MMMA vs SHM

AMMMA

BSHM

Measures won2–1MMMA wins · of 6 · YTD

$10,000 · YTD$10,186MMMA · SHM $10,098

Lowest cost0.20%SHM · $20 on $10k

Most income3.77%MMMA · $377 on $10k

Smallest drop−2.7%SHM · worst fall in 1Y

Held in common[…]MMMA and SHM

YTD

MMMA

SHM

NYLI MacKay Muni Allocation ETF · $59MState Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B

+1.9%Year to dateJan 1 → Nov 13+1.0%

[…]1 yearTotal return+1.5%

0.40%Expense ratio$40 · $20 on $10k · lower wins0.20%

3.77%12-mo yield$377 · $271 on $10k2.71%

[…]

End-of-day Nov 13, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

YTD2 funds

#			Trend
1	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.77%	−0.5%	+1.9%	new	new	new	[…]	$59M
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.71%	−0.1%	+1.0%	+1.5%	+2.9%	+1.0%	−2.7%	$3.5B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

YTD2 funds

#			Trend
1	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.77%	−0.5%	+1.9%	new	new	new	[…]	$59M
2	BSHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETFRead Desk		0.20%	2.71%	−0.1%	+1.0%	+1.5%	+2.9%	+1.0%	−2.7%	$3.5B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMMA vs SHM

MMMA

NYLI MacKay Muni Allocation

[…]

SHM

SPDR Nuveen ICE Short Term Municipal Bond

$10,152

MeasureMMMASHM

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield3.77%2.71%

5 years, per year[…]+1.0%

3 years, per year[…]+2.9%

Worst drop · 1Y[…]−2.7%

Volatility · 1Y[…]1.8%

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MMMA vs SHM

Both

Both

$10,000 in MMMA, SHM

Overlap: MMMA, SHM

MMMA vs SHM

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: MMMA, SHM

Income After Fees on $10,000