MMSD vs MUB

AMMSD

BMUB

Measures won3–1MMSD wins · of 6 · 5Y

$10,000 · 5Y$10,373MUB

Lowest cost0.05%MUB · $5 on $10k

Most income3.63%MMSD · $363 on $10k

Smallest drop−2.5%MMSD · worst fall in 1Y

Held in common[…]MMSD and MUB

MMSD

MUB

NYLI MacKay Muni Short Duration ETF · $87MiShares National Muni Bond ETF · $54.7B

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

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

0.25%Expense ratio$25 · $5 on $10k · lower wins0.05%

3.63%12-mo yield$363 · $328 on $10k3.28%

−2.5%Worst dropSmaller wins−6.3%

2.2%VolatilityLower wins3.7%

3–1MMSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMSD · 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	AMMSD	NYLI MacKay Muni Short Duration ETFRead Desk		0.25%	3.63%	0.0%	+1.8%	+2.5%	new	new	−2.5%	$87M

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	AMMSD	NYLI MacKay Muni Short Duration ETFRead Desk		0.25%	3.63%	0.0%	+1.8%	+2.5%	new	new	−2.5%	$87M

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

MMSD vs MUB

MMSD

NYLI MacKay Muni Short Duration

[…]

MUB

iShares National Muni Bond

$10,373

MeasureMMSDMUB

Fee0.25%0.05%

Cost on $10k a year$25$5

Yield3.63%3.28%

5 years, per year[…]+0.7%

3 years, per year[…]+4.4%

Worst drop · 1Y−2.5%−6.3%

Volatility · 1Y2.2%3.7%

3–1measures won
MMSD first

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: MMSD, MUB

Today

[…]holdings […]

MMSDMUB

MMSD—[…]

MUB[…]—

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

Income After Fees on $10,000

$338most kept, MMSD

MMSD$363 − $25 = $338

MUB$328 − $5 = $323

KeptFee

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