MMMA vs IBMP

AMMMA

BIBMP

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,416IBMP

Lowest cost0.10%IBMP · $10 on $10k

Most income3.71%MMMA · $371 on $10k

Smallest drop−0.6%IBMP · worst fall in 1Y

Held in common[…]MMMA and IBMP

MMMA

IBMP

NYLI MacKay Muni Allocation ETF · $60MiShares iBonds Dec 2027 Term Muni Bond ETF · $684M

[…]3 years · per year[…] · $11,128+3.6%

[…]5 years · per year[…] · $10,416+0.8%

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

3.71%12-mo yield$371 · $255 on $10k2.55%

[…]Worst dropSmaller wins−0.6%

[…]VolatilityLower wins1.0%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMMMA · IBMP

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

Both

5Y2 funds

#			Trend
1	BIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	−0.2%	+1.6%	+2.4%	+3.6%	+0.8%	−0.6%	$684M
2	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

Both

5Y2 funds

#			Trend
1	BIBMP	iShares iBonds Dec 2027 Term Muni Bond ETFRead Desk		0.10%	2.55%	−0.2%	+1.6%	+2.4%	+3.6%	+0.8%	−0.6%	$684M
2	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 IBMP

MMMA

NYLI MacKay Muni Allocation

[…]

IBMP

iShares iBonds Dec 2027 Term Muni Bond

$10,416

MeasureMMMAIBMP

Fee0.40%0.10%

Cost on $10k a year$40$10

Yield3.71%2.55%

5 years, per year[…]+0.8%

3 years, per year[…]+3.6%

Worst drop · 1Y[…]−0.6%

Volatility · 1Y[…]1.0%

1–1measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MMMA, IBMP

Today

[…]holdings […]

MMMAIBMP

MMMA—[…]

IBMP[…]—

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

Income After Fees on $10,000

$331most kept, MMMA

MMMA$371 − $40 = $331

IBMP$255 − $10 = $245

KeptFee

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