CPLB vs VXUS

CPLB vs VXUS

Which is better, CPLB or VXUS?

VXUS has been ahead.

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

Lower Fees: VXUSHigher Returns: VXUS

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

MetricCPLBVXUS
Expense Ratio0.30%0.05%Best
AUM$402M$158.1B
Dividend Yield5.98%2.59%
Holdings9668,747
YTD Return+0.83%+16.15%Best
1Y Return+2.10%+27.58%Best
3Y Return (annualized)+5.79%+20.48%Best
5Y Return (annualized)+0.48%+9.09%Best
Volatility (annualized)6.5%Best14.9%
Max Drawdown-19.0%Best-29.4%
$10,000 over 5 years$10,242$15,450Best
Fund FamilyINDEXIQ ETF TRUSTVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 29, 2021Jan 26, 2011

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 VXUS 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 VXUS Performance

NYLI MacKay Core Plus Bond ETF (CPLB) is an ETF from INDEXIQ ETF TRUST and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year CPLB returned +2.10% while VXUS returned +27.58%. Year to date, CPLB is up 0.83% versus a gain of 16.15% for VXUS.

Over three years, CPLB compounded at +5.79% per year against +20.48% for VXUS; over five years the annualized figures are +0.48% and +9.09% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 14.9% 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 -29.4% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 5.98% against 2.59% for VXUS.

Holdings Overlap

We hold position weights for 438 holdings in CPLB and 8,094 in VXUS, totalling 36.9% and 87.7% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

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

1 positions in common, counted across the 438 positions we hold weights for in CPLB and 8,094 in VXUS, against full books of 966 and 8,747.

Top Shared Holdings

StockWeight in CPLBWeight in VXUSDifference
MIN:AUMineral Resources Ltd 9.25% 01Oct20280.06%0.02%0.04%

You are not choosing between two funds in isolation.

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

CPLBVXUS

Free for up to 10 holdings. No account needed.

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, by $25 a year on a $10,000 investment.

Which performed better, CPLB or VXUS?

Over the past year CPLB returned +2.10% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CPLB or VXUS?

VXUS has been the more volatile fund at 14.9% annualized versus 6.5% for CPLB. Worst drawdown: CPLB -19.0% vs VXUS -29.4%.

Should I hold both CPLB and VXUS?

CPLB and VXUS have a monthly-return correlation of 0.79, 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 VXUS?

CPLB yields 5.98% while VXUS yields 2.59%, so CPLB currently pays the higher dividend yield.

Is VXUS better than CPLB?

VXUS has a lower expense ratio. VXUS 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.