CPLB vs VOO

CPLB vs VOO

Which is better, CPLB or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCPLBVOO
Expense Ratio0.30%0.03%Best
AUM$402M$997.4B
Dividend Yield5.98%1.08%
Holdings966509
YTD Return+0.83%+13.37%Best
1Y Return+2.10%+20.08%Best
3Y Return (annualized)+5.79%+21.29%Best
5Y Return (annualized)+0.48%+12.89%Best
Volatility (annualized)6.5%Best15.5%
Max Drawdown-19.0%Best-24.5%
$10,000 over 5 years$10,242$18,335Best
Fund FamilyINDEXIQ ETF TRUSTVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 29, 2021Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2021 to Sep 4, 2026 (5.2 years).

CPLB vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.2 years both funds cover.

CPLB vs VOO Performance

NYLI MacKay Core Plus Bond ETF (CPLB) is an ETF from INDEXIQ ETF TRUST and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CPLB returned +2.10% while VOO returned +20.08%. Year to date, CPLB is up 0.83% versus a gain of 13.37% for VOO.

Over three years, CPLB compounded at +5.79% per year against +21.29% for VOO; over five years the annualized figures are +0.48% and +12.89% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 6.5% 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 -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CPLB charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, CPLB currently yields 5.98% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 438 holdings in CPLB and 505 in VOO, totalling 36.9% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 49 days apart, CPLB as of Aug 18, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 438 positions we hold weights for in CPLB and 505 in VOO, against full books of 966 and 509.

You are not choosing between two funds in isolation.

Whichever of CPLB and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CPLBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CPLB or VOO?

CPLB has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.

Which performed better, CPLB or VOO?

Over the past year CPLB returned +2.10% vs +20.08% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CPLB or VOO?

VOO has been the more volatile fund at 15.5% annualized versus 6.5% for CPLB. Worst drawdown: CPLB -19.0% vs VOO -24.5%.

Should I hold both CPLB and VOO?

CPLB and VOO have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CPLB or VOO?

CPLB yields 5.98% while VOO yields 1.08%, so CPLB currently pays the higher dividend yield.

Is VOO better than CPLB?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.