Compare · 2 funds side by side · dividends reinvested

CPLB and SCHD

CPLBNY Life Investments×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

CPLB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.49%+0.1%+0.9%+7.1%+0.6%−4.0%3.7%$493M1.6

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CPLB

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

CPLBMeasureSCHD

+0.1%Year to dateJan 1 → Nov 4+35.3%

+0.9%1 yearTotal return+41.6%

+7.1%3 years · per year$10,000 became $12,269 · $17,908+21.4%

+0.6%5 years · per year$10,000 became $10,309 · $16,881+11.0%

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

5.49%Trailing 12-mo yield$549 · $291 a year on $10k2.91%

−4.0%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.5%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

CPLB

0.1%in top 5

SCHD

in top 521.6%

CPLBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.1%CASHnot top 5

0.0%NINEnot top 5

Held in common0.0%

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

CPLB vs SCHD Returns, Every Period

NY Life InvestmentsCPLB

+0.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

CPLBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: CPLB vs SCHD

YTD

NY Life InvestmentsCPLB

+0.1%

SCHDSchwab

+35.3%

+0.1%Year to date+35.3%

−4.0%Worst drop · 1Y−6.9%

3.7%Volatility · 1Y11.5%

5.5%Yield2.9%

$493MAssets$121B

3–1CPLB wins

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

Cost, Income and Risk

Fees: CPLB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CPLB0.35%$35

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

Yields: CPLB, SCHD

5.49%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.49%$549

SCHD2.91%$291

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

Income After Fees on $10,000

$514most kept, CPLB

CPLB$549 − $35 = $514

SCHD$291 − $6 = $285

KeptFee

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

Overlap: CPLB, SCHD

Today

0.0%most shared, CPLB and SCHD

CPLBSCHD

CPLB—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

CPLBWorst drop−4.0%3.7% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

CPLBSCHD

+0.1%Year to date+35.3%

5.5%Yield2.9%

+0.9%Past year+41.6%

0.35%Fee0.06%

3–1SCHD 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