VTEC vs MMMA

AVTEC

BMMMA

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,806AGG

Lowest cost0.03%AGG · $3 on $10k

Most income4.18%AGG · $418 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]VTEC and MMMA

Vanguard California Tax-Exempt Bond ETF · $3.6BNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.06%Expense ratio$6 · $40 on $10k · lower wins0.40%

3.20%12-mo yield$320 · $375 on $10k3.75%

−6.4%

Cards for this view

VTEC

Vanguard California Tax-Exempt Bond

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureVTECMMMA

Fee0.06%0.40%

Cost on $10k a year$6$40

Yield3.20%3.75%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−6.4%[…]

Volatility · 1Y3.5%[…]

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	AVTEC	Vanguard California Tax-Exempt Bond ETFRead Desk	0.06%	3.20%	−0.7%	−0.5%	−0.3%	new	new	−6.4%	$3.6B
3	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

#
1	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
2	AVTEC	Vanguard California Tax-Exempt Bond ETFRead Desk	0.06%	3.20%	−0.7%	−0.5%	−0.3%	new	new	−6.4%	$3.6B
3	BMMMA	NYLI MacKay Muni Allocation ETFRead Desk	0.40%	3.75%	−0.9%	+2.4%	new	new	new	[…]	$60M

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