MFLX vs MMMA

AMFLX

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,940MFLX

Lowest cost0.40%MMMA · $40 on $10k

Most income4.36%MFLX · $436 on $10k

Smallest drop−8.8%MFLX · worst fall in 1Y

Held in common[…]MFLX and MMMA

MFLX

MMMA

First Trust Flexible Municipal High Income ETF · $20MNYLI MacKay Muni Allocation ETF · $60M

+6.3%3 years · per year$12,012 · […][…]

−0.1%5 years · per year$9,940 · […][…]

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

4.36%12-mo yield$436 · $373 on $10k3.73%

−8.8%Worst dropSmaller wins[…]

5.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMFLX · 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	AMFLX	First Trust Flexible Municipal High Income ETFRead Desk		0.49%	4.36%	+0.5%	+1.2%	+1.3%	+6.3%	−0.1%	−8.8%	$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	AMFLX	First Trust Flexible Municipal High Income ETFRead Desk		0.49%	4.36%	+0.5%	+1.2%	+1.3%	+6.3%	−0.1%	−8.8%	$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

MFLX vs MMMA

MFLX

First Trust Flexible Municipal High Income

$9,940

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureMFLXMMMA

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield4.36%3.73%

5 years, per year−0.1%[…]

3 years, per year+6.3%[…]

Worst drop · 1Y−8.8%[…]

Volatility · 1Y5.2%[…]

1–1measures won
level

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: MFLX, MMMA

Today

[…]holdings […]

MFLXMMMA

MFLX—[…]

MMMA[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$387most kept, MFLX

MFLX$436 − $49 = $387

MMMA$373 − $40 = $333

KeptFee

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