OVM vs MMMA

AOVM

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,540OVM

Lowest cost0.40%MMMA · $40 on $10k

Most income5.78%OVM · $578 on $10k

Smallest drop−6.4%OVM · worst fall in 1Y

Held in common0.0%OVM and MMMA

OVM

MMMA

Overlay Shares Municipal Bond ETF · $46MNYLI MacKay Muni Allocation ETF · $60M

+6.8%3 years · per year$12,180 · […][…]

+1.1%5 years · per year$10,540 · […][…]

0.81%Expense ratio$81 · $40 on $10k · lower wins0.40%

5.78%12-mo yield$578 · $373 on $10k3.73%

−6.4%Worst dropSmaller wins[…]

5.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVM · MMMA

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

Held in common0.0%

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	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.78%	−0.7%	+1.7%	+2.6%	+6.8%	+1.1%	−6.4%	$46M
2	BMMMA	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	AOVM	Overlay Shares Municipal Bond ETFRead Desk		0.81%	5.78%	−0.7%	+1.7%	+2.6%	+6.8%	+1.1%	−6.4%	$46M
2	BMMMA	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

OVM vs MMMA

OVM

Overlay Shares Municipal Bond

$10,540

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureOVMMMMA

Fee0.81%0.40%

Cost on $10k a year$81$40

Yield5.78%3.73%

5 years, per year+1.1%[…]

3 years, per year+6.8%[…]

Worst drop · 1Y−6.4%[…]

Volatility · 1Y5.7%[…]

1–1measures won
level

0.0%

holdings shared

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: OVM, MMMA

Today

0.0%most shared, OVM and MMMA

OVMMMMA

OVM—0.0%

MMMA0.0%—

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

Income After Fees on $10,000

$497most kept, OVM

OVM$578 − $81 = $497

MMMA$373 − $40 = $333

KeptFee

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