MMIN vs MMMA

AMMIN

BMMMA

Measures won1–0MMIN wins · of 6 · 5Y

$10,000 · 5Y$10,234MMIN

Lowest cost0.40%MMIN · $40 on $10k

Most income4.11%MMIN · $411 on $10k

Smallest drop−7.7%MMIN · worst fall in 1Y

Held in common[…]MMIN and MMMA

MMIN

MMMA

NYLI MacKay Muni Insured ETF · $587MNYLI MacKay Muni Allocation ETF · $60M

+5.4%3 years · per year$11,710 · […][…]

+0.5%5 years · per year$10,234 · […][…]

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

4.11%12-mo yield$411 · $374 on $10k3.74%

−7.7%Worst dropSmaller wins[…]

4.4%VolatilityLower wins[…]

1–0MMIN wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMIN · MMMA

-1.2%CASH0.2%

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
1	AMMIN	NYLI MacKay Muni Insured ETFRead Desk		0.40%	4.11%	+0.5%	+0.3%	+0.8%	+5.4%	+0.5%	−7.7%	$587M
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
1	AMMIN	NYLI MacKay Muni Insured ETFRead Desk		0.40%	4.11%	+0.5%	+0.3%	+0.8%	+5.4%	+0.5%	−7.7%	$587M
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

MMIN vs MMMA

MMIN

NYLI MacKay Muni Insured

$10,234

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureMMINMMMA

Fee0.40%0.40%

Cost on $10k a year$40$40

Yield4.11%3.74%

5 years, per year+0.5%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−7.7%[…]

Volatility · 1Y4.4%[…]

1–0measures won
MMIN 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: MMIN, MMMA

Today

[…]holdings […]

MMINMMMA

MMIN—[…]

MMMA[…]—

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

Income After Fees on $10,000

$371most kept, MMIN

MMIN$411 − $40 = $371

MMMA$374 − $40 = $334

KeptFee

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