IBMQ vs MMMA

AIBMQ

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,417IBMQ

Lowest cost0.10%IBMQ · $10 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−1.8%IBMQ · worst fall in 1Y

Held in common[…]IBMQ and MMMA

IBMQ

MMMA

iShares iBonds Dec 2028 Term Muni Bond ETF · $690MNYLI MacKay Muni Allocation ETF · $60M

+4.1%3 years · per year$11,285 · […][…]

+0.8%5 years · per year$10,417 · […][…]

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

2.49%12-mo yield$249 · $373 on $10k3.73%

−1.8%Worst dropSmaller wins[…]

1.6%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBMQ · 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
1	AIBMQ	iShares iBonds Dec 2028 Term Muni Bond ETFRead Desk		0.10%	2.49%	+0.2%	+1.6%	+2.4%	+4.1%	+0.8%	−1.8%	$690M
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
1	AIBMQ	iShares iBonds Dec 2028 Term Muni Bond ETFRead Desk		0.10%	2.49%	+0.2%	+1.6%	+2.4%	+4.1%	+0.8%	−1.8%	$690M
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

IBMQ vs MMMA

IBMQ

iShares iBonds Dec 2028 Term Muni Bond

$10,417

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureIBMQMMMA

Fee0.10%0.40%

Cost on $10k a year$10$40

Yield2.49%3.73%

5 years, per year+0.8%[…]

3 years, per year+4.1%[…]

Worst drop · 1Y−1.8%[…]

Volatility · 1Y1.6%[…]

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: IBMQ, MMMA

Today

[…]holdings […]

IBMQMMMA

IBMQ—[…]

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

IBMQ$249 − $10 = $239

KeptFee

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