MMMA vs INTM

AMMMA

BINTM

Measures won0–2INTM wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%INTM · $35 on $10k

Most income3.79%INTM · $379 on $10k

Smallest drop−5.6%INTM · worst fall in 1Y

Held in common[…]MMMA and INTM

MMMA

INTM

NYLI MacKay Muni Allocation ETF · $59MInvesco Actively Managed Exchange-Traded Fund Trust - Invesco Intermediate Municipal ETF · $105M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

3.75%12-mo yield$375 · $379 on $10k3.79%

[…]Worst dropSmaller wins−5.6%

[…]VolatilityLower wins3.7%

0–2INTM wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMMMA · INTM

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

Held in common[…]

End-of-day Nov 3, 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						3Y/yr	5Y/yr
1	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.75%	+0.2%	+2.2%	new	new	new	[…]	$59M
2	BINTM	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Intermediate Municipal ETFRead Desk		0.35%	3.79%	0.0%	+0.1%	+0.9%	new	new	−5.6%	$105M

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.75%	+0.2%	+2.2%	new	new	new	[…]	$59M
2	BINTM	Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Intermediate Municipal ETFRead Desk		0.35%	3.79%	0.0%	+0.1%	+0.9%	new	new	−5.6%	$105M

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

Cards for this view

MMMA vs INTM

MMMA

NYLI MacKay Muni Allocation

[…]

INTM

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Intermediate Municipal

[…]

MeasureMMMAINTM

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield3.75%3.79%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−5.6%

Volatility · 1Y[…]3.7%

1–0measures won
INTM first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MMMA, INTM

Today

[…]holdings […]

MMMAINTM

MMMA—[…]

INTM[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$344most kept, INTM

INTM$379 − $35 = $344

MMMA$375 − $40 = $335

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee