EVIM vs MMMA

AEVIM

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.11%EVIM · $11 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−5.9%EVIM · worst fall in 1Y

Held in common[…]EVIM and MMMA

EVIM

MMMA

Eaton Vance Intermediate Municipal Income ETF · $397MNYLI MacKay Muni Allocation ETF · $60M

+5.2%3 years · per year$11,632 · […][…]

[…]5 years · per year[…]

0.11%Expense ratio$11 · $40 on $10k · lower wins0.40%

3.51%12-mo yield$351 · $374 on $10k3.74%

−5.9%Worst dropSmaller wins[…]

3.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsEVIM · MMMA

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

Held in common[…]

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							5Y/yr
1	AEVIM	Eaton Vance Intermediate Municipal Income ETFRead Desk		0.11%	3.51%	+0.3%	+0.9%	+1.7%	+5.2%	new	−5.9%	$397M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$60M

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							5Y/yr
1	AEVIM	Eaton Vance Intermediate Municipal Income ETFRead Desk		0.11%	3.51%	+0.3%	+0.9%	+1.7%	+5.2%	new	−5.9%	$397M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$60M

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

EVIM vs MMMA

EVIM

Eaton Vance Intermediate Municipal Income

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureEVIMMMMA

Fee0.11%0.40%

Cost on $10k a year$11$40

Yield3.51%3.74%

5 years, per year[…][…]

3 years, per year+5.2%[…]

Worst drop · 1Y−5.9%[…]

Volatility · 1Y3.4%[…]

1–1measures won
level

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EVIM, MMMA

Today

[…]holdings […]

EVIMMMMA

EVIM—[…]

MMMA[…]—

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

Income After Fees on $10,000

$340most kept, EVIM

EVIM$351 − $11 = $340

MMMA$374 − $40 = $334

KeptFee

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