CPLB vs RGLO
Comparison between NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF) and RUSSELL INVESTMENTS GLOBAL EQUITY ETF (RGLO, ETF).
CPLB vs RGLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CPLB
$336M
Winner
RGLO
$337M
Expense Ratio
Winner
CPLB
0.30%
RGLO
0.49%
Max Drawdown
CPLB
23.33%
Winner
RGLO
9.61%
Sharpe Ratio
CPLB
0.22
Winner
RGLO
1.40
5Y Beta
Winner
CPLB
0.04
RGLO
0.99
P/E Ratio
CPLB
N/A
RGLO
28.51
Forward P/E
CPLB
N/A
RGLO
21.16
PEG Ratio
CPLB
N/A
RGLO
0.44
P/S Ratio
CPLB
N/A
RGLO
0.13
P/B Ratio
CPLB
N/A
RGLO
6.51
CPLB vs RGLO - Holdings Comparison
CPLB and RGLO have 1 common holdings. Overlap is -2.50%
CPLB's top 25 holdings weight is 29.43%. RGLO's top 25 holdings weight is 44.16%.
| Rank | CPLB | RGLO |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 8.52% | S&P500 EMINI FUT SEP26 XCME 20260918 (n/a) - 7.90% |
| #2 | UNITED STATES TREASURY BONDS 5% (n/a) - 6.75% | NVIDIA CORP (NVDA) - 4.88% |
| #3 | n/a (n/a) - 3.06% | APPLE INC (AAPL) - 4.42% |
| #4 | n/a (n/a) - 1.52% | ALPHABET INC CLASS C (GOOG) - 3.06% |
| #5 | BLACKROCK LIQUIDITY TREASURY INSTL (TTTXX) - 1.37% | AMAZON.COM INC (AMZN) - 2.90% |
| #6 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.20% | MICROSOFT CORP (MSFT) - 2.60% |
| #7 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.56% | BROADCOM INC (AVGO) - 1.95% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.53% | META PLATFORMS INC CLASS A (META) - 1.84% |
| #9 | n/a (n/a) - 0.50% | US DOLLAR (n/a) - 1.70% |
| #10 | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.46% | ALPHABET INC CLASS A (GOOGL) - 1.45% |
| #11 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.43% | n/a (TSM) - 1.40% |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.41% | S&P/TSX 60 IX FUT SEP26 XMOD 20260917 (n/a) - 1.29% |
| #13 | COTY INC. 4.75% (n/a) - 0.38% | APPLIED MATERIALS INC (AMAT) - 1.14% |
| #14 | n/a (n/a) - 0.34% | E-MINI RUSS 2000 SEP26 XCME 20260918 (n/a) - 0.91% |
| #15 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.34% | ELI LILLY AND CO (LLY) - 0.91% |
| #16 | EVERGY KANSAS CENTRAL INC. 5.25% (n/a) - 0.34% | RITC US CASH MANAGEMENT FD (n/a) - 0.85% |
| #17 | DP WORLD LTD. 6.85% (n/a) - 0.32% | MASTERCARD INC CLASS A (MA) - 0.84% |
| #18 | UNICREDIT S.P.A. 5.861% (n/a) - 0.32% | JPMORGAN CHASE & CO (JPM) - 0.79% |
| #19 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 0.32% | MICRON TECHNOLOGY INC (MU) - 0.79% |
| #20 | n/a (n/a) - 0.32% | UNITEDHEALTH GROUP INC (UNH) - 0.77% |
| #21 | n/a (n/a) - 0.31% | STANDARD CHARTERED PLC (n/a) - 0.36% |
| #22 | TRANSDIGM, INC. 6.75% (n/a) - 0.30% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.36% |
| #23 | SHENTEL ISSUER LLC 5.64% (n/a) - 0.29% | BNP PARIBAS ACT. CAT.A (n/a) - 0.35% |
| #24 | n/a (n/a) - 0.27% | CITIGROUP INC (C) - 0.35% |
| #25 | n/a (n/a) - 0.27% | COSTCO WHOLESALE CORP (COST) - 0.35% |
| Total Holdings | 700 | 333 |
CPLB vs RGLO - Historical Returns
Returns include dividend reinvestment.
1M
CPLB
-0.12%
Winner
RGLO
+0.70%
3M
CPLB
-0.02%
Winner
RGLO
+6.07%
6M
CPLB
+0.52%
Winner
RGLO
+9.10%
1Y
CPLB
+4.28%
Winner
RGLO
+23.34%
5Y(CAGR)
CPLB
+0.59%
RGLO
N/A
Max(CAGR)
CPLB
+0.77%
Winner
RGLO
+25.57%
CPLB vs RGLO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | CPLB | RGLO |
|---|---|---|
| 2026 | +0.85% | +10.28% |
| 2025 | +7.64% | +17.38% |
| 2024 | +4.53% | N/A |
| 2023 | +6.60% | N/A |
| 2022 | -14.05% | N/A |
| 2021 | +0.38% | N/A |
CPLB vs RGLO Drawdown Comparison
The maximum drawdown for CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.
The maximum drawdown for RGLO was -9.61%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.
The current CPLB drawdown is -1.31%. The current RGLO drawdown is -0.76%.
| Rank | CPLB | RGLO |
|---|---|---|
| #1 | -18.96% Aug 3, 2021 - Sep 4, 2025 | -9.61% Feb 26, 2026 - Apr 15, 2026 |
| #2 | -2.60% Feb 27, 2026 - Mar 27, 2026 | -4.92% Oct 29, 2025 - Dec 3, 2025 |
| #3 | -1.06% Oct 27, 2025 - Nov 26, 2025 | -4.46% Jun 1, 2026 - Jul 10, 2026 |
| #4 | -0.77% Nov 26, 2025 - Jan 7, 2026 | -3.24% Oct 6, 2025 - Oct 24, 2025 |
| #5 | -0.63% Jul 8, 2021 - Jul 19, 2021 | -3.11% Jul 24, 2025 - Aug 12, 2025 |
| #6 | -0.54% Sep 15, 2025 - Oct 13, 2025 | -2.56% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -0.52% Jan 14, 2026 - Jan 26, 2026 | -2.45% Jan 27, 2026 - Feb 10, 2026 |
| #8 | -0.31% Jan 26, 2026 - Feb 5, 2026 | -2.24% May 14, 2026 - May 26, 2026 |
| #9 | -0.30% Sep 8, 2025 - Sep 10, 2025 | -2.12% Jun 10, 2025 - Jun 24, 2025 |
| #10 | -0.26% Jul 19, 2021 - Jul 27, 2021 | -2.00% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -0.23% Jan 7, 2026 - Jan 12, 2026 | -1.93% Jul 15, 2026 - Jul 20, 2026 |
| #12 | -0.21% Feb 10, 2026 - Feb 12, 2026 | -1.65% Apr 17, 2026 - May 1, 2026 |
| #13 | -0.19% Oct 21, 2025 - Oct 24, 2025 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
| #14 | -0.19% Oct 16, 2025 - Oct 20, 2025 | -1.41% Aug 28, 2025 - Sep 8, 2025 |
| #15 | -0.14% Sep 11, 2025 - Sep 15, 2025 | -1.25% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between CPLB and RGLO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
CPLB vs RGLO dividend yield comparison.
| Year | CPLB | RGLO |
|---|---|---|
| 2026 | 2.75% | 0.00% |
| 2025 | 5.46% | 0.63% |
| 2024 | 5.40% | 0.00% |
| 2023 | 4.81% | 0.00% |
| 2022 | 3.17% | 0.00% |
| 2021 | 0.95% | 0.00% |
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