PZT vs MMMA

APZT

BMMMA

Measures won2–0PZT wins · of 6 · 5Y

$10,000 · 5Y$9,746PZT

Lowest cost0.28%PZT · $28 on $10k

Most income3.94%PZT · $394 on $10k

Smallest drop−10.0%PZT · worst fall in 1Y

Held in common[…]PZT and MMMA

PZT

MMMA

Invesco New York AMT-Free Municipal Bond ETF · $128MNYLI MacKay Muni Allocation ETF · $60M

+4.8%3 years · per year$11,527 · […][…]

−0.5%5 years · per year$9,746 · […][…]

0.28%Expense ratio$28 · $40 on $10k · lower wins0.40%

3.94%12-mo yield$394 · $373 on $10k3.73%

−10.0%Worst dropSmaller wins[…]

6.1%VolatilityLower wins[…]

2–0PZT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPZT · MMMA

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

Held in common[…]

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	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.94%	+0.3%	−0.4%	−0.8%	+4.8%	−0.5%	−10.0%	$128M
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	APZT	Invesco New York AMT-Free Municipal Bond ETFRead Desk		0.28%	3.94%	+0.3%	−0.4%	−0.8%	+4.8%	−0.5%	−10.0%	$128M
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

PZT vs MMMA

PZT

Invesco New York AMT-Free Municipal Bond

$9,746

MMMA

NYLI MacKay Muni Allocation

[…]

MeasurePZTMMMA

Fee0.28%0.40%

Cost on $10k a year$28$40

Yield3.94%3.73%

5 years, per year−0.5%[…]

3 years, per year+4.8%[…]

Worst drop · 1Y−10.0%[…]

Volatility · 1Y6.1%[…]

2–0measures won
PZT first

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PZT, MMMA

Today

[…]holdings […]

PZTMMMA

PZT—[…]

MMMA[…]—

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

Income After Fees on $10,000

$366most kept, PZT

PZT$394 − $28 = $366

MMMA$373 − $40 = $333

KeptFee

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