GENM vs MMMA

AGENM

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.39%GENM · $39 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−4.5%GENM · worst fall in 1Y

Held in common[…]GENM and MMMA

GENM

MMMA

Genter Capital Municipal Quality Intermediate ETF · $34MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.39%Expense ratio$39 · $40 on $10k · lower wins0.40%

2.97%12-mo yield$297 · $373 on $10k3.73%

−4.5%Worst dropSmaller wins[…]

3.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsGENM · MMMA

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

Held in common[…]

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						3Y/yr	5Y/yr
1	AGENM	Genter Capital Municipal Quality Intermediate ETFRead Desk		0.39%	2.97%	+0.2%	+1.6%	+1.9%	new	new	−4.5%	$34M
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						3Y/yr	5Y/yr
1	AGENM	Genter Capital Municipal Quality Intermediate ETFRead Desk		0.39%	2.97%	+0.2%	+1.6%	+1.9%	new	new	−4.5%	$34M
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

GENM vs MMMA

GENM

Genter Capital Municipal Quality Intermediate

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureGENMMMMA

Fee0.39%0.40%

Cost on $10k a year$39$40

Yield2.97%3.73%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−4.5%[…]

Volatility · 1Y3.1%[…]

1–1measures won
level

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: GENM, MMMA

Today

[…]holdings […]

GENMMMMA

GENM—[…]

MMMA[…]—

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

GENM$297 − $39 = $258

KeptFee

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