CPLB vs VIG

ACPLB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · CPLB $10,309

Lowest cost0.04%VIG · $4 on $10k

Most income5.49%CPLB · $549 on $10k

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

Held in common0.0%CPLB and VIG

CPLB

VIG

NYLI MacKay Core Plus Bond ETF · $494MVanguard Dividend Appreciation ETF · $109B

+7.1%3 years · per year$12,269 · $17,533+20.6%

+0.6%5 years · per year$10,309 · $17,005+11.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

5.49%12-mo yield$549 · $144 on $10k1.44%

−4.0%Worst dropSmaller wins−7.9%

3.7%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCPLB · VIG

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

Held in common0.0%

End-of-day Nov 4, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk		0.35%	5.49%	+0.4%	+0.1%	+0.9%	+7.1%	+0.6%	−4.0%	$494M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk		0.35%	5.49%	+0.4%	+0.1%	+0.9%	+7.1%	+0.6%	−4.0%	$494M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPLB vs VIG

CPLB

NYLI MacKay Core Plus Bond

$10,309

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCPLBVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield5.49%1.44%

5 years, per year+0.6%+11.2%

3 years, per year+7.1%+20.6%

Worst drop · 1Y−4.0%−7.9%

Volatility · 1Y3.7%10.2%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CPLB, VIG

Today

0.0%most shared, CPLB and VIG

CPLBVIG

CPLB—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$514most kept, CPLB

CPLB$549 − $35 = $514

VIG$144 − $4 = $140

KeptFee

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