Compare · 3 funds side by side · dividends reinvested

CPLB, FBND and SGOV

CPLBNY Life Investments×FBNDFidelity×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

CPLB, FBND and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.48%+0.3%+1.3%+6.9%+0.7%−4.0%3.7%$495M1.8

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%−0.1%+0.5%+5.8%+0.6%−4.7%4.1%$28.4B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: CPLB 2021 · FBND 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

NYLI MacKay Core Plus Bond ETF · $495M$10,335

CPLB

FBND

Fidelity Total Bond ETF · $28.4B$10,278

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

CPLBMeasureFBND

+0.3%Year to dateJan 1 → Nov 6−0.1%

+1.3%1 yearTotal return+0.5%

+6.9%3 years · per year$10,000 became $12,226 · $11,831+5.8%

+0.7%5 years · per year$10,000 became $10,335 · $10,278+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 6, 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

0.6%in top 5

FBND

in top 50.0%

CPLBStockFBND

0.6%CASHnot top 5

not top 5NFEGP0.0%

not top 5METAM0.0%

0.0%NINEnot top 5

Held in common0.0%

End-of-day Nov 6, 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 6, 2026 · dividends in · faded = behind in that period

CPLB vs FBND

YTD

NY Life InvestmentsCPLB

+0.3%

FBNDFidelity

−0.1%

+0.3%Year to date−0.1%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPLB, FBND, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

CPLB0.35%$35

FBND0.36%$36

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CPLB, FBND, SGOV

5.48%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.48%$548

FBND4.78%$478

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$513most kept, CPLB

CPLB$548 − $35 = $513

FBND$478 − $36 = $442

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CPLB, FBND, SGOV

Today

0.0%most shared, CPLB and FBND

CPLBFBNDSGOV

CPLB—0.0%[…]

FBND0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.8%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

CPLBWorst drop−4.0%3.7% vol

FBNDWorst drop−4.7%4.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CPLBSGOV

+0.3%Year to date+3.2%

5.5%Yield3.6%

+1.3%Past year+3.8%

0.35%Fee0.09%

3–1SGOV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026