CPLB vs HTRB
NYLIM MacKay Core Plus Bond ETF vs Hartford Total Return Bond ETF
Which is better, CPLB or HTRB?
Nearly the same fund. HTRB costs less.
HTRB has a lower expense ratio. CPLB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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
| Metric | CPLB | HTRB |
|---|---|---|
| Expense Ratio | 0.30% | 0.29%Best |
| AUM | $407M | $2.2B |
| Dividend Yield | 6.15% | 5.30% |
| Holdings | 996 | 3,625 |
| YTD Return | -1.14%Best | -2.45% |
| 1Y Return | -0.97%Best | -2.40% |
| 3Y Return (annualized) | +5.97%Best | +5.10% |
| 5Y Return (annualized) | +0.20%Best | -0.39% |
| Volatility (annualized) | 6.6%Best | 6.8% |
| Max Drawdown | -19.0%Best | -19.5% |
| $10,000 over 5 years | $10,100Best | $9,807 |
| Fund Family | New York Life Investments | Hartford Funds |
| Category | Fixed Income | Fixed Income |
| Inception | Jun 29, 2021 | Sep 27, 2017 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Jun 29, 2021 to Oct 14, 2026 (5.3 years).
CPLB vs HTRB 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 5.3 years both funds cover.
CPLB vs HTRB Performance
NYLIM MacKay Core Plus Bond ETF (CPLB) is an ETF from New York Life Investments and Hartford Total Return Bond ETF (HTRB) is an ETF from Hartford Funds. Over the past year CPLB returned -0.97% while HTRB returned -2.40%. Year to date, CPLB is down 1.14% versus a loss of 2.45% for HTRB.
Over three years, CPLB compounded at +5.97% per year against +5.10% for HTRB; over five years the annualized figures are +0.20% and -0.39% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HTRB has been the more volatile fund, with annualized monthly volatility of 6.8% 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 -19.5% for HTRB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CPLB charges 0.30% per year while HTRB charges 0.29%. On a $10,000 position that is $30 vs $29 annually, a gap of $1 per year that compounds over a long holding period. On income, CPLB currently yields 6.15% against 5.30% for HTRB.
Holdings Overlap
We hold position weights for 438 holdings in CPLB and 1,147 in HTRB, totalling 36.9% and 56.5% 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, 24 positions appear in both.
The two holdings books were reported 51 days apart, CPLB as of Aug 18, 2026 and HTRB as of Oct 8, 2026, so some of the difference between them is the time between the two reports rather than the funds.
24 positions in common, counted across the 438 positions we hold weights for in CPLB and 1,147 in HTRB, against full books of 996 and 3,625.
Top Shared Holdings
| Stock | Weight in CPLB | Weight in HTRB | Difference |
|---|---|---|---|
| MSC 2014-150E AMorgan Stanley Capital I Trust 2014-150E 3.912 09-09-2032 | 0.26% | 0.11% | 0.15% |
| SYF V5.45 03/06/31Synchrony Financial 5.45 03/06/2031 | 0.23% | 0.05% | 0.18% |
| EIX 5.25 03/15/32Edison International 5.25% Mar 15, 2032 | 0.22% | 0.02% | 0.20% |
| VDCR 2023-1A A2ARetained Vantage Data Centers Vdcr 2023 1A A2A 144A | 0.11% | 0.12% | 0.01% |
| TCN 2024-SFR4 ATricon Residential 2024-Sfr4 Trust Ser 2024-Sfr4 Cl A Regd 144A P/P 4.30000000 | 0.12% | 0.09% | 0.03% |
| SRE 6 06/15/55Southern California Gas Company 6.0% 15-Jun-2055 | 0.15% | 0.05% | 0.10% |
| PNW 6.35 12/15/32Arizona Public Service 6.35 12/15/2032 | 0.19% | 0.00% | 0.19% |
| CHTR 6.75 06/15/39Time Warner Cable Llc | 0.16% | 0.01% | 0.15% |
| TIBX 6.5 03/31/29 14Picard Midco Inc 6.5% 31Mar2029 | 0.13% | 0.03% | 0.10% |
| MS V2.511 10/20/32 MMorgan Stanley 2.511 10/20/2032 | 0.14% | 0.01% | 0.13% |
You are not choosing between two funds in isolation.
Whichever of CPLB and HTRB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CPLB or HTRB?
CPLB has an expense ratio of 0.30% while HTRB charges 0.29%. HTRB is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, CPLB or HTRB?
Over the past year CPLB returned -0.97% vs -2.40% for HTRB, so CPLB leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CPLB or HTRB?
HTRB has been the more volatile fund at 6.8% annualized versus 6.6% for CPLB. Worst drawdown: CPLB -19.0% vs HTRB -19.5%.
Should I hold both CPLB and HTRB?
CPLB and HTRB have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, CPLB or HTRB?
CPLB yields 6.15% while HTRB yields 5.30%, so CPLB currently pays the higher dividend yield.
Is HTRB better than CPLB?
HTRB has a lower expense ratio. CPLB led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.