FLMI vs MMMA

AFLMI

BMMMA

Measures won2–0FLMI wins · of 6 · 5Y

$10,000 · 5Y$11,052FLMI

Lowest cost0.30%FLMI · $30 on $10k

Most income4.06%FLMI · $406 on $10k

Smallest drop−7.2%FLMI · worst fall in 1Y

Held in common[…]FLMI and MMMA

FLMI

MMMA

Franklin Dynamic Municipal Bond ETF · $2.4BNYLI MacKay Muni Allocation ETF · $60M

+6.9%3 years · per year$12,208 · […][…]

+2.0%5 years · per year$11,052 · […][…]

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

4.06%12-mo yield$406 · $371 on $10k3.71%

−7.2%Worst dropSmaller wins[…]

3.9%VolatilityLower wins[…]

2–0FLMI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLMI · MMMA

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

Held in common[…]

End-of-day Nov 6, 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	AFLMI	Franklin Dynamic Municipal Bond ETFRead Desk		0.30%	4.06%	+0.4%	+1.5%	+2.3%	+6.9%	+2.0%	−7.2%	$2.4B
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFLMI	Franklin Dynamic Municipal Bond ETFRead Desk		0.30%	4.06%	+0.4%	+1.5%	+2.3%	+6.9%	+2.0%	−7.2%	$2.4B
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLMI vs MMMA

FLMI

Franklin Dynamic Municipal Bond

$11,052

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureFLMIMMMA

Fee0.30%0.40%

Cost on $10k a year$30$40

Yield4.06%3.71%

5 years, per year+2.0%[…]

3 years, per year+6.9%[…]

Worst drop · 1Y−7.2%[…]

Volatility · 1Y3.9%[…]

2–0measures won
FLMI first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FLMI, MMMA

Today

[…]holdings […]

FLMIMMMA

FLMI—[…]

MMMA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$376most kept, FLMI

FLMI$406 − $30 = $376

MMMA$371 − $40 = $331

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee