CPLB vs IQSU
Comparison between NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).
5-Year PerformanceIQSU has outperformed CPLB, delivering a return of +12.5% compared to +0.8%
CPLB vs IQSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CPLB
$333M
IQSU
$332M
Expense Ratio
CPLB
0.30%
Winner
IQSU
0.09%
Max Drawdown
Winner
CPLB
23.33%
IQSU
31.29%
Sharpe Ratio
CPLB
0.38
Winner
IQSU
1.50
5Y Beta
Winner
CPLB
0.04
IQSU
0.99
P/E Ratio
CPLB
N/A
IQSU
29.78
Forward P/E
CPLB
N/A
IQSU
22.91
PEG Ratio
CPLB
N/A
IQSU
0.61
5Y Dividends CAGR
CPLB
N/A
IQSU
18.07%
5Y EPS CAGR
CPLB
N/A
IQSU
18.18%
Debt to Equity
CPLB
N/A
IQSU
46.30%
P/S Ratio
CPLB
N/A
IQSU
3.82
P/B Ratio
CPLB
N/A
IQSU
6.64
CPLB vs IQSU - Holdings Comparison
CPLB and IQSU have 1 common holdings. Overlap is -0.05%
CPLB's top 25 holdings weight is 27.96%. IQSU's top 25 holdings weight is 56.17%.
| Rank | CPLB | IQSU |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 7.31% | APPLE INC (AAPL) - 10.46% |
| #2 | UNITED STATES TREASURY BONDS 5% (n/a) - 6.60% | ALPHABET INC CLASS A (GOOGL) - 5.81% |
| #3 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 0.00001% (n/a) - 3.00% | AMAZON.COM INC (AMZN) - 5.14% |
| #4 | BLACKROCK LIQUIDITY TREASURY INSTL (TTTXX) - 1.72% | ALPHABET INC CLASS C (GOOG) - 4.90% |
| #5 | n/a (n/a) - 1.45% | MICROSOFT CORP (MSFT) - 4.62% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.34% | MICRON TECHNOLOGY INC (MU) - 3.82% |
| #7 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.63% | TESLA INC (TSLA) - 3.63% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.58% | ADVANCED MICRO DEVICES INC (AMD) - 2.61% |
| #9 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.53% | VISA INC CLASS A (V) - 1.56% |
| #10 | COTY INC. 4.75% (n/a) - 0.40% | INTEL CORP (INTC) - 1.50% |
| #11 | EVERGY KANSAS CENTRAL INC. 5.25% (n/a) - 0.37% | CISCO SYSTEMS INC (CSCO) - 1.47% |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.37% | LAM RESEARCH CORP (LRCX) - 1.33% |
| #13 | NATIONAL FUEL GAS COMPANY 5.95% (n/a) - 0.35% | APPLIED MATERIALS INC (AMAT) - 1.21% |
| #14 | TRANSDIGM, INC. 6.75% (n/a) - 0.33% | MASTERCARD INC CLASS A (MA) - 1.10% |
| #15 | n/a (n/a) - 0.31% | GE AEROSPACE (GE) - 0.99% |
| #16 | n/a (n/a) - 0.30% | PROCTER & GAMBLE CO (PG) - 0.98% |
| #17 | n/a (n/a) - 0.28% | BANK OF AMERICA CORP (BAC) - 0.97% |
| #18 | n/a (n/a) - 0.28% | THE HOME DEPOT INC (HD) - 0.91% |
| #19 | BLACK HILLS CORPORATION 4.55% (n/a) - 0.28% | KLA CORP (KLAC) - 0.85% |
| #20 | AVOLON HOLDINGS FUNDING LTD. 5.75% (n/a) - 0.27% | TEXAS INSTRUMENTS INC (TXN) - 0.84% |
| #21 | n/a (n/a) - 0.27% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.31% |
| #22 | n/a (n/a) - 0.26% | HOWMET AEROSPACE INC (HWM) - 0.30% |
| #23 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.25% | BANK OF NEW YORK MELLON CORP (BNY) - 0.29% |
| #24 | n/a (n/a) - 0.24% | STRYKER CORP (SYK) - 0.29% |
| #25 | n/a (n/a) - 0.24% | SYNOPSYS INC (SNPS) - 0.28% |
| Total Holdings | 619 | 228 |
CPLB vs IQSU - Historical Returns
Returns include dividend reinvestment.
