CALI vs MMMA

ACALI

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%CALI · $25 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−1.2%CALI · worst fall in 1Y

Held in common[…]CALI and MMMA

CALI

MMMA

iShares Short-Term California Muni Active ETF · $687MNYLI MacKay Muni Allocation ETF · $60M

+3.2%3 years · per year$11,000 · […][…]

[…]5 years · per year[…]

0.25%Expense ratio$25 · $40 on $10k · lower wins0.40%

2.47%12-mo yield$247 · $373 on $10k3.73%

−1.2%Worst dropSmaller wins[…]

0.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCALI · MMMA

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

Held in common[…]

End-of-day Nov 5, 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							5Y/yr
1	ACALI	iShares Short-Term California Muni Active ETFRead Desk		0.25%	2.47%	+0.1%	+1.6%	+2.0%	+3.2%	new	−1.2%	$687M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.73%	+0.1%	+2.7%	new	new	new	[…]	$60M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ACALI	iShares Short-Term California Muni Active ETFRead Desk		0.25%	2.47%	+0.1%	+1.6%	+2.0%	+3.2%	new	−1.2%	$687M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.73%	+0.1%	+2.7%	new	new	new	[…]	$60M

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

Cards for this view

CALI vs MMMA

CALI

iShares Short-Term California Muni Active

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureCALIMMMA

Fee0.25%0.40%

Cost on $10k a year$25$40

Yield2.47%3.73%

5 years, per year[…][…]

3 years, per year+3.2%[…]

Worst drop · 1Y−1.2%[…]

Volatility · 1Y0.9%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CALI, MMMA

Today

[…]holdings […]

CALIMMMA

CALI—[…]

MMMA[…]—

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

Income After Fees on $10,000

$333most kept, MMMA

MMMA$373 − $40 = $333

CALI$247 − $25 = $222

KeptFee

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