IVV vs MMIT

AIVV

BMMIT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · MMIT $10,627

Lowest cost0.03%IVV · $3 on $10k

Most income3.67%MMIT · $367 on $10k

Smallest drop−5.9%MMIT · worst fall in 1Y

Held in common[…]IVV and MMIT

IVV

MMIT

iShares Core S&P 500 ETF · $853BNYLI MacKay Muni Intermediate ETF · $1.7B

+22.0%3 years · per year$18,159 · $11,386+4.4%

+11.9%5 years · per year$17,545 · $10,627+1.2%

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.11%12-mo yield$111 · $367 on $10k3.67%

−8.9%Worst dropSmaller wins−5.9%

13.8%VolatilityLower wins3.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · MMIT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BMMIT	NYLI MacKay Muni Intermediate ETFRead Desk		0.40%	3.67%	+0.1%	+1.3%	+1.7%	+4.4%	+1.2%	−5.9%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BMMIT	NYLI MacKay Muni Intermediate ETFRead Desk		0.40%	3.67%	+0.1%	+1.3%	+1.7%	+4.4%	+1.2%	−5.9%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs MMIT

IVV

iShares Core S&P 500

$17,545

MMIT

NYLI MacKay Muni Intermediate

$10,627

MeasureIVVMMIT

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.11%3.67%

5 years, per year+11.9%+1.2%

3 years, per year+22.0%+4.4%

Worst drop · 1Y−8.9%−5.9%

Volatility · 1Y13.8%3.2%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, MMIT

Today

[…]holdings […]

IVVMMIT

IVV—[…]

MMIT[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$327most kept, MMIT

MMIT$367 − $40 = $327

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee