SHYM vs MMMA

ASHYM

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$10,538SHYM

Lowest cost0.40%MMMA · $40 on $10k

Most income4.28%SHYM · $428 on $10k

Smallest drop−4.7%SHYM · worst fall in 1Y

Held in common[…]SHYM and MMMA

SHYM

MMMA

iShares Short Duration High Yield Muni Active ETF · $921MNYLI MacKay Muni Allocation ETF · $60M

+8.0%3 years · per year$12,593 · […][…]

+1.1%5 years · per year$10,538 · […][…]

0.42%Expense ratio$42 · $40 on $10k · lower wins0.40%

4.28%12-mo yield$428 · $373 on $10k3.73%

−4.7%Worst dropSmaller wins[…]

3.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHYM · 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	ASHYM	iShares Short Duration High Yield Muni Active ETFRead Desk		0.42%	4.28%	+0.4%	+2.2%	+2.8%	+8.0%	+1.1%	−4.7%	$921M
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	ASHYM	iShares Short Duration High Yield Muni Active ETFRead Desk		0.42%	4.28%	+0.4%	+2.2%	+2.8%	+8.0%	+1.1%	−4.7%	$921M
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

SHYM vs MMMA

SHYM

iShares Short Duration High Yield Muni Active

$10,538

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureSHYMMMMA

Fee0.42%0.40%

Cost on $10k a year$42$40

Yield4.28%3.73%

5 years, per year+1.1%[…]

3 years, per year+8.0%[…]

Worst drop · 1Y−4.7%[…]

Volatility · 1Y3.2%[…]

1–1measures won
level

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: SHYM, MMMA

Today

[…]holdings […]

SHYMMMMA

SHYM—[…]

MMMA[…]—

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

Income After Fees on $10,000

$386most kept, SHYM

SHYM$428 − $42 = $386

MMMA$373 − $40 = $333

KeptFee

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