MMMA vs FMB

AMMMA

BFMB

Measures won0–2FMB wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · FMB $10,301

Lowest cost0.09%SGOV · $9 on $10k

Most income3.73%FMB · $373 on $10k

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

Held in common[…]MMMA and FMB

MMMA

FMB

NYLI MacKay Muni Allocation ETF · $60MFirst Trust Managed Municipal ETF · $1.9B

[…]3 years · per year[…] · $11,435+4.6%

[…]5 years · per year[…] · $10,301+0.6%

0.40%Expense ratio$40 · $39 on $10k · lower wins0.39%

3.71%12-mo yield$371 · $373 on $10k3.73%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins3.6%

0–2FMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMMA · FMB

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

Held in common[…]

End-of-day Nov 6, 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	BFMB	First Trust Managed Municipal ETFRead Desk	0.39%	3.73%	+0.1%	+0.6%	+1.2%	+4.6%	+0.6%	−6.8%	$1.9B
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 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	BFMB	First Trust Managed Municipal ETFRead Desk	0.39%	3.73%	+0.1%	+0.6%	+1.2%	+4.6%	+0.6%	−6.8%	$1.9B
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMMA vs FMB

MMMA

NYLI MacKay Muni Allocation

[…]

FMB

First Trust Managed Municipal

$10,301

MeasureMMMAFMB

Fee0.40%0.39%

Cost on $10k a year$40$39

Yield3.71%3.73%

5 years, per year[…]+0.6%

3 years, per year[…]+4.6%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]3.6%

1–0measures won
FMB first

Nov 6, 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$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MMMA, FMB, SGOV

Today

[…]holdings […]

MMMAFMBSGOV

MMMA—[…][…]

FMB[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

FMB$373 − $39 = $334

MMMA$371 − $40 = $331

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee