CPLB vs NBH

Comparison between NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).

5-Year PerformanceCPLB has outperformed NBH, delivering a return of +0.8% compared to -3.1%

CPLB vs NBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPLB(ETF)	NBH(ETF)
Net Assets	$333M	$333M
Expense Ratio	0.30%	N/A
Max Drawdown	23.33%	49.69%
Sharpe Ratio	0.38	0.86
5Y Beta	0.04	0.20
5Y Dividends CAGR	N/A	-1.21%

Net Assets

Winner

CPLB

$333M

NBH

$333M

Expense Ratio

CPLB

0.30%

NBH

N/A

Max Drawdown

Winner

CPLB

23.33%

NBH

49.69%

Sharpe Ratio

CPLB

0.38

Winner

NBH

0.86

5Y Beta

Winner

CPLB

0.04

NBH

0.20

5Y Dividends CAGR

CPLB

N/A

NBH

-1.21%

CPLB vs NBH - Historical Returns

Returns include dividend reinvestment.

Period	CPLB	NBH
1 month	+0.42%	+0.33%
3 months	+0.41%	+3.18%
6 months	+1.35%	+4.40%
1 year	+5.07%	+11.63%
5 years(CAGR)	+0.81%	-3.08%
10 years(CAGR)	N/A	+0.70%
Max(CAGR)	+0.81%	+3.98%

Winner

CPLB

+0.42%

NBH

+0.33%

CPLB

+0.41%

Winner

NBH

+3.18%

CPLB

+1.35%

Winner

NBH

+4.40%

CPLB

+5.07%

Winner

NBH

+11.63%

5Y(CAGR)

Winner

CPLB

+0.81%

NBH

-3.08%

10Y(CAGR)

CPLB

N/A

NBH

+0.70%

Max(CAGR)

CPLB

+0.81%

Winner

NBH

+3.98%

CPLB vs NBH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	CPLB	NBH
2026	+0.99%	+5.28%
2025	+7.64%	+3.72%
2024	+4.53%	+5.10%
2023	+6.60%	+2.61%
2022	-14.05%	-28.53%
2021	+0.38%	+4.67%
2020	N/A	+4.47%
2019	N/A	+25.05%
2018	N/A	-9.40%
2017	N/A	-2.94%
2016	N/A	+9.20%
2015	N/A	+7.37%
2014	N/A	+17.41%
2013	N/A	-9.28%
2012	N/A	+6.63%
2011	N/A	+21.40%
2010	N/A	+10.30%
2009	N/A	+22.48%
2008	N/A	-8.12%
2007	N/A	-1.92%
2006	N/A	+9.24%
2005	N/A	+7.01%
2004	N/A	+2.11%
2003	N/A	+5.39%
2002	N/A	-9.14%

CPLB vs NBH Drawdown Comparison

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

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current CPLB drawdown is -1.18%. The current NBH drawdown is -22.41%.

Rank	CPLB	NBH
#1	-18.96% Aug 3, 2021 - Sep 4, 2025	-43.50% Aug 27, 2021 - Oct 25, 2023
#2	-2.60% Feb 27, 2026 - Mar 27, 2026	-32.21% Feb 25, 2020 - Jan 11, 2021
#3	-1.06% Oct 27, 2025 - Nov 26, 2025	-26.07% Jan 16, 2008 - Jan 5, 2009
#4	-0.77% Nov 26, 2025 - Jan 7, 2026	-21.60% Nov 23, 2012 - Dec 4, 2014
#5	-0.63% Jul 8, 2021 - Jul 19, 2021	-18.63% Aug 23, 2016 - Jul 17, 2019
#6	-0.54% Sep 15, 2025 - Oct 13, 2025	-16.00% Mar 17, 2004 - Jun 16, 2005
#7	-0.52% Jan 14, 2026 - Jan 26, 2026	-13.79% Nov 1, 2002 - May 8, 2003
#8	-0.31% Jan 26, 2026 - Feb 5, 2026	-12.64% Jul 3, 2003 - Feb 27, 2004
#9	-0.30% Sep 8, 2025 - Sep 10, 2025	-12.16% Oct 26, 2010 - Aug 17, 2011
#10	-0.26% Jul 19, 2021 - Jul 27, 2021	-10.82% Jan 5, 2009 - May 19, 2009
#11	-0.23% Jan 7, 2026 - Jan 12, 2026	-8.96% Sep 27, 2006 - Jan 14, 2008
#12	-0.21% Feb 10, 2026 - Feb 12, 2026	-8.21% Feb 24, 2012 - Mar 30, 2012
#13	-0.19% Oct 21, 2025 - Oct 24, 2025	-7.71% Aug 2, 2012 - Sep 17, 2012
#14	-0.19% Oct 16, 2025 - Oct 20, 2025	-7.43% Jan 28, 2015 - Oct 6, 2015
#15	-0.14% Sep 11, 2025 - Sep 15, 2025	-7.39% Feb 9, 2021 - Apr 15, 2021

Correlation

Correlation between CPLB and NBH is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2002 - 2026)

CPLB vs NBH dividend yield comparison.

Year	CPLB	NBH
2026	2.28%	2.61%
2025	5.46%	6.43%
2024	5.40%	5.33%
2023	4.81%	4.49%
2022	3.17%	6.14%
2021	0.95%	4.89%
2020	0.00%	4.93%
2019	0.00%	4.86%
2018	0.00%	6.04%
2017	0.00%	5.53%
2016	0.00%	5.54%
2015	0.00%	5.73%
2014	0.00%	5.47%
2013	0.00%	5.98%
2012	0.00%	4.76%
2011	0.00%	5.28%
2010	0.00%	6.00%
2009	0.00%	5.18%
2008	0.00%	5.73%
2007	0.00%	5.15%
2006	0.00%	5.73%
2005	0.00%	5.99%
2004	0.00%	6.07%
2003	0.00%	5.89%
2002	0.00%	0.98%