Compare · 2 funds side by side · dividends reinvested

SCHD and CPLB

SCHDSchwab×CPLBNY Life Investments×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeCPLB · 5.54% · $554 a year on $10k

Story of the two · RiskSmallest drop

SCHD and CPLB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

NYLI MacKay Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.54%−0.7%−0.3%+6.0%+0.4%−4.0%3.8%$492M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHD 2011 · CPLB 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NYLI MacKay Core Plus Bond ETF · $492M$10,141

CPLB

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

CPLBMeasureSCHD

−0.7%

More Ways to See the Pairs

CPLB vs SCHD: Top 5 Holdings

Today

CPLB

-0.1%in top 5

SCHD

in top 521.7%

CPLBStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SCHD, CPLB

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CPLB0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCHD, CPLB

1Y

5.54%highest, CPLB

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 13

+34.2%

−0.3%1 yearTotal return+36.8%

+6.0%3 years · per year$10,000 became $11,915 · $17,257+19.9%

+0.4%5 years · per year$10,000 became $10,208 · $16,429+10.4%

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

5.54%Trailing 12-mo yield$554 · $293 a year on $10k2.93%

−4.0%Worst dropSmaller is better−6.9%

3.8%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.0%NINEnot top 5

-0.1%CASHnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

CPLB vs SCHD Returns, Every Period

5Y

NY Life InvestmentsCPLB

+0.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CPLBSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CPLB vs SCHD

YTD

NY Life InvestmentsCPLB

−0.7%

SCHDSchwab

+34.2%

−0.7%Year to date+34.2%

−4.0%Worst drop · 1Y−6.9%

3.8%Volatility · 1Y11.7%

5.5%Yield2.9%

$492MAssets$124B

3–1CPLB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

CPLB5.54%$554

SCHD2.93%$293

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$519most kept, CPLB

CPLB$554 − $35 = $519

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHD, CPLB

Today

0.0%most shared, SCHD and CPLB

SCHDCPLB

SCHD—0.0%

CPLB0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

CPLBWorst drop−4.0%3.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CPLBSCHD

−0.7%Year to date+34.2%

5.5%Yield2.9%

−0.3%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

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SCHD and CPLB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two