Compare · 2 funds side by side · dividends reinvested

CPLB and IUSB

CPLBNY Life Investments×IUSBiShares×

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 IUSB, 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%$493M1.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.1%+5.6%+0.2%−4.3%3.9%$50.1B1.9

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 · IUSB 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

CPLB

IUSB

iShares Core Universal USD Bond ETF · $50.1B$10,113

$10,000 five years ago, dividends reinvested

CPLBMeasureIUSB

−0.3%Year to dateJan 1 → Nov 4−0.5%

+0.3%1 yearTotal return−0.1%

+6.9%3 years · per year$10,000 became $12,206 · $11,788+5.6%

+0.6%5 years · per year$10,000 became $10,300 · $10,102+0.2%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

5.52%Trailing 12-mo yield$552 · $436 a year on $10k4.36%

−4.0%Worst dropSmaller is better−4.3%

3.7%VolatilityLower is calmer3.9%

CPLBIUSB 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 IUSB: Top 5 Holdings

Today

CPLB

0.1%in top 5

IUSB

in top 5[…]

CPLBStockIUSB

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 IUSB Returns, Every Period

NY Life InvestmentsCPLB

+0.6%

5 years, per year

IUSBiShares

+0.2%

5 years, per year

CPLBIUSBFaded: behind in that period

4–0CPLB wins

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

CPLB vs IUSB

YTD

NY Life InvestmentsCPLB

−0.3%

IUSBiShares

−0.5%

−0.3%Year to date−0.5%

−4.0%Worst drop · 1Y−4.3%

3.7%Volatility · 1Y3.9%

5.5%Yield4.4%

$493MAssets$50.1B

4–0CPLB wins

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

Cost, Income and Risk

Fees: CPLB, IUSB

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

CPLB0.35%$35

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

Yields: CPLB, IUSB

5.52%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.52%$552

IUSB4.36%$436

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

Income After Fees on $10,000

$517most kept, CPLB

CPLB$552 − $35 = $517

IUSB$436 − $6 = $430

KeptFee

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

Overlap: CPLB, IUSB

Today

[…]holdings […]

CPLBIUSB

CPLB—[…]

IUSB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.3%CPLB, at 3.7% volatility

CPLBWorst drop−4.0%3.7% vol

IUSBWorst drop−4.3%3.9% vol

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

Paid More vs Made More

YTD

CPLBIUSB

−0.3%Year to date−0.5%

5.5%Yield4.4%

+0.3%Past year−0.1%

0.35%Fee0.06%

3–1CPLB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 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 4, 2026