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$16,267SCHD · 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%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.48%+0.3%+1.3%+6.9%+0.7%−4.0%3.7%$495M1.6

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

End-of-day Nov 6, 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 · $495M$10,335

CPLB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

CPLBMeasureSCHD

+0.3%Year to dateJan 1 → Nov 6+31.4%

+1.3%1 yearTotal return+37.0%

+6.9%3 years · per year$10,000 became $12,226 · $17,266+20.0%

+0.7%5 years · per year$10,000 became $10,335 · $16,267+10.2%

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

5.48%Trailing 12-mo yield$548 · $300 a year on $10k3.00%

−4.0%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.7%

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

3–5SCHD 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 SCHD: Top 5 Holdings

Today

CPLB

0.6%in top 5

SCHD

in top 521.4%

CPLBStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.6%CASHnot top 5

0.0%NINEnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

CPLB vs SCHD Returns, Every Period

NY Life InvestmentsCPLB

+0.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

CPLBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: CPLB vs SCHD

YTD

NY Life InvestmentsCPLB

+0.3%

SCHDSchwab

+31.4%

+0.3%Year to date+31.4%

−4.0%Worst drop · 1Y−6.9%

3.7%Volatility · 1Y11.7%

5.5%Yield3.0%

$495MAssets$120B

3–1CPLB wins

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

Yields: CPLB, SCHD

5.48%highest, CPLB

FundTrailing yieldYield$10k

CPLB5.48%$548

SCHD3.00%$300

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

Income After Fees on $10,000

$513most kept, CPLB

CPLB$548 − $35 = $513

SCHD$300 − $6 = $294

KeptFee

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

CPLBWorst drop−4.0%3.7% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

CPLBSCHD

+0.3%Year to date+31.4%

5.5%Yield3.0%

+1.3%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026