WTMY vs MMMA5YWTMYWTMYAvsBMMMAMMMAWisdomTree High Income Laddered Municipal Fund · $5MNYLI MacKay Muni Allocation ETF · $60MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%4.06%12-mo yield$406 · $371 on $10k3.71%Risk · 1 year
$10,000 in WTMY, MMMA, SGOV5Y$10k startSGOV $12.1kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: WTMY, MMMA, SGOVToday[…]holdings […]WTMYMMMASGOVWTMY—[…][…]MMMA[…]—[…]SGOV[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
WTMY vs MMMA5YAWTMYWisdomTree High Income Laddered Municipal Fund[…]vsMMMABNYLI MacKay Muni Allocation[…]MeasureWTMYMMMAFee0.35%0.40%Cost on $10k a year$35$40Yield4.06%3.71%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−5.9%[…]Volatility · 1Y3.2%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.9B2AWTMYWisdomTree High Income Laddered Municipal FundReadDesk0.35%4.06%0.0%+0.6%+0.8%newnew−5.9%$5M3BMMMANYLI MacKay Muni Allocation ETFReadDesk0.40%3.71%+0.3%+3.3%newnewnew[…]$60MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.9B2AWTMYWisdomTree High Income Laddered Municipal FundReadDesk0.35%4.06%0.0%+0.6%+0.8%newnew−5.9%$5M3BMMMANYLI MacKay Muni Allocation ETFReadDesk0.40%3.71%+0.3%+3.3%newnewnew[…]$60MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 11+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$117BAssets$49.3B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: WTMY, MMMA, SGOVToday[…]holdings […]WTMYMMMASGOVWTMY—[…][…]MMMA[…]—[…]SGOV[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$371most kept, WTMYWTMY$406 − $35 = $371SGOV$363 − $9 = $354MMMA$371 − $40 = $331KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee