Compare IROC and MMMA

IROC and MMMA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Rochester High Yield Municipal ETFBonds & Cash · Municipal0.40%5.21%+1.5%+2.2%+6.0%[…]−6.2%4.0%$203M1.1

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: IROC 2022 · MMMA 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Rochester High Yield Municipal ETF · $203M[…]

IROC

MMMA

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

$10,000 five years ago, dividends reinvested

IROCMeasureMMMA

+1.5%Year to dateJan 1 → Nov 4+2.6%

+2.2%1 yearTotal return[…]

+6.0%3 years · per year$10,000 became $11,904 · […][…]

[…]5 years · per year[…]

0.40%Expense ratio$40 · $40 a year on $10k · lower is better0.40%

5.21%Trailing 12-mo yield$521 · $374 a year on $10k3.74%

−6.2%Worst dropSmaller is better[…]

4.0%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

IROC vs MMMA: Top 5 Holdings

Today

IROC

[…]in top 5

MMMA

in top 50.2%

IROCStockMMMA

not top 5CASH0.2%

Held in common[…]

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

IROC vs MMMA Returns, Every Period

1Y

InvescoIROC

+2.2%

past year

MMMANY Life Investments

[…]

past year

IROCMMMAFaded: behind in that period

0–1MMMA wins

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

IROC vs MMMA

YTD

InvescoIROC

+1.5%

MMMANY Life Investments

+2.6%

+1.5%Year to date+2.6%

−6.2%Worst drop · 1Y[…]

4.0%Volatility · 1Y[…]

5.2%Yield3.7%

$203MAssets$59.3M

1–1level

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

Cost, Income and Risk

Fees: IROC, MMMA

Today

0.40%lowest, IROC

FundExpense ratioFee$10k

IROC0.40%$40

MMMA0.40%$40

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

Yields: IROC, MMMA

1Y

5.21%highest, IROC

FundTrailing yieldYield$10k

IROC5.21%$521

MMMA3.74%$374

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

Income After Fees on $10,000

1Y

$481most kept, IROC

IROC$521 − $40 = $481

MMMA$374 − $40 = $334

KeptFee

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

Overlap: IROC, MMMA

Today

[…]holdings […]

IROCMMMA

IROC—[…]

MMMA[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+2.2%IROC, at 4.0% volatility

IROCWorst drop−6.2%4.0% vol

MMMAWorst drop[…][…]

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

Paid More vs Made More

YTD

IROCMMMA

+1.5%Year to date+2.6%

5.2%Yield3.7%

+2.2%Past year[…]

0.40%Fee0.40%

1–1level

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