NUMI vs MMMA

ANUMI

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,803BND

Lowest cost0.03%BND · $3 on $10k

Most income4.18%BND · $418 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%NUMI and MMMA

Nuveen Municipal Income · $95MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

3.49%12-mo yield$349 · $375 on $10k3.75%

−7.3%

Cards for this view

NUMI

Nuveen Municipal Income

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureNUMIMMMA

Fee0.30%0.40%

Cost on $10k a year$30$40

Yield3.49%3.75%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−7.3%[…]

Volatility · 1Y4.4%[…]

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	ANUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.49%	−0.9%	−0.2%	0.0%	new	new	−7.3%	$95M
3	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
2	ANUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.49%	−0.9%	−0.2%	0.0%	new	new	−7.3%	$95M
3	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

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