CPLB vs MCI

Comparison between NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF) and Barings Corporate Investors (MCI, ETF).

5-Year PerformanceMCI has outperformed CPLB, delivering a return of +10.5% compared to +0.6%

CPLB vs MCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPLB(ETF)	MCI(ETF)
Net Assets	$336M	$335M
Expense Ratio	0.30%	N/A
Max Drawdown	23.33%	64.05%
Sharpe Ratio	0.22	-0.83
5Y Beta	0.04	0.19
5Y Dividends CAGR	N/A	15.81%

Net Assets

Winner

CPLB

$336M

MCI

$335M

Expense Ratio

CPLB

0.30%

MCI

N/A

Max Drawdown

Winner

CPLB

23.33%

MCI

64.05%

Sharpe Ratio

Winner

CPLB

0.22

MCI

-0.83

5Y Beta

Winner

CPLB

0.04

MCI

0.19

5Y Dividends CAGR

CPLB

N/A

MCI

15.81%

CPLB vs MCI - Historical Returns

Returns include dividend reinvestment.

Period	CPLB	MCI
1 month	-0.12%	-2.53%
3 months	-0.02%	-1.45%
6 months	+0.52%	-16.81%
1 year	+4.28%	-11.89%
5 years(CAGR)	+0.59%	+10.52%
10 years(CAGR)	N/A	+7.32%
Max(CAGR)	+0.77%	+10.69%

Winner

CPLB

-0.12%

MCI

-2.53%

Winner

CPLB

-0.02%

MCI

-1.45%

Winner

CPLB

+0.52%

MCI

-16.81%

Winner

CPLB

+4.28%

MCI

-11.89%

5Y(CAGR)

CPLB

+0.59%

Winner

MCI

+10.52%

10Y(CAGR)

CPLB

N/A

MCI

+7.32%

Max(CAGR)

CPLB

+0.77%

Winner

MCI

+10.69%

CPLB vs MCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CPLB	MCI
2026	+0.85%	-6.81%
2025	+7.64%	-2.24%
2024	+4.53%	+25.47%
2023	+6.60%	+44.43%
2022	-14.05%	-5.06%
2021	+0.38%	+28.28%
2020	N/A	-15.03%
2019	N/A	+20.89%
2018	N/A	+2.87%
2017	N/A	+6.96%
2016	N/A	-3.80%
2015	N/A	+19.34%
2014	N/A	+14.78%
2013	N/A	+2.90%
2012	N/A	-4.33%
2011	N/A	+24.49%
2010	N/A	+31.19%
2009	N/A	+44.56%
2008	N/A	-27.72%
2007	N/A	-6.42%
2006	N/A	+23.05%
2005	N/A	+15.14%
2004	N/A	+35.66%
2003	N/A	+28.22%
2002	N/A	-0.10%
2001	N/A	-0.01%
2000	N/A	+18.33%
1999	N/A	+15.71%

CPLB vs MCI Drawdown Comparison

The maximum drawdown for CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.

The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The current CPLB drawdown is -1.31%. The current MCI drawdown is -25.25%.

Rank	CPLB	MCI
#1	-18.96% Aug 3, 2021 - Sep 4, 2025	-57.11% Feb 7, 2007 - Aug 16, 2010
#2	-2.60% Feb 27, 2026 - Mar 27, 2026	-44.64% Feb 14, 2020 - Aug 11, 2021
#3	-1.06% Oct 27, 2025 - Nov 26, 2025	-27.61% Feb 20, 2025 - May 11, 2026
#4	-0.77% Nov 26, 2025 - Jan 7, 2026	-24.09% Aug 15, 2016 - Feb 22, 2019
#5	-0.63% Jul 8, 2021 - Jul 19, 2021	-22.89% Aug 27, 2001 - Aug 21, 2003
#6	-0.54% Sep 15, 2025 - Oct 13, 2025	-20.91% Jan 18, 2022 - Jun 13, 2023
#7	-0.52% Jan 14, 2026 - Jan 26, 2026	-20.24% May 26, 2011 - Oct 6, 2011
#8	-0.31% Jan 26, 2026 - Feb 5, 2026	-20.21% Jan 17, 2012 - Jan 16, 2013
#9	-0.30% Sep 8, 2025 - Sep 10, 2025	-19.37% Feb 16, 2000 - May 26, 2000
#10	-0.26% Jul 19, 2021 - Jul 27, 2021	-17.12% May 22, 2013 - Nov 17, 2014
#11	-0.23% Jan 7, 2026 - Jan 12, 2026	-13.04% Mar 7, 2001 - May 15, 2001
#12	-0.21% Feb 10, 2026 - Feb 12, 2026	-12.54% Feb 14, 2005 - Jun 17, 2005
#13	-0.19% Oct 21, 2025 - Oct 24, 2025	-12.46% Dec 5, 2011 - Jan 17, 2012
#14	-0.19% Oct 16, 2025 - Oct 20, 2025	-12.18% Dec 17, 1999 - Feb 16, 2000
#15	-0.14% Sep 11, 2025 - Sep 15, 2025	-11.79% Nov 18, 2010 - Feb 15, 2011

Correlation

Correlation between CPLB and MCI is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

CPLB vs MCI dividend yield comparison.

Year	CPLB	MCI
2026	2.75%	2.36%
2025	5.46%	8.82%
2024	5.40%	8.29%
2023	4.81%	7.70%
2022	3.17%	7.31%
2021	0.95%	6.01%
2020	0.00%	7.28%
2019	0.00%	7.12%
2018	0.00%	8.16%
2017	0.00%	7.86%
2016	0.00%	7.75%
2015	0.00%	6.96%
2014	0.00%	7.55%
2013	0.00%	8.04%
2012	0.00%	10.47%
2011	0.00%	7.50%
2010	0.00%	7.07%
2009	0.00%	8.61%
2008	0.00%	11.22%
2007	0.00%	8.51%
2006	0.00%	7.11%
2005	0.00%	7.62%
2004	0.00%	7.58%
2003	0.00%	6.46%
2002	0.00%	7.39%
2001	0.00%	9.08%
2000	0.00%	12.55%
1999	0.00%	6.83%