TAXT vs MMMA

ATAXT

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.05%TAXT · $5 on $10k

Most income3.74%MMMA · $374 on $10k

Smallest drop−5.4%TAXT · worst fall in 1Y

Held in common[…]TAXT and MMMA

TAXT

MMMA

Northern Trust Tax-Exempt Bond ETF · $197MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

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

3.18%12-mo yield$318 · $374 on $10k3.74%

−5.4%Worst dropSmaller wins[…]

3.4%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsTAXT · MMMA

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

Held in common[…]

End-of-day Nov 4, 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	ATAXT	Northern Trust Tax-Exempt Bond ETFRead Desk		0.05%	3.18%	+0.5%	+2.1%	+2.8%	new	new	−5.4%	$197M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$60M

End-of-day Nov 4, 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	ATAXT	Northern Trust Tax-Exempt Bond ETFRead Desk		0.05%	3.18%	+0.5%	+2.1%	+2.8%	new	new	−5.4%	$197M
2	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk		0.40%	3.74%	+0.3%	+2.6%	new	new	new	[…]	$60M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAXT vs MMMA

TAXT

Northern Trust Tax-Exempt Bond

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureTAXTMMMA

Fee0.05%0.40%

Cost on $10k a year$5$40

Yield3.18%3.74%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−5.4%[…]

Volatility · 1Y3.4%[…]

1–1measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: TAXT, MMMA

Today

[…]holdings […]

TAXTMMMA

TAXT—[…]

MMMA[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$334most kept, MMMA

MMMA$374 − $40 = $334

TAXT$318 − $5 = $313

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee