MBND vs MMMA

AMBND

BMMMA

Measures won0–1MMMA wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · MBND $10,314

Lowest cost0.09%SGOV · $9 on $10k

Most income3.71%MMMA · $371 on $10k

Smallest drop0.0%SGOV · 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$11,409 · […][…]

+0.6%5 years · per year$10,314 · […][…]

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

3.54%12-mo yield$354 · $371 on $10k3.71%

−6.5%Worst dropSmaller wins[…]

3.9%VolatilityLower wins[…]

0–1MMMA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBND · MMMA

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AMBND	State Street Nuveen Municipal Bond ETFRead Desk	0.40%	3.54%	+0.3%	+0.3%	+0.5%	+4.5%	+0.6%	−6.5%	$20M
3	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AMBND	State Street Nuveen Municipal Bond ETFRead Desk	0.40%	3.54%	+0.3%	+0.3%	+0.5%	+4.5%	+0.6%	−6.5%	$20M
3	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 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

$10,314

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureMBNDMMMA

Fee0.40%0.40%

Cost on $10k a year$40$40

Yield3.54%3.71%

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 6, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MBND, MMMA, SGOV

Today

[…]holdings […]

MBNDMMMASGOV

MBND—[…][…]

MMMA[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MMMA$371 − $40 = $331

MBND$354 − $40 = $314

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee