DFCA vs MMMA

ADFCA

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.19%DFCA · $19 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−5.0%DFCA · worst fall in 1Y

Held in common[…]DFCA and MMMA

DFCA

MMMA

Dimensional - California Municipal Bond ETF · $542MNYLI MacKay Muni Allocation ETF · $60M

+3.5%3 years · per year$11,087 · […][…]

[…]5 years · per year[…]

0.19%Expense ratio$19 · $40 on $10k · lower wins0.40%

2.85%12-mo yield$285 · $373 on $10k3.73%

−5.0%Worst dropSmaller wins[…]

2.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFCA · 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	ADFCA	Dimensional - California Municipal Bond ETFRead Desk		0.19%	2.85%	+0.3%	+0.8%	+1.3%	+3.5%	new	−5.0%	$542M
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	ADFCA	Dimensional - California Municipal Bond ETFRead Desk		0.19%	2.85%	+0.3%	+0.8%	+1.3%	+3.5%	new	−5.0%	$542M
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

DFCA vs MMMA

DFCA

Dimensional - California Municipal Bond

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureDFCAMMMA

Fee0.19%0.40%

Cost on $10k a year$19$40

Yield2.85%3.73%

5 years, per year[…][…]

3 years, per year+3.5%[…]

Worst drop · 1Y−5.0%[…]

Volatility · 1Y2.5%[…]

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: DFCA, MMMA

Today

[…]holdings […]

DFCAMMMA

DFCA—[…]

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

DFCA$285 − $19 = $266

KeptFee

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