Compare · 2 funds side by side · dividends reinvested

CPLB and FBND

CPLBNY Life Investments×FBNDFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,350CPLB · best of the two

02 / 04

CPLB and FBND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.48%+0.3%+0.9%+6.7%+0.7%−4.0%3.7%$495M1.0

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%+0.0%+0.2%+5.5%+0.6%−4.7%4.1%$28.4B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CPLB 2021 · FBND 2014

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay Core Plus Bond ETF · $495M$12,138

CPLB

FBND

Fidelity Total Bond ETF · $28.4B$11,751

$10,000 three years ago, dividends reinvested · they hold 0.0% in common

CPLBMeasureFBND

+0.3%Year to dateJan 1 → Nov 9+0.0%

+0.9%1 yearTotal return+0.2%

+6.7%3 years · per year$10,000 became $12,138 · $11,751+5.5%

+0.7%5 years · per year$10,000 became $10,350 · $10,297+0.6%

0.35%Expense ratio$35 · $36 a year on $10k · lower is better0.36%

5.48%Trailing 12-mo yield$548 · $478 a year on $10k4.78%

−4.0%Worst dropSmaller is better−4.7%

3.7%VolatilityLower is calmer4.1%

CPLBFBND Winner of the row, in its colourEach row: the bigger of the two fills its side

8–0CPLB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPLB vs FBND: Top 5 Holdings

Today

CPLB

0.5%in top 5

FBND

in top 50.0%

CPLBStockFBND

0.4%CASHnot top 5

not top 5NFEGP0.0%

not top 5METAM0.0%

0.0%NINEnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CPLB vs FBND Returns, Every Period

NY Life InvestmentsCPLB

+0.7%

5 years, per year

FBNDFidelity

+0.6%

5 years, per year

CPLBFBNDFaded: behind in that period

4–0CPLB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CPLB vs FBND

YTD

NY Life InvestmentsCPLB

+0.3%

FBNDFidelity

+0.0%

+0.3%Year to date+0.0%

−4.0%Worst drop · 1Y−4.7%

3.7%Volatility · 1Y4.1%

5.5%Yield4.8%

$495MAssets$28.4B

4–0CPLB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPLB, FBND

Today

0.35%lowest, CPLB

FundExpense ratioFee$10k

CPLB0.35%$35

FBND0.36%$36

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CPLB, FBND

5.48%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.48%$548

FBND4.78%$478

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$513most kept, CPLB

CPLB$548 − $35 = $513

FBND$478 − $36 = $442

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CPLB, FBND

Today

0.0%most shared, CPLB and FBND

CPLBFBND

CPLB—0.0%

FBND0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.9%CPLB, at 3.7% volatility

CPLBWorst drop−4.0%3.7% vol

FBNDWorst drop−4.7%4.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CPLBFBND

+0.3%Year to date+0.0%

5.5%Yield4.8%

+0.9%Past year+0.2%

0.35%Fee0.36%

4–0CPLB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026