INMU vs MMMA

AINMU

BMMMA

Measures won0–2MMMA wins · of 6 · 5Y

$10,000 · 5Y$10,940INMU

Lowest cost0.40%MMMA · $40 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−5.7%INMU · worst fall in 1Y

Held in common[…]INMU and MMMA

INMU

MMMA

iShares Intermediate Muni Income Active ETF · $809MNYLI MacKay Muni Allocation ETF · $60M

+6.1%3 years · per year$11,954 · […][…]

+1.8%5 years · per year$10,940 · […][…]

0.41%Expense ratio$41 · $40 on $10k · lower wins0.40%

3.34%12-mo yield$334 · $373 on $10k3.73%

−5.7%Worst dropSmaller wins[…]

3.3%VolatilityLower wins[…]

0–2MMMA wins

$10,000 · 5 yearsOne scale

Shared top holdingsINMU · 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	AINMU	iShares Intermediate Muni Income Active ETFRead Desk		0.41%	3.34%	+0.3%	+2.0%	+2.5%	+6.1%	+1.8%	−5.7%	$809M
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	AINMU	iShares Intermediate Muni Income Active ETFRead Desk		0.41%	3.34%	+0.3%	+2.0%	+2.5%	+6.1%	+1.8%	−5.7%	$809M
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

INMU vs MMMA

INMU

iShares Intermediate Muni Income Active

$10,940

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureINMUMMMA

Fee0.41%0.40%

Cost on $10k a year$41$40

Yield3.34%3.73%

5 years, per year+1.8%[…]

3 years, per year+6.1%[…]

Worst drop · 1Y−5.7%[…]

Volatility · 1Y3.3%[…]

2–0measures won
MMMA first

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: INMU, MMMA

Today

[…]holdings […]

INMUMMMA

INMU—[…]

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

INMU$334 − $41 = $293

KeptFee

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