TAXF vs MMMA

ATAXF

BMMMA

Measures won2–0TAXF wins · of 6 · 5Y

$10,000 · 5Y$10,463TAXF

Lowest cost0.25%TAXF · $25 on $10k

Most income3.91%TAXF · $391 on $10k

Smallest drop−6.8%TAXF · worst fall in 1Y

Held in common[…]TAXF and MMMA

TAXF

MMMA

American Century Diversified Municipal Bond ETF · $766MNYLI MacKay Muni Allocation ETF · $60M

+5.1%3 years · per year$11,612 · […][…]

+0.9%5 years · per year$10,463 · […][…]

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

3.91%12-mo yield$391 · $373 on $10k3.73%

−6.8%Worst dropSmaller wins[…]

4.1%VolatilityLower wins[…]

2–0TAXF wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAXF · 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	ATAXF	American Century Diversified Municipal Bond ETFRead Desk		0.25%	3.91%	+0.1%	+0.7%	+1.0%	+5.1%	+0.9%	−6.8%	$766M
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	ATAXF	American Century Diversified Municipal Bond ETFRead Desk		0.25%	3.91%	+0.1%	+0.7%	+1.0%	+5.1%	+0.9%	−6.8%	$766M
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

TAXF vs MMMA

TAXF

American Century Diversified Municipal Bond

$10,463

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureTAXFMMMA

Fee0.25%0.40%

Cost on $10k a year$25$40

Yield3.91%3.73%

5 years, per year+0.9%[…]

3 years, per year+5.1%[…]

Worst drop · 1Y−6.8%[…]

Volatility · 1Y4.1%[…]

2–0measures won
TAXF 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: TAXF, MMMA

Today

[…]holdings […]

TAXFMMMA

TAXF—[…]

MMMA[…]—

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

Income After Fees on $10,000

$366most kept, TAXF

TAXF$391 − $25 = $366

MMMA$373 − $40 = $333

KeptFee

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