Compare · 2 funds side by side · dividends reinvested

MMIT and AGG

MMITNY Life Investments×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,604MMIT · best of the two

02 / 04

MMIT and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI MacKay Muni Intermediate ETFBonds & Cash · Municipal0.40%3.68%+1.1%+1.7%+4.6%+1.2%−5.9%3.2%$1.7B1.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: MMIT 2017 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay Muni Intermediate ETF · $1.7B$10,604

MMIT

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

MMITMeasureAGG

+1.1%Year to dateJan 1 → Nov 6−0.0%

+1.7%1 yearTotal return+0.7%

+4.6%3 years · per year$10,000 became $11,437 · $11,649+5.2%

+1.2%5 years · per year$10,000 became $10,604 · $9,970−0.1%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

3.68%Trailing 12-mo yield$368 · $412 a year on $10k4.12%

−5.9%Worst dropSmaller is better−4.6%

3.2%VolatilityLower is calmer4.1%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MMIT vs AGG: Top 5 Holdings

Today

MMIT

0.4%in top 5

AGG

in top 5[…]

MMITStockAGG

0.4%CASHnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MMIT vs AGG Returns, Every Period

NY Life InvestmentsMMIT

+1.2%

5 years, per year

AGGiShares

−0.1%

5 years, per year

MMITAGGFaded: behind in that period

3–1MMIT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MMIT vs AGG

YTD

NY Life InvestmentsMMIT

+1.1%

AGGiShares

−0.0%

+1.1%Year to date−0.0%

−5.9%Worst drop · 1Y−4.6%

3.2%Volatility · 1Y4.1%

3.7%Yield4.1%

$1.7BAssets$139B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MMIT, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MMIT0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MMIT, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

MMIT3.68%$368

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

MMIT$368 − $40 = $328

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MMIT, AGG

Today

[…]holdings […]

MMITAGG

MMIT—[…]

AGG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.7%MMIT, at 3.2% volatility

MMITWorst drop−5.9%3.2% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AGGMMIT

−0.0%Year to date+1.1%

4.1%Yield3.7%

+0.7%Past year+1.7%

0.03%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026