TAXE vs MMMA

ATAXE

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.24%TAXE · $24 on $10k

Most income3.71%MMMA · $371 on $10k

Smallest drop−5.5%TAXE · worst fall in 1Y

Held in common[…]TAXE and MMMA

TAXE

MMMA

T. Rowe Price Intermediate Municipal Income ETF · $428MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.24%Expense ratio$24 · $40 on $10k · lower wins0.40%

3.69%12-mo yield$369 · $371 on $10k3.71%

−5.5%Worst dropSmaller wins[…]

3.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsTAXE · MMMA

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

Held in common[…]

End-of-day Nov 9, 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	ATAXE	T. Rowe Price Intermediate Municipal Income ETFRead Desk		0.24%	3.69%	+0.1%	+1.9%	+2.4%	new	new	−5.5%	$428M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	0.0%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 9, 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	ATAXE	T. Rowe Price Intermediate Municipal Income ETFRead Desk		0.24%	3.69%	+0.1%	+1.9%	+2.4%	new	new	−5.5%	$428M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.71%	0.0%	+3.5%	new	new	new	[…]	$60M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAXE vs MMMA

TAXE

T. Rowe Price Intermediate Municipal Income

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureTAXEMMMA

Fee0.24%0.40%

Cost on $10k a year$24$40

Yield3.69%3.71%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−5.5%[…]

Volatility · 1Y3.1%[…]

1–0measures won
TAXE first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TAXE, MMMA

Today

[…]holdings […]

TAXEMMMA

TAXE—[…]

MMMA[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$345most kept, TAXE

TAXE$369 − $24 = $345

MMMA$371 − $40 = $331

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee