NY Life Investments ETFs: 14 of 17 made money

NY Life Investments’ Total Funds

22 funds · 82% made money

Bonds & cash 8$3.1B · 35%

MMIT+0.9%MMIN+0.2%CPLB+0.3%MMCA+0.1%MMSD+2.5%MMMAnewCLOOnewMMHInew

International 4$2.7B · 31%

HFXI+17.6%IQSI+13.3%NISMnewWRND+8.5%

Unsorted 2$1.3B · 14%

QAI+6.4%MNA+3.4%

US stocks 3$759M · 9%

IQSM+16.9%IWLG−3.3%IWFG−6.2%

Low-cost core 2$750M · 8%

LRND+8.5%IQSU+13.7%

Income 2$273M · 3%

SECR−0.1%IQHI+2.6%

Thematic 1$34.7M · 0%

REIXnew

NY Life Investments ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first

NY Life Investments’ Total Holdings

Today

$8.8Bin 22 funds · 7 categories

CategoryFundsAssets ▼Share

Bonds & cash8$3.1B35%

International4$2.7B31%

Unsorted2$1.3B14%

US stocks3$759M9%

Low-cost core2$750M8%

Income2$273M3%

Thematic1$34.7M0%

NY Life Investments ETFs · current holdings · as of Nov 4, 2026

NY Life Investments’ Share of the ETF Market

Today

0%of all US ETF AUM is in NY Life Investments funds
$8.8B of $16.40T · 22 of 5,803

Low-Cost Core

$4.91T · 73 funds

0%of Low-Cost Core AUM

US Stock Styles

$3.16T · 805 funds

0%of US Stock Styles AUM

Bonds & Cash$2.63T

0%of Bonds & Cash AUM

International$2.28T

0%of International AUM

Income$1.01T

0%of Income AUM

Sectors

$964B

Thematic$388B

0%of Thematic AUM

Commodities

$383B

6 more$674B

0%of 6 more AUM

NY Life Investments’ AUMEveryone elseNo NY Life Investments funds · 2 bucketsTile size = the bucket’s total AUM

NY Life Investments ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM

Top 10 NY Life Investments ETFs

Today

$7.9B · 89% of $8.8B

1HFXINYLI FTSE International Equity Currency Neutral$2.4B

2MMITNYLI MacKay Muni Intermediate$1.6B

3QAINYLI Hedge Multi-Strategy Tracker$990M

4MMINNYLI MacKay Muni Insured$572M

5CPLBNYLI MacKay Core Plus Bond$493M

6IQSMNYLI Candriam U.S. Mid Cap Equity$432M

7LRNDNYLI U.S. Large Cap R&D Leaders$416M

8IQSUNYLI Candriam U.S. Large Cap Equity$334M

9IWLGNYLI Winslow Large Cap Growth$293M

10MNANYLI Merger Arbitrage$260M

NY Life Investments ETFs · 10 of 22 by assets · as of Nov 4, 2026

NY Life Investments’ Best ETFs

+17.6%HFXI, the NYLI FTSE International Equity Currency Neutral fund, led all 17

1HFXINYLI FTSE International Equity Currency Neutral+17.6%

2IQSMNYLI Candriam U.S. Mid Cap Equity+16.9%

3IQSUNYLI Candriam U.S. Large Cap Equity+13.7%

4IQSINYLI Candriam International Equity+13.3%

5WRNDNYLI Global Equity R&D Leaders+8.5%

6LRNDNYLI U.S. Large Cap R&D Leaders+8.5%

7QAINYLI Hedge Multi-Strategy Tracker+6.4%

8MNANYLI Merger Arbitrage+3.4%

9IQHINYLI MacKay High Income+2.6%

10MMSDNYLI MacKay Muni Short Duration+2.5%

NY Life Investments ETFs · past-year returns · as of Nov 4, 2026

NY Life Investments’ 1-Year Record

14–3made money · lost
of 17 with a full year

82% made moneyAll ETFs 74%

Typical returnMiddle fund

NY Life In.+2.6%

All ETFs+6.9%

Best fundHFXI +17.6%

Worst fundIWFG −6.2%

Money made for investors$606M · 47th of 413 issuers

5 funds are under a year old and don’t count yet.

NY Life Investments ETFs · past-year returns · as of Nov 4, 2026

NY Life Investments vs iShares

NY Life Investments22 funds · 42nd by money made

iSharesBlackRock · 482 funds

$606MMoney made$381B

$8.8BAssets$4.63T

$31.7MFees earned$7.5B

82%Win %80%

+2.6%Typical return+8.8%

$0.36Fee per $100$0.16

22Funds482

3Launches 202621

3–1iShares wins

NY Life Investments and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value

NY Life Investments’ ETF Launches

2026

3in 20264in 12 months

May 61 fund

NYLI Investment Grade CLO

CLOO

May 131 fund

NYLI International Small-Mid Cap Equity

NISM

Oct 11 fund

NYLIM MacKay Muni High Income

MMHI

End-of-day Nov 4, 2026

NLNY Life Investments

NY Life Investments