IROC vs MMMA

AIROC

BMMMA

Measures won1–0IROC wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.40%IROC · $40 on $10k

Most income5.21%IROC · $521 on $10k

Smallest drop−6.2%IROC · worst fall in 1Y

Held in common[…]IROC and MMMA

IROC

MMMA

Invesco Rochester High Yield Municipal ETF · $203MNYLI MacKay Muni Allocation ETF · $60M

+6.0%3 years · per year$11,904 · […][…]

[…]5 years · per year[…]

0.40%Expense ratio$40 · $40 on $10k · lower wins0.40%

5.21%12-mo yield$521 · $374 on $10k3.74%

−6.2%Worst dropSmaller wins[…]

4.0%VolatilityLower wins[…]

1–0IROC wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsIROC · 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	AIROC	Invesco Rochester High Yield Municipal ETFRead Desk		0.40%	5.21%	+0.4%	+1.5%	+2.2%	+6.0%	new	−6.2%	$203M
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	AIROC	Invesco Rochester High Yield Municipal ETFRead Desk		0.40%	5.21%	+0.4%	+1.5%	+2.2%	+6.0%	new	−6.2%	$203M
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

IROC vs MMMA

IROC

Invesco Rochester High Yield Municipal

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureIROCMMMA

Fee0.40%0.40%

Cost on $10k a year$40$40

Yield5.21%3.74%

5 years, per year[…][…]

3 years, per year+6.0%[…]

Worst drop · 1Y−6.2%[…]

Volatility · 1Y4.0%[…]

1–0measures won
IROC first

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: IROC, MMMA

Today

[…]holdings […]

IROCMMMA

IROC—[…]

MMMA[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$481most kept, IROC

IROC$521 − $40 = $481

MMMA$374 − $40 = $334

KeptFee

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