FLMB vs MMMA

AFLMB

BMMMA

Measures won2–0FLMB wins · of 6 · 5Y

$10,000 · 5Y$10,178FLMB

Lowest cost0.30%FLMB · $30 on $10k

Most income4.30%FLMB · $430 on $10k

Smallest drop−8.5%FLMB · worst fall in 1Y

Held in common[…]FLMB and MMMA

FLMB

MMMA

Franklin Municipal Green Bond ETF · $51MNYLI MacKay Muni Allocation ETF · $60M

+5.6%3 years · per year$11,768 · […][…]

+0.4%5 years · per year$10,178 · […][…]

0.30%Expense ratio$30 · $40 on $10k · lower wins0.40%

4.30%12-mo yield$430 · $374 on $10k3.74%

−8.5%Worst dropSmaller wins[…]

4.6%VolatilityLower wins[…]

2–0FLMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLMB · 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	AFLMB	Franklin Municipal Green Bond ETFRead Desk		0.30%	4.30%	+0.7%	−0.2%	+0.2%	+5.6%	+0.4%	−8.5%	$51M
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	AFLMB	Franklin Municipal Green Bond ETFRead Desk		0.30%	4.30%	+0.7%	−0.2%	+0.2%	+5.6%	+0.4%	−8.5%	$51M
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

FLMB vs MMMA

FLMB

Franklin Municipal Green Bond

$10,178

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureFLMBMMMA

Fee0.30%0.40%

Cost on $10k a year$30$40

Yield4.30%3.74%

5 years, per year+0.4%[…]

3 years, per year+5.6%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y4.6%[…]

2–0measures won
FLMB 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: FLMB, MMMA

Today

[…]holdings […]

FLMBMMMA

FLMB—[…]

MMMA[…]—

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

Income After Fees on $10,000

$400most kept, FLMB

FLMB$430 − $30 = $400

MMMA$374 − $40 = $334

KeptFee

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