MMMA vs SCMB

AMMMA

BSCMB

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,888AGG

Lowest cost0.03%SCMB · $3 on $10k

Most income4.15%AGG · $415 on $10k

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

Held in common[…]MMMA and SCMB

NYLI MacKay Muni Allocation ETF · $60MSchwab Municipal Bond ETF · $4.1B

[…]3 years · per year[…] · $11,175+3.8%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

3.72%12-mo yield$372 · $360 on $10k3.60%

Cards for this view

MMMA

NYLI MacKay Muni Allocation

[…]

SCMB

Schwab Municipal Bond

[…]

MeasureMMMASCMB

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield3.72%3.60%

5 years, per year[…][…]

3 years, per year[…]+3.8%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]3.9%

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.72%	−0.4%	+3.0%	new	new	new	[…]	$60M
3	BSCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.60%	−0.4%	+0.1%	+0.5%	+3.8%	new	−6.7%	$4.1B

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.72%	−0.4%	+3.0%	new	new	new	[…]	$60M
3	BSCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.60%	−0.4%	+0.1%	+0.5%	+3.8%	new	−6.7%	$4.1B

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