TAFM vs MMMA

ATAFM

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.28%TAFM · $28 on $10k

Most income3.71%MMMA · $371 on $10k

Smallest drop−6.6%TAFM · worst fall in 1Y

Held in common[…]TAFM and MMMA

TAFM

MMMA

Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF · $1.2BNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

3.68%12-mo yield$368 · $371 on $10k3.71%

−6.6%Worst dropSmaller wins[…]

3.8%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsTAFM · MMMA

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

Held in common[…]

End-of-day Nov 6, 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	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.68%	+0.4%	+1.2%	+1.7%	new	new	−6.6%	$1.2B
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 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	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.68%	+0.4%	+1.2%	+1.7%	new	new	−6.6%	$1.2B
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	+0.8%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAFM vs MMMA

TAFM

Alliance Bernstein - AB Tax-Aware Intermediate Municipal

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureTAFMMMMA

Fee0.28%0.40%

Cost on $10k a year$28$40

Yield3.68%3.71%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−6.6%[…]

Volatility · 1Y3.8%[…]

1–0measures won
TAFM first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TAFM, MMMA

Today

[…]holdings […]

TAFMMMMA

TAFM—[…]

MMMA[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, TAFM

TAFM$368 − $28 = $340

MMMA$371 − $40 = $331

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee