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CPLB vs SPY

Comparison between NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CPLB, delivering a return of +13.0% compared to +0.6%

CPLB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CPLB
$336M
Winner
SPY
$781B
Expense Ratio
CPLB
0.30%
Winner
SPY
0.09%
Max Drawdown
Winner
CPLB
23.33%
SPY
56.47%
Sharpe Ratio
CPLB
0.22
Winner
SPY
1.25
5Y Beta
Winner
CPLB
0.04
SPY
1.00
P/E Ratio
CPLB
N/A
SPY
28.78
Forward P/E
CPLB
N/A
SPY
21.23
5Y Dividends CAGR
CPLB
N/A
SPY
6.00%
5Y EPS CAGR
CPLB
N/A
SPY
25.62%
Debt to Equity
CPLB
N/A
SPY
31.92%
P/S Ratio
CPLB
N/A
SPY
3.76
P/B Ratio
CPLB
N/A
SPY
5.64

CPLB vs SPY - Holdings Comparison

CPLB and SPY have 1 common holdings. Overlap is -0.02%

CPLB's top 25 holdings weight is 29.43%. SPY's top 25 holdings weight is 51.74%.

RankCPLBSPY
#1
UNITED STATES TREASURY NOTES 4.125% (n/a) - 8.52%
NVIDIA CORP (NVDA) - 7.89%
#2
UNITED STATES TREASURY BONDS 5% (n/a) - 6.75%
APPLE INC (AAPL) - 7.37%
#3
n/a (n/a) - 3.06%
MICROSOFT CORP (MSFT) - 4.50%
#4
n/a (n/a) - 1.52%
AMAZON.COM INC (AMZN) - 3.82%
#5
BLACKROCK LIQUIDITY TREASURY INSTL (TTTXX) - 1.37%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.20%
BROADCOM INC (AVGO) - 2.86%
#7
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.56%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.53%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
n/a (n/a) - 0.50%
TESLA INC (TSLA) - 1.70%
#10
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.46%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.43%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.41%
ELI LILLY AND CO (LLY) - 1.40%
#13
COTY INC. 4.75% (n/a) - 0.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
n/a (n/a) - 0.34%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.34%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
EVERGY KANSAS CENTRAL INC. 5.25% (n/a) - 0.34%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
DP WORLD LTD. 6.85% (n/a) - 0.32%
VISA INC CLASS A (V) - 0.90%
#18
UNICREDIT S.P.A. 5.861% (n/a) - 0.32%
WALMART INC (WMT) - 0.76%
#19
UNITED STATES TREASURY NOTES 3.875% (n/a) - 0.32%
INTEL CORP (INTC) - 0.75%
#20
n/a (n/a) - 0.32%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
n/a (n/a) - 0.31%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
TRANSDIGM, INC. 6.75% (n/a) - 0.30%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
SHENTEL ISSUER LLC 5.64% (n/a) - 0.29%
ABBVIE INC (ABBV) - 0.66%
#24
n/a (n/a) - 0.27%
CATERPILLAR INC (CAT) - 0.65%
#25
n/a (n/a) - 0.27%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings700505

CPLB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CPLB
-0.12%
Winner
SPY
+0.52%
3M
CPLB
-0.02%
Winner
SPY
+6.55%
6M
CPLB
+0.52%
Winner
SPY
+9.76%
1Y
CPLB
+4.28%
Winner
SPY
+20.32%
5Y(CAGR)
CPLB
+0.59%
Winner
SPY
+13.01%
10Y(CAGR)
CPLB
N/A
SPY
+15.06%
Max(CAGR)
CPLB
+0.77%
Winner
SPY
+8.50%

CPLB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCPLBSPY
2026+0.85%+10.11%
2025+7.64%+18.00%
2024+4.53%+25.59%
2023+6.60%+26.72%
2022-14.05%-18.64%
2021+0.38%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CPLB vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CPLB drawdown is -1.31%. The current SPY drawdown is -1.24%.

RankCPLBSPY
#1-18.96%
Aug 3, 2021 - Sep 4, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-2.60%
Feb 27, 2026 - Mar 27, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-1.06%
Oct 27, 2025 - Nov 26, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.77%
Nov 26, 2025 - Jan 7, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.63%
Jul 8, 2021 - Jul 19, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.54%
Sep 15, 2025 - Oct 13, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.52%
Jan 14, 2026 - Jan 26, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.31%
Jan 26, 2026 - Feb 5, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.30%
Sep 8, 2025 - Sep 10, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.26%
Jul 19, 2021 - Jul 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.23%
Jan 7, 2026 - Jan 12, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.21%
Feb 10, 2026 - Feb 12, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.19%
Oct 21, 2025 - Oct 24, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.19%
Oct 16, 2025 - Oct 20, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.14%
Sep 11, 2025 - Sep 15, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CPLB and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

CPLB vs SPY dividend yield comparison.

YearCPLBSPY
20262.75%0.49%
20255.46%1.07%
20245.40%1.21%
20234.81%1.40%
20223.17%1.65%
20210.95%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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