HMOP vs MMMA

AHMOP

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,673HMOP

Lowest cost0.29%HMOP · $29 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−6.0%HMOP · worst fall in 1Y

Held in common[…]HMOP and MMMA

HMOP

MMMA

Hartford Municipal Opportunities ETF · $828MNYLI MacKay Muni Allocation ETF · $60M

+5.2%3 years · per year$11,648 · […][…]

+1.3%5 years · per year$10,673 · […][…]

0.29%Expense ratio$29 · $40 on $10k · lower wins0.40%

3.59%12-mo yield$359 · $374 on $10k3.74%

−6.0%Worst dropSmaller wins[…]

3.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsHMOP · 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	AHMOP	Hartford Municipal Opportunities ETFRead Desk		0.29%	3.59%	+0.4%	+0.7%	+1.2%	+5.2%	+1.3%	−6.0%	$828M
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	AHMOP	Hartford Municipal Opportunities ETFRead Desk		0.29%	3.59%	+0.4%	+0.7%	+1.2%	+5.2%	+1.3%	−6.0%	$828M
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

HMOP vs MMMA

HMOP

Hartford Municipal Opportunities

$10,673

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureHMOPMMMA

Fee0.29%0.40%

Cost on $10k a year$29$40

Yield3.59%3.74%

5 years, per year+1.3%[…]

3 years, per year+5.2%[…]

Worst drop · 1Y−6.0%[…]

Volatility · 1Y3.5%[…]

1–1measures won
level

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: HMOP, MMMA

Today

[…]holdings […]

HMOPMMMA

HMOP—[…]

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

HMOP$359 − $29 = $330

KeptFee

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