MMMA vs FSMB

AMMMA

BFSMB

Measures won1–1level · of 6 · 3Y

$10,000 · 3Y$11,344BND · FSMB $11,105

Lowest cost0.03%BND · $3 on $10k

Most income4.18%BND · $418 on $10k

Smallest drop−2.4%FSMB · worst fall in 1Y

Held in common[…]MMMA and FSMB

NYLI MacKay Muni Allocation ETF · $60MFirst Trust Short Duration Managed Municipal ETF · $672M

[…]3 years · per year[…] · $11,105+3.6%

[…]5 years · per year[…] · $10,796+1.5%

0.40%Expense ratio$40 · $34 on $10k · lower wins0.34%

3.75%12-mo yield$375 · $321 on $10k3.21%

Cards for this view

MMMA

NYLI MacKay Muni Allocation

[…]

FSMB

First Trust Short Duration Managed Municipal

$11,105

MeasureMMMAFSMB

Fee0.40%0.34%

Cost on $10k a year$40$34

Yield3.75%3.21%

5 years, per year[…]+1.5%

3 years, per year[…]+3.6%

Worst drop · 1Y[…]−2.4%

Volatility · 1Y[…]1.8%

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.21%	−0.1%	+1.4%	+1.8%	+3.6%	+1.5%	−2.4%	$672M
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	BFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.21%	−0.1%	+1.4%	+1.8%	+3.6%	+1.5%	−2.4%	$672M
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

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