IVV vs CPLB

AIVV

BCPLB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income5.48%CPLB · $548 on $10k

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

Held in common0.0%IVV and CPLB

IVV

CPLB

iShares Core S&P 500 ETF · $850BNYLI MacKay Core Plus Bond ETF · $495M

+21.8%3 years · per year$18,084 · $12,226+6.9%

+11.4%5 years · per year$17,177 · $10,335+0.7%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $548 on $10k5.48%

−8.9%Worst dropSmaller wins−4.0%

13.6%VolatilityLower wins3.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · CPLB

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BCPLB	NYLI MacKay Core Plus Bond ETFRead Desk	0.35%	5.48%	+0.2%	+0.3%	+1.3%	+6.9%	+0.7%	−4.0%	$495M

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BCPLB	NYLI MacKay Core Plus Bond ETFRead Desk	0.35%	5.48%	+0.2%	+0.3%	+1.3%	+6.9%	+0.7%	−4.0%	$495M

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

IVV vs CPLB

IVV

iShares Core S&P 500

$17,177

CPLB

NYLI MacKay Core Plus Bond

$10,335

MeasureIVVCPLB

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.14%5.48%

5 years, per year+11.4%+0.7%

3 years, per year+21.8%+6.9%

Worst drop · 1Y−8.9%−4.0%

Volatility · 1Y13.6%3.7%

3–3measures won
level

0.0%

holdings shared

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

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, CPLB, VTI

Today

85.5%most shared, IVV and VTI

IVVCPLBVTI

IVV—0.0%85.5%

CPLB0.0%—0.0%

VTI85.5%0.0%—

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

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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