FTNJ vs MMMA

AFTNJ

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.36%FTNJ · $36 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop[…][…]

Held in common0.0%FTNJ and MMMA

FTNJ

MMMA

Franklin New Jersey Municipal Income ETF · $196MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.36%Expense ratio$36 · $40 on $10k · lower wins0.40%

3.62%12-mo yield$362 · $373 on $10k3.73%

[…]Worst dropSmaller wins[…]

[…]VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsFTNJ · MMMA

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

Held in common0.0%

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					1Y	3Y/yr	5Y/yr	Drop
1	AFTNJ	Franklin New Jersey Municipal Income ETFRead Desk		0.36%	3.62%	+0.4%	+0.7%	new	new	new	[…]	$196M
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					1Y	3Y/yr	5Y/yr	Drop
1	AFTNJ	Franklin New Jersey Municipal Income ETFRead Desk		0.36%	3.62%	+0.4%	+0.7%	new	new	new	[…]	$196M
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

FTNJ vs MMMA

FTNJ

Franklin New Jersey Municipal Income

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureFTNJMMMA

Fee0.36%0.40%

Cost on $10k a year$36$40

Yield3.62%3.73%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…][…]

Volatility · 1Y[…][…]

1–1measures won
level

0.0%

holdings shared

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: FTNJ, MMMA

Today

0.0%most shared, FTNJ and MMMA

FTNJMMMA

FTNJ—0.0%

MMMA0.0%—

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

FTNJ$362 − $36 = $326

KeptFee

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