IBMR vs MMMA

AIBMR

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.10%IBMR · $10 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−2.9%IBMR · worst fall in 1Y

Held in common[…]IBMR and MMMA

IBMR

MMMA

iShares iBonds Dec 2029 Term Muni Bond ETF · $529MNYLI MacKay Muni Allocation ETF · $60M

+4.6%3 years · per year$11,457 · […][…]

[…]5 years · per year[…]

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

2.54%12-mo yield$254 · $374 on $10k3.74%

−2.9%Worst dropSmaller wins[…]

1.9%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsIBMR · 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							5Y/yr
1	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk		0.10%	2.54%	+0.1%	+1.1%	+1.8%	+4.6%	new	−2.9%	$529M
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							5Y/yr
1	AIBMR	iShares iBonds Dec 2029 Term Muni Bond ETFRead Desk		0.10%	2.54%	+0.1%	+1.1%	+1.8%	+4.6%	new	−2.9%	$529M
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

IBMR vs MMMA

IBMR

iShares iBonds Dec 2029 Term Muni Bond

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureIBMRMMMA

Fee0.10%0.40%

Cost on $10k a year$10$40

Yield2.54%3.74%

5 years, per year[…][…]

3 years, per year+4.6%[…]

Worst drop · 1Y−2.9%[…]

Volatility · 1Y1.9%[…]

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: IBMR, MMMA

Today

[…]holdings […]

IBMRMMMA

IBMR—[…]

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

IBMR$254 − $10 = $244

KeptFee

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