IBMP vs MMMA

AIBMP

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,433IBMP

Lowest cost0.10%IBMP · $10 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]IBMP and MMMA

IBMP

MMMA

iShares iBonds Dec 2027 Term Muni Bond ETF · $683MNYLI MacKay Muni Allocation ETF · $59M

+3.7%3 years · per year$11,151 · […][…]

+0.9%5 years · per year$10,433 · […][…]

0.10%Expense ratio$10 · $40 on $10k · lower wins0.40%

2.55%12-mo yield$255 · $374 on $10k3.74%

−0.6%Worst dropSmaller wins[…]

1.0%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBMP · 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	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	0.0%	+1.7%	+2.5%	+3.7%	+0.9%	−0.6%	$683M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

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	AIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	0.0%	+1.7%	+2.5%	+3.7%	+0.9%	−0.6%	$683M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

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

IBMP vs MMMA

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,433

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureIBMPMMMA

Fee0.10%0.40%

Cost on $10k a year$10$40

Yield2.55%3.74%

5 years, per year+0.9%[…]

3 years, per year+3.7%[…]

Worst drop · 1Y−0.6%[…]

Volatility · 1Y1.0%[…]

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IBMP, MMMA

Today

[…]holdings […]

IBMPMMMA

IBMP—[…]

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

IBMP$255 − $10 = $245

KeptFee

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