CPLB vs VXUS
CPLB vs VXUS
NYLI MacKay Core Plus Bond ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | CPLB | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.05% | |
| AUM | $376M | $156.5B | |
| Dividend Yield | 5.96% | 2.60% | |
| Holdings | 796 | 8,747 | |
| YTD Return | +0.34% | +11.13% | |
| 1Y Return | +3.51% | +27.13% | |
| 3Y Return (annualized) | +5.22% | +17.24% | |
| 5Y Return (annualized) | +0.27% | +8.71% | |
| Volatility (annualized) | 6.6% | 15.1% | |
| Max Drawdown | -19.0% | -39.9% | |
| Fund Family | INDEXIQ ETF TRUST | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 29, 2021 | Jan 26, 2011 |
CPLB vs VXUS Performance
NYLI MacKay Core Plus Bond ETF (CPLB) is a ETF from INDEXIQ ETF TRUST and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CPLB returned +3.51% while VXUS returned +27.13%. Year to date, CPLB is up 0.34% versus a gain of 11.13% for VXUS.
Over three years, CPLB compounded at +5.22% per year against +17.24% for VXUS; over five years the annualized figures are +0.27% and +8.71% respectively. Across the full 5-year window we track, VXUS has the edge at +4.66% annualized vs +0.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.6% for CPLB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.0% for CPLB and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CPLB charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, CPLB currently yields 5.96% against 2.60% for VXUS.
Holdings Overlap
CPLB and VXUS share 1 holdings out of 8278 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CPLB | Weight in VXUS | Difference |
|---|---|---|---|
| MIN:AU | 0.09% | 0.02% | 0.07% |
Frequently Asked Questions
Which is cheaper, CPLB or VXUS?
CPLB has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, CPLB or VXUS?
Over the past year CPLB returned +3.51% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), CPLB annualized +0.56% vs +4.66% for VXUS. Past performance does not guarantee future results.
Which is riskier, CPLB or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 6.6% for CPLB. Worst drawdown: CPLB -19.0% vs VXUS -39.9%.
Should I hold both CPLB and VXUS?
CPLB and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CPLB and VXUS?
CPLB and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8278 unique securities.
Which pays a higher dividend, CPLB or VXUS?
CPLB yields 5.96% while VXUS yields 2.60%, so CPLB currently pays the higher dividend yield.
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