CPLB vs BIV

ACPLB

BBIV

Measures won5–1CPLB wins · of 6 · 5Y

$10,000 · 5Y$10,335CPLB · BIV $10,079

Lowest cost0.03%BIV · $3 on $10k

Most income5.48%CPLB · $548 on $10k

Smallest drop−4.0%CPLB · worst fall in 1Y

Held in common[…]CPLB and BIV

CPLB

BIV

NYLI MacKay Core Plus Bond ETF · $495MVanguard Intermediate-Term Bond ETF · $28.1B

+6.9%3 years · per year$12,226 · $11,734+5.5%

+0.7%5 years · per year$10,335 · $10,079+0.2%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

5.48%12-mo yield$548 · $446 on $10k4.46%

−4.0%Worst dropSmaller wins−5.4%

3.7%VolatilityLower wins4.3%

5–1CPLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsCPLB · BIV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk		0.35%	5.48%	+0.2%	+0.3%	+1.3%	+6.9%	+0.7%	−4.0%	$495M
2	BBIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.46%	−0.1%	−0.9%	0.0%	+5.5%	+0.2%	−5.4%	$28.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk		0.35%	5.48%	+0.2%	+0.3%	+1.3%	+6.9%	+0.7%	−4.0%	$495M
2	BBIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.46%	−0.1%	−0.9%	0.0%	+5.5%	+0.2%	−5.4%	$28.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPLB vs BIV

CPLB

NYLI MacKay Core Plus Bond

$10,335

BIV

Vanguard Intermediate-Term Bond

$10,079

MeasureCPLBBIV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield5.48%4.46%

5 years, per year+0.7%+0.2%

3 years, per year+6.9%+5.5%

Worst drop · 1Y−4.0%−5.4%

Volatility · 1Y3.7%4.3%

5–1measures won
CPLB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: CPLB, BIV

Today

[…]holdings […]

CPLBBIV

CPLB—[…]

BIV[…]—

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

Income After Fees on $10,000

$513most kept, CPLB

CPLB$548 − $35 = $513

BIV$446 − $3 = $443

KeptFee

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