1M
CPLB
+0.42%
Winner
IQSU
+2.23%
3M
CPLB
+0.41%
Winner
IQSU
+16.96%
6M
CPLB
+1.35%
Winner
IQSU
+11.98%
1Y
CPLB
+5.07%
Winner
IQSU
+27.18%
5Y(CAGR)
CPLB
+0.81%
Winner
IQSU
+12.47%
Max(CAGR)
CPLB
+0.81%
Winner
IQSU
+16.05%
CPLB vs IQSU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | CPLB | IQSU |
|---|---|---|
| 2026 | +0.99% | +12.28% |
| 2025 | +7.64% | +15.28% |
| 2024 | +4.53% | +18.08% |
| 2023 | +6.60% | +33.53% |
| 2022 | -14.05% | -22.45% |
| 2021 | +0.38% | +32.44% |
| 2020 | N/A | +27.07% |
| 2019 | N/A | +1.24% |
CPLB vs IQSU Drawdown Comparison
The maximum drawdown for CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.
The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current CPLB drawdown is -1.18%. The current IQSU drawdown is -1.44%.
| Rank | CPLB | IQSU |
|---|---|---|
| #1 | -18.96% Aug 3, 2021 - Sep 4, 2025 | -31.29% Feb 19, 2020 - Jul 10, 2020 |
| #2 | -2.60% Feb 27, 2026 - Mar 27, 2026 | -26.76% Dec 29, 2021 - Dec 12, 2023 |
| #3 | -1.06% Oct 27, 2025 - Nov 26, 2025 | -20.96% Dec 11, 2024 - Jul 22, 2025 |
| #4 | -0.77% Nov 26, 2025 - Jan 7, 2026 | -11.18% Jan 28, 2026 - Apr 17, 2026 |
| #5 | -0.63% Jul 8, 2021 - Jul 19, 2021 | -10.04% Sep 2, 2020 - Nov 25, 2020 |
| #6 | -0.54% Sep 15, 2025 - Oct 13, 2025 | -9.07% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -0.52% Jan 14, 2026 - Jan 26, 2026 | -5.96% Feb 12, 2021 - Apr 1, 2021 |
| #8 | -0.31% Jan 26, 2026 - Feb 5, 2026 | -5.92% Sep 3, 2021 - Oct 21, 2021 |
| #9 | -0.30% Sep 8, 2025 - Sep 10, 2025 | -5.59% Oct 27, 2025 - Dec 10, 2025 |
| #10 | -0.26% Jul 19, 2021 - Jul 27, 2021 | -5.09% Mar 28, 2024 - May 14, 2024 |
| #11 | -0.23% Jan 7, 2026 - Jan 12, 2026 | -4.21% May 7, 2021 - Jun 10, 2021 |
| #12 | -0.21% Feb 10, 2026 - Feb 12, 2026 | -4.17% Jun 4, 2026 - Jun 10, 2026 |
| #13 | -0.19% Oct 21, 2025 - Oct 24, 2025 | -3.98% Dec 10, 2021 - Dec 23, 2021 |
| #14 | -0.19% Oct 16, 2025 - Oct 20, 2025 | -3.45% Nov 19, 2021 - Dec 8, 2021 |
| #15 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -3.41% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between CPLB and IQSU is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2020 - 2026)
CPLB vs IQSU dividend yield comparison.
| Year | CPLB | IQSU |
|---|---|---|
| 2026 | 2.28% | 0.21% |
| 2025 | 5.46% | 1.09% |
| 2024 | 5.40% | 1.12% |
| 2023 | 4.81% | 1.15% |
| 2022 | 3.17% | 1.47% |
| 2021 | 0.95% | 1.07% |
| 2020 | 0.00% | 0.98% |
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