FCAL vs MMMA

AFCAL

BMMMA

Measures won0–2MMMA wins · of 6 · 5Y

$10,000 · 5Y$10,222FCAL

Lowest cost0.40%MMMA · $40 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−6.9%FCAL · worst fall in 1Y

Held in common[…]FCAL and MMMA

FCAL

MMMA

First Trust California Municipal High Income ETF · $212MNYLI MacKay Muni Allocation ETF · $60M

+4.3%3 years · per year$11,345 · […][…]

+0.4%5 years · per year$10,222 · […][…]

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

3.55%12-mo yield$355 · $374 on $10k3.74%

−6.9%Worst dropSmaller wins[…]

3.7%VolatilityLower wins[…]

0–2MMMA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCAL · 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
1	AFCAL	First Trust California Municipal High Income ETFRead Desk		0.49%	3.55%	+0.4%	0.0%	+0.7%	+4.3%	+0.4%	−6.9%	$212M
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
1	AFCAL	First Trust California Municipal High Income ETFRead Desk		0.49%	3.55%	+0.4%	0.0%	+0.7%	+4.3%	+0.4%	−6.9%	$212M
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

FCAL vs MMMA

FCAL

First Trust California Municipal High Income

$10,222

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureFCALMMMA

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield3.55%3.74%

5 years, per year+0.4%[…]

3 years, per year+4.3%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y3.7%[…]

2–0measures won
MMMA first

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: FCAL, MMMA

Today

[…]holdings […]

FCALMMMA

FCAL—[…]

MMMA[…]—

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

Income After Fees on $10,000

$334most kept, MMMA

MMMA$374 − $40 = $334

FCAL$355 − $49 = $306

KeptFee

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