NUMI vs MMMA

ANUMI

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.30%NUMI · $30 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−7.3%NUMI · worst fall in 1Y

Held in common0.0%NUMI and MMMA

NUMI

MMMA

Nuveen Municipal Income · $92MNYLI MacKay Muni Allocation ETF · $59M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.30%Expense ratio$30 · $40 on $10k · lower wins0.40%

3.48%12-mo yield$348 · $374 on $10k3.74%

−7.3%Worst dropSmaller wins[…]

4.3%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsNUMI · MMMA

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

Held in common0.0%

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						3Y/yr	5Y/yr
1	ANUMI	Nuveen Municipal IncomeRead Desk		0.30%	3.48%	+0.4%	−0.1%	+0.6%	new	new	−7.3%	$92M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

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						3Y/yr	5Y/yr
1	ANUMI	Nuveen Municipal IncomeRead Desk		0.30%	3.48%	+0.4%	−0.1%	+0.6%	new	new	−7.3%	$92M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$59M

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

NUMI vs MMMA

NUMI

Nuveen Municipal Income

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureNUMIMMMA

Fee0.30%0.40%

Cost on $10k a year$30$40

Yield3.48%3.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−7.3%[…]

Volatility · 1Y4.3%[…]

1–1measures won
level

0.0%

holdings shared

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NUMI, MMMA

Today

0.0%most shared, NUMI and MMMA

NUMIMMMA

NUMI—0.0%

MMMA0.0%—

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

Income After Fees on $10,000

$334most kept, MMMA

MMMA$374 − $40 = $334

NUMI$348 − $30 = $318

KeptFee

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