MMMA vs CGHM

AMMMA

BCGHM

Measures won0–2CGHM wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income4.28%CGHM · $428 on $10k

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

Held in common[…]MMMA and CGHM

MMMA

CGHM

NYLI MacKay Muni Allocation ETF · $60MCapital Group Municipal High-Income ETF · $3.9B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.40%Expense ratio$40 · $34 on $10k · lower wins0.34%

3.71%12-mo yield$371 · $428 on $10k4.28%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins3.9%

0–2CGHM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMMA · CGHM

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

Held in common[…]

End-of-day Nov 9, 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%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.71%	0.0%	+3.5%	new	new	new	[…]	$60M
3	BCGHM	Capital Group Municipal High-Income ETFRead Desk	0.34%	4.28%	0.0%	+1.9%	+2.5%	new	new	−6.8%	$3.9B

End-of-day Nov 9, 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%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.71%	0.0%	+3.5%	new	new	new	[…]	$60M
3	BCGHM	Capital Group Municipal High-Income ETFRead Desk	0.34%	4.28%	0.0%	+1.9%	+2.5%	new	new	−6.8%	$3.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMMA vs CGHM

MMMA

NYLI MacKay Muni Allocation

[…]

CGHM

Capital Group Municipal High-Income

[…]

MeasureMMMACGHM

Fee0.40%0.34%

Cost on $10k a year$40$34

Yield3.71%4.28%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]3.9%

2–0measures won
CGHM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MMMA, CGHM, SGOV

Today

[…]holdings […]

MMMACGHMSGOV

MMMA—[…][…]

CGHM[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$394most kept, CGHM

CGHM$428 − $34 = $394

SGOV$363 − $9 = $354

MMMA$371 − $40 = $331

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee