MMMA vs BSMS

AMMMA

BBSMS

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,135BSMS

Lowest cost0.18%BSMS · $18 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−3.0%BSMS · worst fall in 1Y

Held in common[…]MMMA and BSMS

MMMA

BSMS

NYLI MacKay Muni Allocation ETF · $59MInvesco BulletShares 2028 Municipal Bond ETF · $357M

[…]3 years · per year[…] · $11,320+4.2%

[…]5 years · per year[…] · $10,135+0.3%

0.40%Expense ratio$40 · $18 on $10k · lower wins0.18%

3.74%12-mo yield$374 · $282 on $10k2.82%

[…]Worst dropSmaller wins−3.0%

[…]VolatilityLower wins2.0%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMMMA · BSMS

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

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	BBSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk		0.18%	2.82%	+0.2%	+1.2%	+2.3%	+4.2%	+0.3%	−3.0%	$357M
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

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	BBSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk		0.18%	2.82%	+0.2%	+1.2%	+2.3%	+4.2%	+0.3%	−3.0%	$357M
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

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

MMMA vs BSMS

MMMA

NYLI MacKay Muni Allocation

[…]

BSMS

Invesco BulletShares 2028 Municipal Bond

$10,135

MeasureMMMABSMS

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield3.74%2.82%

5 years, per year[…]+0.3%

3 years, per year[…]+4.2%

Worst drop · 1Y[…]−3.0%

Volatility · 1Y[…]2.0%

1–1measures won
level

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MMMA, BSMS

Today

[…]holdings […]

MMMABSMS

MMMA—[…]

BSMS[…]—

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

Income After Fees on $10,000

$334most kept, MMMA

MMMA$374 − $40 = $334

BSMS$282 − $18 = $264

KeptFee

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