MMMA vs VYM

MMMA vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricMMMAVYMWinner
Expense Ratio0.35%0.04%
AUM$29M$81.6B
Dividend Yield2.68%2.24%
Holdings50613
YTD Return+1.45%+14.87%
1Y Return-+21.39%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+11.98%
Volatility (annualized)-14.5%
Max Drawdown-2.8%-58.8%
Fund FamilyNew York Life InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 16, 2025Nov 10, 2006

MMMA vs VYM Performance

NYLI MacKay Muni Allocation ETF (MMMA) is a ETF from New York Life Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, MMMA is up 1.45% versus a gain of 14.87% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.8% for MMMA and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

MMMA charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, MMMA currently yields 2.68% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

MMMA and VYM share 0 holdings out of 620 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MMMA or VYM?

MMMA has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

What is the holdings overlap between MMMA and VYM?

MMMA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 620 unique securities.

Which pays a higher dividend, MMMA or VYM?

MMMA yields 2.68% while VYM yields 2.24%, so MMMA currently pays the higher dividend yield.

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