HTAX vs MMMA

AHTAX

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.40%MMMA · $40 on $10k

Most income4.64%HTAX · $464 on $10k

Smallest drop−8.1%HTAX · worst fall in 1Y

Held in common[…]HTAX and MMMA

HTAX

MMMA

Nomura National High-Yield Municipal Bond ETF · $98MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

4.64%12-mo yield$464 · $371 on $10k3.71%

−8.1%Worst dropSmaller wins[…]

5.5%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsHTAX · 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						3Y/yr	5Y/yr
1	AHTAX	Nomura National High-Yield Municipal Bond ETFRead Desk		0.49%	4.64%	0.0%	+1.6%	+1.9%	new	new	−8.1%	$98M
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						3Y/yr	5Y/yr
1	AHTAX	Nomura National High-Yield Municipal Bond ETFRead Desk		0.49%	4.64%	0.0%	+1.6%	+1.9%	new	new	−8.1%	$98M
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

HTAX vs MMMA

HTAX

Nomura National High-Yield Municipal Bond

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureHTAXMMMA

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield4.64%3.71%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−8.1%[…]

Volatility · 1Y5.5%[…]

1–1measures won
level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HTAX, MMMA

Today

[…]holdings […]

HTAXMMMA

HTAX—[…]

MMMA[…]—

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

Income After Fees on $10,000

$415most kept, HTAX

HTAX$464 − $49 = $415

MMMA$371 − $40 = $331

KeptFee

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