Compare · 2 funds side by side · dividends reinvested

MMMA and JMUB

MMMANY Life Investments×JMUBJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,620JMUB · best of the two

02 / 03

MMMA and JMUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.8%+1.1%+4.9%+1.2%−5.9%3.5%$9.1B1.1

NYLI MacKay Muni Allocation ETFBonds & Cash · Municipal0.40%3.73%+2.7%[…][…][…][…][…]$60M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: MMMA 2025 · JMUB 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

MMMA

JMUB

JPMorgan Municipal ETF · $9.1B$10,620

$10,000 five years ago, dividends reinvested

MMMAMeasureJMUB

+2.7%Year to dateJan 1 → Nov 5+0.8%

[…]1 yearTotal return+1.1%

[…]3 years · per year$10,000 became […] · $11,552+4.9%

[…]5 years · per year$10,000 became […] · $10,620+1.2%

0.40%Expense ratio$40 · $18 a year on $10k · lower is better0.18%

3.73%Trailing 12-mo yield$373 · $379 a year on $10k3.79%

[…]Worst dropSmaller is better−5.9%

[…]VolatilityLower is calmer3.5%

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

1–2JMUB wins

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

More Ways to See the Pairs

MMMA vs JMUB: Top 5 Holdings

Today

MMMA

0.1%in top 5

JMUB

in top 5[…]

MMMAStockJMUB

0.1%CASHnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MMMA vs JMUB Returns, Every Period

NY Life InvestmentsMMMA

[…]

past year

JMUBJ.P. Morgan

+1.1%

past year

MMMAJMUBFaded: behind in that period

1–0MMMA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MMMA vs JMUB

YTD

NY Life InvestmentsMMMA

+2.7%

JMUBJ.P. Morgan

+0.8%

+2.7%Year to date+0.8%

[…]Worst drop · 1Y−5.9%

[…]Volatility · 1Y3.5%

3.7%Yield3.8%

$59.8MAssets$9.1B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MMMA, JMUB

Today

0.18%lowest, JMUB

FundExpense ratioFee$10k

JMUB0.18%$18

MMMA0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MMMA, JMUB

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

MMMA3.73%$373

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

MMMA$373 − $40 = $333

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MMMA, JMUB

Today

[…]holdings […]

MMMAJMUB

MMMA—[…]

JMUB[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.1%JMUB, at 3.5% volatility

JMUBWorst drop−5.9%3.5% vol

MMMAWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBMMMA

+0.8%Year to date+2.7%

3.8%Yield3.7%

+1.1%Past year[…]

0.18%Fee0.40%

2–1JMUB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026