Compare · 2 funds side by side · dividends reinvested

MMMA and IBMP

MMMANY Life Investments×IBMPiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,416IBMP · best of the two

02 / 03

MMMA and IBMP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.6%+2.4%+3.6%+0.8%−0.6%1.0%$684M1.3

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.71%+3.5%[…][…][…][…][…]$60M1.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: MMMA 2025 · IBMP 2019

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay Muni Allocation ETF · $60M[…]

MMMA

IBMP

iShares iBonds Dec 2027 Term Muni Bond ETF · $684M$10,416

$10,000 five years ago, dividends reinvested

MMMAMeasureIBMP

+3.5%Year to dateJan 1 → Nov 6+1.6%

[…]1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $11,128+3.6%

[…]5 years · per year$10,000 became […] · $10,416+0.8%

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

3.71%Trailing 12-mo yield$371 · $255 a year on $10k2.55%

[…]Worst dropSmaller is better−0.6%

[…]VolatilityLower is calmer1.0%

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

2–1MMMA wins

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

More Ways to See the Pairs

MMMA vs IBMP: Top 5 Holdings

Today

MMMA

0.8%in top 5

IBMP

in top 5[…]

MMMAStockIBMP

0.8%CASHnot top 5

Held in common[…]

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

MMMA vs IBMP Returns, Every Period

NY Life InvestmentsMMMA

[…]

past year

IBMPiShares

+2.4%

past year

MMMAIBMPFaded: behind in that period

1–0MMMA wins

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

MMMA vs IBMP

YTD

NY Life InvestmentsMMMA

+3.5%

IBMPiShares

+1.6%

+3.5%Year to date+1.6%

[…]Worst drop · 1Y−0.6%

[…]Volatility · 1Y1.0%

3.7%Yield2.6%

$59.8MAssets$684M

2–0MMMA wins

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

Cost, Income and Risk

Fees: MMMA, IBMP

Today

0.10%lowest, IBMP

FundExpense ratioFee$10k

IBMP0.10%$10

MMMA0.40%$40

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

Yields: MMMA, IBMP

3.71%highest, MMMA

FundTrailing yieldYield$10k

MMMA3.71%$371

IBMP2.55%$255

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

Income After Fees on $10,000

$331most kept, MMMA

MMMA$371 − $40 = $331

IBMP$255 − $10 = $245

KeptFee

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

Overlap: MMMA, IBMP

Today

[…]holdings […]

MMMAIBMP

MMMA—[…]

IBMP[…]—

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

Return vs Bumpiness: 2 ETFs

+2.4%IBMP, at 1.0% volatility

IBMPWorst drop−0.6%1.0% vol

MMMAWorst drop[…][…]

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

Paid More vs Made More

YTD

MMMAIBMP

+3.5%Year to date+1.6%

3.7%Yield2.6%

[…]Past year+2.4%

0.40%Fee0.10%

2–1MMMA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026