MMMA vs TFI

AMMMA

BTFI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,942TFI

Lowest cost0.23%TFI · $23 on $10k

Most income3.73%MMMA · $373 on $10k

Smallest drop−6.9%TFI · worst fall in 1Y

Held in common[…]MMMA and TFI

MMMA

TFI

NYLI MacKay Muni Allocation ETF · $60MState Street SPDR Nuveen ICE Municipal Bond ETF · $2.9B

[…]3 years · per year[…] · $11,379+4.4%

[…]5 years · per year[…] · $9,942−0.1%

0.40%Expense ratio$40 · $23 on $10k · lower wins0.23%

3.73%12-mo yield$373 · $365 on $10k3.65%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins3.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMMMA · TFI

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

Held in common[…]

End-of-day Nov 5, 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	BTFI	State Street SPDR Nuveen ICE Municipal Bond ETFRead Desk		0.23%	3.65%	+0.3%	+0.1%	+0.6%	+4.4%	−0.1%	−6.9%	$2.9B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.73%	+0.1%	+2.7%	new	new	new	[…]	$60M

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

Both

5Y2 funds

#			Trend
1	BTFI	State Street SPDR Nuveen ICE Municipal Bond ETFRead Desk		0.23%	3.65%	+0.3%	+0.1%	+0.6%	+4.4%	−0.1%	−6.9%	$2.9B
2	AMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.73%	+0.1%	+2.7%	new	new	new	[…]	$60M

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

Cards for this view

MMMA vs TFI

MMMA

NYLI MacKay Muni Allocation

[…]

TFI

SPDR Nuveen ICE Municipal Bond

$9,942

MeasureMMMATFI

Fee0.40%0.23%

Cost on $10k a year$40$23

Yield3.73%3.65%

5 years, per year[…]−0.1%

3 years, per year[…]+4.4%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]3.8%

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MMMA, TFI

Today

[…]holdings […]

MMMATFI

MMMA—[…]

TFI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$342most kept, TFI

TFI$365 − $23 = $342

MMMA$373 − $40 = $333

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee