WTMY vs MMMA

AWTMY

BMMMA

Measures won2–0WTMY wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%WTMY · $35 on $10k

Most income4.07%WTMY · $407 on $10k

Smallest drop−5.9%WTMY · worst fall in 1Y

Held in common[…]WTMY and MMMA

WTMY

MMMA

WisdomTree High Income Laddered Municipal Fund · $5MNYLI MacKay Muni Allocation ETF · $60M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

4.07%12-mo yield$407 · $373 on $10k3.73%

−5.9%Worst dropSmaller wins[…]

3.2%VolatilityLower wins[…]

2–0WTMY wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsWTMY · 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						3Y/yr	5Y/yr
1	AWTMY	WisdomTree High Income Laddered Municipal FundRead Desk		0.35%	4.07%	+0.4%	+0.4%	+0.7%	new	new	−5.9%	$5M
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						3Y/yr	5Y/yr
1	AWTMY	WisdomTree High Income Laddered Municipal FundRead Desk		0.35%	4.07%	+0.4%	+0.4%	+0.7%	new	new	−5.9%	$5M
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

WTMY vs MMMA

WTMY

WisdomTree High Income Laddered Municipal Fund

[…]

MMMA

NYLI MacKay Muni Allocation

[…]

MeasureWTMYMMMA

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield4.07%3.73%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−5.9%[…]

Volatility · 1Y3.2%[…]

2–0measures won
WTMY 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: WTMY, MMMA

Today

[…]holdings […]

WTMYMMMA

WTMY—[…]

MMMA[…]—

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

Income After Fees on $10,000

$372most kept, WTMY

WTMY$407 − $35 = $372

MMMA$373 − $40 = $333

KeptFee

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