MMMA vs MUB

AMMMA

BMUB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,373MUB

Lowest cost0.05%MUB · $5 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]MMMA and MUB

MMMA

MUB

NYLI MacKay Muni Allocation ETF · $60MiShares National Muni Bond ETF · $54.7B

[…]3 years · per year[…] · $11,374+4.4%

[…]5 years · per year[…] · $10,373+0.7%

0.40%Expense ratio$40 · $5 on $10k · lower wins0.05%

3.74%12-mo yield$374 · $328 on $10k3.28%

[…]Worst dropSmaller wins−6.3%

[…]VolatilityLower wins3.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMMMA · MUB

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

Held in common[…]

End-of-day Nov 4, 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	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$60M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$60M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MMMA vs MUB

MMMA

NYLI MacKay Muni Allocation

[…]

MUB

iShares National Muni Bond

$10,373

MeasureMMMAMUB

Fee0.40%0.05%

Cost on $10k a year$40$5

Yield3.74%3.28%

5 years, per year[…]+0.7%

3 years, per year[…]+4.4%

Worst drop · 1Y[…]−6.3%

Volatility · 1Y[…]3.7%

1–1measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MMMA, MUB

Today

[…]holdings […]

MMMAMUB

MMMA—[…]

MUB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$334most kept, MMMA

MMMA$374 − $40 = $334

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee