SHM vs MMMAYTDSHMSHMAvsBMMMAMMMAState Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5BNYLI MacKay Muni Allocation ETF · $59MReturns · dividends in+1.0%Year to dateJan 1 → Nov 13+1.9%+1.5%1 yearTotal return[…]Cost and income0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%2.71%12-mo yield$271 · $377 on $10k3.77%
Overlap: MMMA, SHM, BNDToday[…]holdings […]MMMASHMBNDMMMA—[…][…]SHM[…]—[…]BND[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SHM vs MMMA1YASHMSPDR Nuveen ICE Short Term Municipal Bond$10,152vsMMMABNYLI MacKay Muni Allocation[…]MeasureSHMMMMAFee0.20%0.40%Cost on $10k a year$20$40Yield2.71%3.77%5 years, per year+1.0%[…]3 years, per year+2.9%[…]Worst drop · 1Y−2.7%[…]Volatility · 1Y1.8%[…]
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1BMMMANYLI MacKay Muni Allocation ETFReadDesk0.40%3.77%−0.5%+1.9%newnewnew[…]$59M2ASHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETFReadDesk0.20%2.71%−0.1%+1.0%+1.5%+2.9%+1.0%−2.7%$3.5B3BNDVanguard Total Bond Market ETFReadDesk0.03%4.18%−0.1%−1.5%−1.4%+4.1%−0.5%−4.5%$167.4BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1BMMMANYLI MacKay Muni Allocation ETFReadDesk0.40%3.77%−0.5%+1.9%newnewnew[…]$59M2ASHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETFReadDesk0.20%2.71%−0.1%+1.0%+1.5%+2.9%+1.0%−2.7%$3.5B3BNDVanguard Total Bond Market ETFReadDesk0.03%4.18%−0.1%−1.5%−1.4%+4.1%−0.5%−4.5%$167.4BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
BND vs AGGYTDVanguardBNDVA−1.5%vsBiSAGGiShares−1.5%Jan 1Nov 13−1.5%−1.5%−1.5%Year to date−1.5%4.2%Yield4.2%$167BAssets$137B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: MMMA, SHM, BNDToday[…]holdings […]MMMASHMBNDMMMA—[…][…]SHM[…]—[…]BND[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$415most kept, BNDBND$418 − $3 = $415MMMA$377 − $40 = $337SHM$271 − $20 = $251KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee