CPLS vs DUKH
AB Core Plus Bond ETF vs Ocean Park High Income ETF
Which is better, CPLS or DUKH?
Each has led over a different period.
CPLS has a lower expense ratio. CPLS led over the full window, DUKH over 1Y.
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 | CPLS | DUKH |
|---|---|---|
| Expense Ratio | 0.30%Best | 1.07% |
| AUM | $200M | $22M |
| Dividend Yield | 4.87% | 5.12% |
| Holdings | 818 | 12 |
| YTD Return | -2.78% | -1.99%Best |
| 1Y Return | -2.71% | -0.30%Best |
| Volatility (annualized) | 4.3%Tie | 4.3%Tie |
| Max Drawdown | -4.7%Best | -5.7% |
| $10,000 over 2.3 years | $10,535Best | $10,452 |
| Fund Family | AllianceBernstein L.P. | Ocean Park Asset Management |
| Category | Fixed Income | Fixed Income |
| Style | High Yield Bond | High Yield Bond |
| Inception | Dec 13, 2023 | Jul 10, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 11, 2024 to Oct 14, 2026 (2.3 years).
CPLS vs DUKH 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 2.3 years both funds cover.
CPLS vs DUKH Performance
AB Core Plus Bond ETF (CPLS) is an ETF from AllianceBernstein L.P. and Ocean Park High Income ETF (DUKH) is an ETF from Ocean Park Asset Management. Over the past year CPLS returned -2.71% while DUKH returned -0.30%. Year to date, CPLS is down 2.78% versus a loss of 1.99% for DUKH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CPLS and DUKH have been equally volatile, both at 4.3% annualized.
The deepest peak-to-trough decline in our data was -4.7% for CPLS and -5.7% for DUKH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CPLS charges 0.30% per year while DUKH charges 1.07%. On a $10,000 position that is $30 vs $107 annually, a gap of $77 per year that compounds over a long holding period. On income, CPLS currently yields 4.87% against 5.12% for DUKH.
Holdings Overlap
We hold position weights for 382 holdings in CPLS and 1 in DUKH, totalling 66.6% and 30.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 382 positions we hold weights for in CPLS and 1 in DUKH, against full books of 818 and 12.
You are not choosing between two funds in isolation.
Whichever of CPLS and DUKH 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, CPLS or DUKH?
CPLS has an expense ratio of 0.30% while DUKH charges 1.07%. CPLS is the cheaper option, by $77 a year on a $10,000 investment.
Which performed better, CPLS or DUKH?
Over the past year CPLS returned -2.71% vs -0.30% for DUKH, so DUKH leads on 1-year performance. Over the longest common window we track (2 years), CPLS annualized +2.29% vs +1.94% for DUKH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CPLS or DUKH?
CPLS and DUKH have been equally volatile, both at 4.3% annualized. Worst drawdown: CPLS -4.7% vs DUKH -5.7%.
Should I hold both CPLS and DUKH?
CPLS and DUKH have a monthly-return correlation of 0.68, 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, CPLS or DUKH?
CPLS yields 4.87% while DUKH yields 5.12%, so DUKH currently pays the higher dividend yield.
Is DUKH better than CPLS?
CPLS has a lower expense ratio. CPLS led over the full window, DUKH over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.