MMMA vs JMUB

AMMMA

BJMUB

Measures won0–2JMUB wins · of 6 · 5Y

$10,000 · 5Y$10,543JMUB · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income4.15%AGG · $415 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]MMMA and JMUB

MMMA

JMUB

NYLI MacKay Muni Allocation ETF · $59MJPMorgan Municipal ETF · $9.0B

[…]3 years · per year[…] · $11,421+4.5%

[…]5 years · per year[…] · $10,543+1.1%

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

3.75%12-mo yield$375 · $382 on $10k3.82%

[…]Worst dropSmaller wins−5.9%

[…]VolatilityLower wins3.4%

0–2JMUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMMA · JMUB

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

All Three

5Y3 funds

#
1	BJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.82%	0.0%	0.0%	+0.3%	+4.5%	+1.1%	−5.9%	$9.0B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	+0.2%	+2.2%	new	new	new	[…]	$59M

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

All Three

5Y3 funds

#
1	BJMUB	JPMorgan Municipal ETFRead Desk	0.18%	3.82%	0.0%	0.0%	+0.3%	+4.5%	+1.1%	−5.9%	$9.0B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	+0.2%	+2.2%	new	new	new	[…]	$59M

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 JMUB

MMMA

NYLI MacKay Muni Allocation

[…]

JMUB

JPMorgan Municipal

$10,543

MeasureMMMAJMUB

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield3.75%3.82%

5 years, per year[…]+1.1%

3 years, per year[…]+4.5%

Worst drop · 1Y[…]−5.9%

Volatility · 1Y[…]3.4%

1–0measures won
JMUB first

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

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

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

Overlap: MMMA, JMUB, AGG

Today

[…]holdings […]

MMMAJMUBAGG

MMMA—[…][…]

JMUB[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

JMUB$382 − $18 = $364

MMMA$375 − $40 = $335

KeptFee

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