MBND vs MMMA

AMBND

BMMMA

Measures won0–1MMMA wins · of 6 · 5Y

$10,000 · 5Y$10,279MBND

Lowest cost0.40%MBND · $40 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−6.5%MBND · worst fall in 1Y

Held in common[…]MBND and MMMA

MBND

MMMA

State Street Nuveen Municipal Bond ETF · $20MNYLI MacKay Muni Allocation ETF · $60M

+4.5%3 years · per year$11,404 · […][…]

+0.6%5 years · per year$10,279 · […][…]

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

3.55%12-mo yield$355 · $373 on $10k3.73%

−6.5%Worst dropSmaller wins[…]

3.9%VolatilityLower wins[…]

0–1MMMA wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBND · 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	AMBND	State Street Nuveen Municipal Bond ETFRead Desk		0.40%	3.55%	0.0%	0.0%	0.0%	+4.5%	+0.6%	−6.5%	$20M
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	AMBND	State Street Nuveen Municipal Bond ETFRead Desk		0.40%	3.55%	0.0%	0.0%	0.0%	+4.5%	+0.6%	−6.5%	$20M
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

MBND vs MMMA

MBND

Nuveen Municipal Bond

$10,279

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureMBNDMMMA

Fee0.40%0.40%

Cost on $10k a year$40$40

Yield3.55%3.73%

5 years, per year+0.6%[…]

3 years, per year+4.5%[…]

Worst drop · 1Y−6.5%[…]

Volatility · 1Y3.9%[…]

1–0measures 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%

$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: MBND, MMMA

Today

[…]holdings […]

MBNDMMMA

MBND—[…]

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

MBND$355 − $40 = $315

KeptFee

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