Compare · 2 funds side by side · dividends reinvested

CPLB and BIV

CPLBNY Life Investments×BIVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,309CPLB · best of the two

02 / 04

CPLB and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.49%+0.1%+0.9%+7.1%+0.6%−4.0%3.7%$493M1.1

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.47%−1.0%−0.3%+5.8%+0.1%−5.4%4.3%$28.1B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: CPLB 2021 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay Core Plus Bond ETF · $493M$10,309

CPLB

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,047

$10,000 five years ago, dividends reinvested

CPLBMeasureBIV

+0.1%Year to dateJan 1 → Nov 4−1.0%

+0.9%1 yearTotal return−0.3%

+7.1%3 years · per year$10,000 became $12,269 · $11,836+5.8%

+0.6%5 years · per year$10,000 became $10,309 · $10,047+0.1%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

5.49%Trailing 12-mo yield$549 · $447 a year on $10k4.47%

−4.0%Worst dropSmaller is better−5.4%

3.7%VolatilityLower is calmer4.3%

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

7–1CPLB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CPLB vs BIV: Top 5 Holdings

Today

CPLB

0.1%in top 5

BIV

in top 5[…]

CPLBStockBIV

0.1%CASHnot top 5

0.0%NINEnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CPLB vs BIV Returns, Every Period

NY Life InvestmentsCPLB

+0.6%

5 years, per year

BIVVanguard

+0.1%

5 years, per year

CPLBBIVFaded: behind in that period

4–0CPLB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CPLB vs BIV

YTD

NY Life InvestmentsCPLB

+0.1%

BIVVanguard

−1.0%

+0.1%Year to date−1.0%

−4.0%Worst drop · 1Y−5.4%

3.7%Volatility · 1Y4.3%

5.5%Yield4.5%

$493MAssets$28.1B

4–0CPLB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPLB, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

CPLB0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CPLB, BIV

5.49%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.49%$549

BIV4.47%$447

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$514most kept, CPLB

CPLB$549 − $35 = $514

BIV$447 − $3 = $444

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CPLB, BIV

Today

[…]holdings […]

CPLBBIV

CPLB—[…]

BIV[…]—

End-of-day Nov 4, 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

BIVWorst drop−5.4%4.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CPLBBIV

+0.1%Year to date−1.0%

5.5%Yield4.5%

+0.9%Past year−0.3%

0.35%Fee0.03%

3–1CPLB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026