Compare · 2 funds side by side · dividends reinvested

FMB and MMMA

FMBFirst Trust×MMMANY Life Investments×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,234FMB · best of the two

02 / 03

FMB and MMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Managed Municipal ETFBonds & Cash · Municipal0.39%3.76%−0.3%+0.1%+4.3%+0.5%−6.8%3.5%$1.9B1.1

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.75%+2.2%[…][…][…][…][…]$59M1.7

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: FMB 2014 · MMMA 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Managed Municipal ETF · $1.9B$10,234

FMB

MMMA

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

$10,000 five years ago, dividends reinvested

FMBMeasureMMMA

−0.3%Year to dateJan 1 → Nov 3+2.2%

+0.1%1 yearTotal return[…]

+4.3%3 years · per year$10,000 became $11,357 · […][…]

+0.5%5 years · per year$10,000 became $10,234 · […][…]

0.39%Expense ratio$39 · $40 a year on $10k · lower is better0.40%

3.76%Trailing 12-mo yield$376 · $375 a year on $10k3.75%

−6.8%Worst dropSmaller is better[…]

3.5%VolatilityLower is calmer[…]

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

2–1FMB wins

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

More Ways to See the Pairs

FMB vs MMMA: Top 5 Holdings

Today

FMB

[…]in top 5

MMMA

in top 5-0.3%

FMBStockMMMA

not top 5CASH-0.3%

Held in common[…]

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

FMB vs MMMA Returns, Every Period

First TrustFMB

+0.1%

past year

MMMANY Life Investments

[…]

past year

FMBMMMAFaded: behind in that period

0–1MMMA wins

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

FMB vs MMMA

YTD

First TrustFMB

−0.3%

MMMANY Life Investments

+2.2%

−0.3%Year to date+2.2%

−6.8%Worst drop · 1Y[…]

3.5%Volatility · 1Y[…]

3.8%Yield3.8%

$1.9BAssets$59.3M

1–0MMMA wins

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

Cost, Income and Risk

Fees: FMB, MMMA

Today

0.39%lowest, FMB

FundExpense ratioFee$10k

FMB0.39%$39

MMMA0.40%$40

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

Yields: FMB, MMMA

3.76%highest, FMB

FundTrailing yieldYield$10k

FMB3.76%$376

MMMA3.75%$375

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

Income After Fees on $10,000

$337most kept, FMB

FMB$376 − $39 = $337

MMMA$375 − $40 = $335

KeptFee

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

Overlap: FMB, MMMA

Today

[…]holdings […]

FMBMMMA

FMB—[…]

MMMA[…]—

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

Return vs Bumpiness: 2 ETFs

+0.1%FMB, at 3.5% volatility

FMBWorst drop−6.8%3.5% vol

MMMAWorst drop[…][…]

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

Paid More vs Made More

YTD

FMBMMMA

−0.3%Year to date+2.2%

3.8%Yield3.8%

+0.1%Past year[…]

0.39%Fee0.40%

1–1level

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