PMIO vs MMMA

APMIO

BMMMA

Measures won2–0PMIO wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%PMIO · $25 on $10k

Most income3.85%PMIO · $385 on $10k

Smallest drop−4.9%PMIO · worst fall in 1Y

Held in common0.0%PMIO and MMMA

PMIO

MMMA

PGIM Municipal Income Opportunities ETF · $65MNYLI MacKay Muni Allocation ETF · $59M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.25%Expense ratio$25 · $40 on $10k · lower wins0.40%

3.85%12-mo yield$385 · $374 on $10k3.74%

−4.9%Worst dropSmaller wins[…]

2.9%VolatilityLower wins[…]

2–0PMIO wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsPMIO · 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	APMIO	PGIM Municipal Income Opportunities ETFRead Desk		0.25%	3.85%	+0.3%	+1.6%	+2.1%	new	new	−4.9%	$65M
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	APMIO	PGIM Municipal Income Opportunities ETFRead Desk		0.25%	3.85%	+0.3%	+1.6%	+2.1%	new	new	−4.9%	$65M
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

PMIO vs MMMA

PMIO

PGIM Municipal Income Opportunities

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasurePMIOMMMA

Fee0.25%0.40%

Cost on $10k a year$25$40

Yield3.85%3.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−4.9%[…]

Volatility · 1Y2.9%[…]

2–0measures won
PMIO first

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: PMIO, MMMA

Today

0.0%most shared, PMIO and MMMA

PMIOMMMA

PMIO—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

$360most kept, PMIO

PMIO$385 − $25 = $360

MMMA$374 − $40 = $334

KeptFee

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