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MMMA vs. INMU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MMMA vs. INMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NYLI MacKay Muni Allocation ETF (MMMA) and BlackRock Intermediate Muni Income Bond ETF (INMU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MMMA achieves a 3.87% return, which is significantly higher than INMU's 2.19% return.


MMMA

1D
0.06%
1M
1.21%
YTD
3.87%
6M
4.11%
1Y
3Y*
5Y*
10Y*

INMU

1D
-0.04%
1M
1.15%
YTD
2.19%
6M
2.32%
1Y
7.02%
3Y*
4.71%
5Y*
1.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MMMA vs. INMU - Yearly Performance Comparison


Correlation

The correlation between MMMA and INMU is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 16, 2025

0.67

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Return for Risk

MMMA vs. INMU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MMMA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


INMU
INMU Risk / Return Rank: 8181
Overall Rank
INMU Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
INMU Sortino Ratio Rank: 9494
Sortino Ratio Rank
INMU Omega Ratio Rank: 9595
Omega Ratio Rank
INMU Calmar Ratio Rank: 6464
Calmar Ratio Rank
INMU Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MMMA vs. INMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NYLI MacKay Muni Allocation ETF (MMMA) and BlackRock Intermediate Muni Income Bond ETF (INMU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MMMAINMUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.64

Calmar ratioReturn relative to maximum drawdown

2.73

Martin ratioReturn relative to average drawdown

9.19

MMMA vs. INMU - Sharpe Ratio Comparison


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Drawdowns

MMMA vs. INMU - Drawdown Comparison

The maximum MMMA drawdown since its inception was -2.79%, smaller than the maximum INMU drawdown of -10.67%. Use the drawdown chart below to compare losses from any high point for MMMA and INMU.


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Drawdown Indicators


MMMAINMUDifference

Max Drawdown

Largest peak-to-trough decline

-2.79%

-10.67%

+7.88%

Max Drawdown (1Y)

Largest decline over 1 year

-2.58%

Max Drawdown (3Y)

Largest decline over 3 years

-4.88%

Max Drawdown (5Y)

Largest decline over 5 years

-10.67%

Current Drawdown

Current decline from peak

0.00%

-0.21%

+0.21%

Average Drawdown

Average peak-to-trough decline

-0.54%

-2.78%

+2.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

Volatility

MMMA vs. INMU - Volatility Comparison


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Volatility by Period


MMMAINMUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.62%

Volatility (6M)

Calculated over the trailing 6-month period

1.91%

Volatility (1Y)

Calculated over the trailing 1-year period

4.00%

2.47%

+1.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.00%

3.61%

+0.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.00%

3.53%

+0.47%

MMMA vs. INMU - Expense Ratio Comparison

MMMA has a 0.35% expense ratio, which is higher than INMU's 0.30% expense ratio.


Dividends

MMMA vs. INMU - Dividend Comparison

MMMA's dividend yield for the trailing twelve months is around 1.94%, less than INMU's 3.34% yield.


PositionTTM20252024202320222021
INMU
BlackRock Intermediate Muni Income Bond ETF
3.34%3.48%3.47%3.44%1.92%1.14%
MMMA
NYLI MacKay Muni Allocation ETF
1.94%0.17%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MMMA and INMU have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, INMU is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

INMU is cheaper with a 0.30% expense ratio, compared with 0.35% for MMMA.

INMU has the higher dividend yield at 3.34%, compared with 1.94% for MMMA.

They also come from different issuers: NYLI and BlackRock. Their fees differ too: 0.35% for MMMA and 0.30% for INMU.

Portfolio Optimizer

Find the right allocation for MMMA and INMU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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