TAXS vs MMMA

ATAXS

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.05%TAXS · $5 on $10k

Most income3.75%MMMA · $375 on $10k

Smallest drop−1.9%TAXS · worst fall in 1Y

Held in common[…]TAXS and MMMA

TAXS

MMMA

Northern Trust Short-Term Tax-Exempt Bond ETF · $194MNYLI MacKay Muni Allocation ETF · $59M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.05%Expense ratio$5 · $40 on $10k · lower wins0.40%

2.39%12-mo yield$239 · $375 on $10k3.75%

−1.9%Worst dropSmaller wins[…]

1.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsTAXS · MMMA

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

Held in common[…]

End-of-day Nov 3, 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	ATAXS	Northern Trust Short-Term Tax-Exempt Bond ETFRead Desk		0.05%	2.39%	+0.1%	+1.7%	+2.7%	new	new	−1.9%	$194M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.75%	+0.2%	+2.2%	new	new	new	[…]	$59M

End-of-day Nov 3, 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	ATAXS	Northern Trust Short-Term Tax-Exempt Bond ETFRead Desk		0.05%	2.39%	+0.1%	+1.7%	+2.7%	new	new	−1.9%	$194M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.75%	+0.2%	+2.2%	new	new	new	[…]	$59M

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

Cards for this view

TAXS vs MMMA

TAXS

Northern Trust Short-Term Tax-Exempt Bond

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureTAXSMMMA

Fee0.05%0.40%

Cost on $10k a year$5$40

Yield2.39%3.75%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−1.9%[…]

Volatility · 1Y1.4%[…]

1–1measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TAXS, MMMA

Today

[…]holdings […]

TAXSMMMA

TAXS—[…]

MMMA[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$335most kept, MMMA

MMMA$375 − $40 = $335

TAXS$239 − $5 = $234

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee