Compare IBMW and MMMA

IBMW and MMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.75%+2.2%[…][…][…][…][…]$59M1.3

iShares Trust - iShares iBonds Dec 2034 Term Muni Bond ETFBonds & Cash · Municipal0.10%1.53%[…][…][…][…][…][…]$19M1.5

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: IBMW 2026 · MMMA 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Trust - iShares iBonds Dec 2034 Term Muni Bond ETF · $19M[…]

IBMW

MMMA

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

$10,000 five years ago, dividends reinvested

IBMWMeasureMMMA

[…]Year to dateJan 1 → Nov 3+2.2%

[…]1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.10%Expense ratio$10 · $40 a year on $10k · lower is better0.40%

1.53%Trailing 12-mo yield$153 · $375 a year on $10k3.75%

[…]Worst dropSmaller is better[…]

[…]VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IBMW vs MMMA: Top 5 Holdings

Today

IBMW

[…]in top 5

MMMA

in top 5-0.3%

IBMWStockMMMA

not top 5CASH-0.3%

Held in common[…]

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

IBMW vs MMMA Returns, Every Period

1Y

iSharesIBMW

[…]

past year

MMMANY Life Investments

[…]

past year

Returns […]

IBMWMMMAFaded: behind in that period

0–0Level

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

IBMW vs MMMA

YTD

iSharesIBMW

[…]

MMMANY Life Investments

+2.2%

[…]Year to date+2.2%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

1.5%Yield3.8%

$18.5MAssets$59.3M

1–0MMMA wins

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

Cost, Income and Risk

Fees: IBMW, MMMA

Today

0.10%lowest, IBMW

FundExpense ratioFee$10k

IBMW0.10%$10

MMMA0.40%$40

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

Yields: IBMW, MMMA

1Y

3.75%highest, MMMA

FundTrailing yieldYield$10k

MMMA3.75%$375

IBMW1.53%$153

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

Income After Fees on $10,000

1Y

$335most kept, MMMA

MMMA$375 − $40 = $335

IBMW$153 − $10 = $143

KeptFee

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

Overlap: IBMW, MMMA

Today

[…]holdings […]

IBMWMMMA

IBMW—[…]

MMMA[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

[…]

Volatility […] not in today’s data

IBMWWorst drop[…][…]

MMMAWorst drop[…][…]

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

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