BAB vs MMMA

ABAB

BMMMA

Measures won2–0BAB wins · of 6 · 5Y

$10,000 · 5Y$9,482BAB

Lowest cost0.28%BAB · $28 on $10k

Most income4.41%BAB · $441 on $10k

Smallest drop−6.5%BAB · worst fall in 1Y

Held in common0.0%BAB and MMMA

BAB

MMMA

Invesco Taxable Municipal Bond ETF · $876MNYLI MacKay Muni Allocation ETF · $59M

+6.2%3 years · per year$11,966 · […][…]

−1.1%5 years · per year$9,482 · […][…]

0.28%Expense ratio$28 · $40 on $10k · lower wins0.40%

4.41%12-mo yield$441 · $374 on $10k3.74%

−6.5%Worst dropSmaller wins[…]

5.6%VolatilityLower wins[…]

2–0BAB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBAB · MMMA

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABAB	Invesco Taxable Municipal Bond ETFRead Desk		0.28%	4.41%	+0.5%	−0.9%	−0.6%	+6.2%	−1.1%	−6.5%	$876M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABAB	Invesco Taxable Municipal Bond ETFRead Desk		0.28%	4.41%	+0.5%	−0.9%	−0.6%	+6.2%	−1.1%	−6.5%	$876M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BAB vs MMMA

BAB

Invesco Taxable Municipal Bond

$9,482

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureBABMMMA

Fee0.28%0.40%

Cost on $10k a year$28$40

Yield4.41%3.74%

5 years, per year−1.1%[…]

3 years, per year+6.2%[…]

Worst drop · 1Y−6.5%[…]

Volatility · 1Y5.6%[…]

2–0measures won
BAB first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: BAB, MMMA

Today

0.0%most shared, BAB and MMMA

BABMMMA

BAB—0.0%

MMMA0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$413most kept, BAB

BAB$441 − $28 = $413

MMMA$374 − $40 = $334

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee