Compare · 3 funds side by side · dividends reinvested

CPLB, BND and AGG

CPLBNY Life Investments×BNDVanguard×AGGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,300CPLB · best of the three

02 / 04

CPLB, BND and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.52%−0.3%+0.3%+6.9%+0.6%−4.0%3.7%$493M1.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.2%−0.1%−4.5%4.0%$161B2.1

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.6%−0.3%+5.3%−0.1%−4.6%4.1%$139B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CPLB 2021 · BND 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay Core Plus Bond ETF · $493M$10,300

CPLB

BND

Vanguard Total Bond Market ETF · $161B$9,944

$10,000 five years ago, dividends reinvested

CPLBMeasureBND

−0.3%Year to dateJan 1 → Nov 3−0.6%

+0.3%1 yearTotal return−0.3%

+6.9%3 years · per year$10,000 became $12,206 · $11,655+5.2%

+0.6%5 years · per year$10,000 became $10,300 · $9,944−0.1%

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

5.52%Trailing 12-mo yield$552 · $415 a year on $10k4.15%

−4.0%Worst dropSmaller is better−4.5%

3.7%VolatilityLower is calmer4.0%

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

7–1CPLB wins

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

More Ways to See the Pairs

CPLB vs BND: Top 5 Holdings

Today

CPLB

0.2%in top 5

BND

in top 5[…]

CPLBStockBND

0.2%CASHnot top 5

0.0%NINEnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CPLB vs BND Returns, Every Period

NY Life InvestmentsCPLB

+0.6%

5 years, per year

BNDVanguard

−0.1%

5 years, per year

CPLBBNDFaded: behind in that period

4–0CPLB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CPLB vs AGG

YTD

NY Life InvestmentsCPLB

−0.3%

AGGiShares

−0.6%

−0.3%Year to date−0.6%

−4.0%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.1%

5.5%Yield4.1%

$493MAssets$139B

4–0CPLB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPLB, BND, AGG

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

AGG0.03%$3

CPLB0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CPLB, BND, AGG

5.52%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.52%$552

AGG4.15%$415

BND4.15%$415

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$517most kept, CPLB

CPLB$552 − $35 = $517

AGG$415 − $3 = $412

BND$415 − $3 = $412

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CPLB, BND, AGG

Today

[…]holdings […]

CPLBBNDAGG

CPLB—[…][…]

BND[…]—[…]

AGG[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+0.3%CPLB, at 3.7% volatility

CPLBWorst drop−4.0%3.7% vol

BNDWorst drop−4.5%4.0% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CPLBBND

−0.3%Year to date−0.6%

5.5%Yield4.1%

+0.3%Past year−0.3%

0.35%Fee0.03%

3–1CPLB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026