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Fidelity made investors more money ($8.3B). NY Life Investments had more funds that made money (82%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · BONDS & CASH | Fidelity | NY Life Investments |
|---|---|---|
| Funds in the category | 16 | 8 |
| Made money (W–L) | 8–4 | 5–0 |
| Win % | 67% | 100% |
| Money made | −$48M | $12M |
| Typical return | +1.0% | +0.2% |
| Launches · 2026 | 4 | 2 |
| Assets | $38.3B | $2.8B |
| Fee per $100 | $0.34 | $0.39 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| FBND | Fidelity Total Bond ETF | $27.9B | −0.6% ✕ |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | $4.5B | +0.4% ✓ |
| FLDR | Fidelity Low Duration Bond Factor ETF | $2.3B | +3.1% ✓ |
| FIGB | Fidelity Investment Grade Bond ETF | $634M | −0.8% ✕ |
| FDHY | Fidelity Enhanced High Yield ETF | $613M | +3.0% ✓ |
| FLTB | Fidelity Limited Term Bond ETF | $480M | +1.4% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| MMIT | NYLI MacKay Muni Intermediate ETF | $1.4B | +0.6% ✓ |
| MMIN | NYLI MacKay Muni Insured ETF | $572M | +0.1% ✓ |
| CPLB | NYLI MacKay Core Plus Bond ETF | $493M | +0.2% ✓ |
| MMSD | NYLI MacKay Muni Short Duration ETF | $87M | +2.1% ✓ |
| MMCA | NYLI MacKay California Muni Intermediate ETF | $85M | +0.0% ✓ |
| MMMA | NYLI MacKay Muni Allocation ETF | $59M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.