EVUS vs CPLB
Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF).
EVUS vs CPLB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EVUS
$309M
CPLB
$308M
Expense Ratio
Winner
EVUS
0.18%
CPLB
0.30%
Max Drawdown
Winner
EVUS
16.43%
CPLB
23.33%
Sharpe Ratio
Winner
EVUS
1.57
CPLB
0.26
5Y Beta
EVUS
0.70
Winner
CPLB
0.04
P/E Ratio
EVUS
22.81
CPLB
N/A
Forward P/E
EVUS
17.40
CPLB
N/A
PEG Ratio
EVUS
0.41
CPLB
N/A
5Y EPS CAGR
EVUS
14.64%
CPLB
N/A
Debt to Equity
EVUS
34.30%
CPLB
N/A
P/S Ratio
EVUS
2.29
CPLB
N/A
P/B Ratio
EVUS
3.69
CPLB
N/A
EVUS vs CPLB - Holdings Comparison
EVUS and CPLB have 1 common holdings. Overlap is -0.02%
EVUS's top 25 holdings weight is 39.58%. CPLB's top 25 holdings weight is 30.40%.
| Rank | EVUS | CPLB |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 6.65% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 7.67% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.80% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 4.08% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.51% | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 0.00001% (n/a) - 3.51% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.45% | UNITED STATES TREASURY BONDS 5% (n/a) - 2.55% |
| #5 | INTEL CORP (INTC) - 1.77% | BLACKROCK LIQUIDITY TREASURY INSTL (TTTXX) - 2.33% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.68% | n/a (n/a) - 1.81% |
| #7 | EXXON MOBIL CORP (XOM) - 1.59% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 1.34% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.63% |
| #9 | APPLIED MATERIALS INC (AMAT) - 1.39% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.59% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.39% | n/a (n/a) - 0.55% |
| #11 | ABBVIE INC (ABBV) - 1.32% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.53% |
| #12 | PROCTER & GAMBLE CO (PG) - 1.18% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.48% |
| #13 | THE GOLDMAN SACHS GROUP INC (GS) - 1.17% | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 0.47% |
| #14 | THE HOME DEPOT INC (HD) - 1.15% | COTY INC. 4.75% (n/a) - 0.41% |
| #15 | COCA-COLA CO (KO) - 1.15% | EVERGY KANSAS CENTRAL INC. 5.25% (n/a) - 0.37% |
| #16 | MORGAN STANLEY (MS) - 0.98% | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.37% |
| #17 | CATERPILLAR INC (CAT) - 0.97% | n/a (n/a) - 0.35% |
| #18 | BANK OF AMERICA CORP (BAC) - 0.96% | NATIONAL FUEL GAS COMPANY 5.95% (n/a) - 0.35% |
| #19 | TEXAS INSTRUMENTS INC (TXN) - 0.92% | TRANSDIGM, INC. 6.75% (n/a) - 0.33% |
| #20 | MERCK & CO INC (MRK) - 0.91% | n/a (n/a) - 0.30% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 0.90% | BLACK HILLS CORPORATION 4.55% (n/a) - 0.28% |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% | n/a (n/a) - 0.28% |
| #23 | HONEYWELL INTERNATIONAL INC (HON) - 0.83% | n/a (n/a) - 0.28% |
| #24 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.81% | HYATT HOTELS CORPORATION 5.25% (n/a) - 0.27% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.78% | MORGAN STANLEY 2.484% (n/a) - 0.27% |
| Total Holdings | 235 | 642 |
EVUS vs CPLB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EVUS
+1.60%
CPLB
-0.22%
3M
Winner
EVUS
+5.68%
CPLB
-0.99%
6M
Winner
EVUS
+9.55%
CPLB
+0.67%
1Y
Winner
EVUS
+22.04%
CPLB
+4.83%
5Y(CAGR)
EVUS
N/A
CPLB
+0.72%
Max(CAGR)
Winner
EVUS
+12.13%
CPLB
+0.72%
EVUS vs CPLB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | EVUS | CPLB |
|---|---|---|
| 2026 | +8.73% | +0.54% |
| 2025 | +13.46% | +7.64% |
| 2024 | +13.75% | +4.53% |
| 2023 | +3.47% | +6.60% |
| 2022 | N/A | -14.05% |
| 2021 | N/A | +0.38% |
EVUS vs CPLB Drawdown Comparison
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The maximum drawdown for CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.
The current EVUS drawdown is -1.52%. The current CPLB drawdown is -1.62%.
| Rank | EVUS | CPLB |
|---|---|---|
| #1 | -15.65% Nov 29, 2024 - Aug 13, 2025 | -18.96% Aug 3, 2021 - Sep 4, 2025 |
| #2 | -11.17% Jul 31, 2023 - Dec 13, 2023 | -2.60% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -9.40% Feb 2, 2023 - Jul 21, 2023 | -1.06% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -7.72% Feb 9, 2026 - Apr 17, 2026 | -0.77% Nov 26, 2025 - Jan 7, 2026 |
| #5 | -5.44% Mar 28, 2024 - Jul 11, 2024 | -0.63% Jul 8, 2021 - Jul 19, 2021 |
| #6 | -4.89% Jul 31, 2024 - Aug 19, 2024 | -0.54% Sep 15, 2025 - Oct 13, 2025 |
| #7 | -4.41% Oct 27, 2025 - Dec 4, 2025 | -0.52% Jan 14, 2026 - Jan 26, 2026 |
| #8 | -3.51% Oct 16, 2024 - Nov 6, 2024 | -0.31% Jan 26, 2026 - Feb 5, 2026 |
| #9 | -3.11% Aug 30, 2024 - Sep 16, 2024 | -0.30% Sep 8, 2025 - Sep 10, 2025 |
| #10 | -2.56% Oct 3, 2025 - Oct 20, 2025 | -0.26% Jul 19, 2021 - Jul 27, 2021 |
| #11 | -2.05% Jul 17, 2024 - Jul 30, 2024 | -0.23% Jan 7, 2026 - Jan 12, 2026 |
| #12 | -1.96% Jan 8, 2024 - Jan 25, 2024 | -0.21% Feb 10, 2026 - Feb 12, 2026 |
| #13 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -0.19% Oct 21, 2025 - Oct 24, 2025 |
| #14 | -1.72% Nov 11, 2024 - Nov 22, 2024 | -0.19% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -1.52% Jun 4, 2026 - Jun 5, 2026 | -0.14% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between EVUS and CPLB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2021 - 2026)
EVUS vs CPLB dividend yield comparison.
| Year | EVUS | CPLB |
|---|---|---|
| 2026 | 0.39% | 2.29% |
| 2025 | 1.62% | 5.46% |
| 2024 | 1.99% | 5.40% |
| 2023 | 2.31% | 4.81% |
| 2022 | 0.00% | 3.17% |
| 2021 | 0.00% | 0.95% |
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