MMMA vs OVM

AMMMA

BOVM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$12,095SGOV · OVM $10,502

Lowest cost0.09%SGOV · $9 on $10k

Most income5.77%OVM · $577 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common0.0%MMMA and OVM

NYLI MacKay Muni Allocation ETF · $60MOverlay Shares Municipal Bond ETF · $47M

[…]3 years · per year[…] · $11,745+5.5%

[…]5 years · per year[…] · $10,502+1.0%

0.40%Expense ratio$40 · $81 on $10k · lower wins0.81%

3.75%12-mo yield$375 · $577 on $10k5.77%

Cards for this view

MMMA

NYLI MacKay Muni Allocation

[…]

OVM

Overlay Shares Municipal Bond

$10,502

MeasureMMMAOVM

Fee0.40%0.81%

Cost on $10k a year$40$81

Yield3.75%5.77%

5 years, per year[…]+1.0%

3 years, per year[…]+5.5%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]5.8%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
2	BOVM	Overlay Shares Municipal Bond ETFRead Desk	0.81%	5.77%	−0.8%	+1.8%	+2.3%	+5.5%	+1.0%	−6.4%	$47M
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
2	BOVM	Overlay Shares Municipal Bond ETFRead Desk	0.81%	5.77%	−0.8%	+1.8%	+2.3%	+5.5%	+1.0%	−6.4%	$47M
3	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

Loading…