ZTAX vs MMMA5YZTAXZTAXAvsBMMMAMMMAX-Square Municipal Income ETF · $5MNYLI MacKay Muni Allocation ETF · $59MReturns · dividends in+1.8%3 years · per year$10,564 · […][…][…]5 years · per year[…]Cost and income0.92%Expense ratio$92 · $40 on $10k · lower wins0.40%5.00%12-mo yield$500 · $377 on $10k3.77%Risk · 1 year
$10,000 in ZTAX, MMMA, SGOV5Y$10k startSGOV $12.1kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: ZTAX, MMMA, SGOVToday[…]holdings […]ZTAXMMMASGOVZTAX—[…][…]MMMA[…]—[…]SGOV[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ZTAX vs MMMA5YAZTAXX-Square Municipal Income[…]vsMMMABNYLI MacKay Muni Allocation[…]MeasureZTAXMMMAFee0.92%0.40%Cost on $10k a year$92$40Yield5.00%3.77%5 years, per year[…][…]3 years, per year+1.8%[…]Worst drop · 1Y−23.8%[…]Volatility · 1Y35.5%[…]
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%+3.8%+4.5%+3.9%−0.0%$117.2B2AZTAXX-Square Municipal Income ETFReadDesk0.92%5.00%0.0%−5.1%−3.4%+1.8%new−23.8%$5M3BMMMANYLI MacKay Muni Allocation ETFReadDesk0.40%3.77%−0.5%+1.9%newnewnew[…]$59MEnd-of-day Nov 13, 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%+3.8%+4.5%+3.9%−0.0%$117.2B2AZTAXX-Square Municipal Income ETFReadDesk0.92%5.00%0.0%−5.1%−3.4%+1.8%new−23.8%$5M3BMMMANYLI MacKay Muni Allocation ETFReadDesk0.40%3.77%−0.5%+1.9%newnewnew[…]$59MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.2%Jan 1Nov 13+3.2%+3.2%+3.2%Year to date+3.2%3.6%Yield3.7%$117BAssets$49.3B1–0BIL winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: ZTAX, MMMA, SGOVToday[…]holdings […]ZTAXMMMASGOVZTAX—[…][…]MMMA[…]—[…]SGOV[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$408most kept, ZTAXZTAX$500 − $92 = $408SGOV$363 − $9 = $354MMMA$377 − $40 = $337KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee