MUNI vs MMMA

AMUNI

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,718MUNI

Lowest cost0.35%MUNI · $35 on $10k

Most income3.71%MMMA · $371 on $10k

Smallest drop−5.8%MUNI · worst fall in 1Y

Held in common[…]MUNI and MMMA

MUNI

MMMA

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund · $3.7BNYLI MacKay Muni Allocation ETF · $60M

+4.9%3 years · per year$11,546 · […][…]

+1.4%5 years · per year$10,718 · […][…]

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

3.29%12-mo yield$329 · $371 on $10k3.71%

−5.8%Worst dropSmaller wins[…]

3.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsMUNI · MMMA

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

Held in common[…]

End-of-day Nov 6, 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	AMUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded FundRead Desk		0.35%	3.29%	+0.2%	+1.3%	+1.8%	+4.9%	+1.4%	−5.8%	$3.7B
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded FundRead Desk		0.35%	3.29%	+0.2%	+1.3%	+1.8%	+4.9%	+1.4%	−5.8%	$3.7B
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUNI vs MMMA

MUNI

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

$10,718

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureMUNIMMMA

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield3.29%3.71%

5 years, per year+1.4%[…]

3 years, per year+4.9%[…]

Worst drop · 1Y−5.8%[…]

Volatility · 1Y3.1%[…]

1–1measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MUNI, MMMA

Today

[…]holdings […]

MUNIMMMA

MUNI—[…]

MMMA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$331most kept, MMMA

MMMA$371 − $40 = $331

MUNI$329 − $35 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee