MMMA vs BSMS

AMMMA

BBSMS

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,126BSMS · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.18%AGG · $418 on $10k

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

Held in common[…]MMMA and BSMS

NYLI MacKay Muni Allocation ETF · $60MInvesco BulletShares 2028 Municipal Bond ETF · $367M

[…]3 years · per year[…] · $11,087+3.5%

[…]5 years · per year[…] · $10,126+0.3%

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

3.75%12-mo yield$375 · $282 on $10k2.82%

Cards for this view

MMMA

NYLI MacKay Muni Allocation

[…]

BSMS

Invesco BulletShares 2028 Municipal Bond

$10,126

MeasureMMMABSMS

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield3.75%2.82%

5 years, per year[…]+0.3%

3 years, per year[…]+3.5%

Worst drop · 1Y[…]−3.0%

Volatility · 1Y[…]2.1%

#
1	BBSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk	0.18%	2.82%	−0.2%	+1.3%	+2.0%	+3.5%	+0.3%	−3.0%	$367M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

#
1	BBSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk	0.18%	2.82%	−0.2%	+1.3%	+2.0%	+3.5%	+0.3%	−3.0%	$367M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

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