $25 = $264

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGSM, MMMA

Today

[…]holdings […]

CGSMMMMA

CGSM—[…]

MMMA[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+2.3%CGSM, at 1.7% volatility

CGSMWorst drop−2.3%1.7% vol

MMMAWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MMMACGSM

+2.2%Year to date+1.7%

3.8%Yield2.9%

[…]Past year+2.3%

0.40%Fee0.25%

2–1MMMA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026