MMIT vs MMMA

AMMIT

BMMMA

Measures won0–1MMMA wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · MMIT $10,574

Lowest cost0.09%SGOV · $9 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MMIT and MMMA

MMIT

MMMA

NYLI MacKay Muni Intermediate ETF · $1.6BNYLI MacKay Muni Allocation ETF · $60M

+4.6%3 years · per year$11,433 · […][…]

+1.1%5 years · per year$10,574 · […][…]

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

3.69%12-mo yield$369 · $374 on $10k3.74%

−5.9%Worst dropSmaller wins[…]

3.1%VolatilityLower wins[…]

0–1MMMA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMIT · MMMA

-0.3%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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AMMIT	NYLI MacKay Muni Intermediate ETFRead Desk	0.40%	3.69%	+0.3%	+0.8%	+1.4%	+4.6%	+1.1%	−5.9%	$1.6B
3	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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AMMIT	NYLI MacKay Muni Intermediate ETFRead Desk	0.40%	3.69%	+0.3%	+0.8%	+1.4%	+4.6%	+1.1%	−5.9%	$1.6B
3	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

MMIT vs MMMA

MMIT

NYLI MacKay Muni Intermediate

$10,574

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureMMITMMMA

Fee0.40%0.40%

Cost on $10k a year$40$40

Yield3.69%3.74%

5 years, per year+1.1%[…]

3 years, per year+4.6%[…]

Worst drop · 1Y−5.9%[…]

Volatility · 1Y3.1%[…]

0–0measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

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

Overlap: MMIT, MMMA, SGOV

Today

[…]holdings […]

MMITMMMASGOV

MMIT—[…][…]

MMMA[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MMMA$374 − $40 = $334

MMIT$369 − $40 = $329

KeptFee

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