ETF Alternatives to MBCRX - MainStay Balanced R2 Mutual Fund

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund MBCRX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to MBCRX: The mutual fund MBCRX has been benchmarked by MainStay in its fund prospectus against a custom index that is comprised of multiple indexes: BofA Merrill Lynch 1-10 Year US Corporate & Government Index and Russell Midcap Value Index

The ETF alternatives to MBCRX listed below consist of (1) ETFs which track the individual indexes comprising the custom index, and (2) ETFs which track other indexes in the same ETFdb.com Categories as the individual indexes comprising the custom index.

ETFs Linked To BofA Merrill Lynch 1-10 Year US Corporate & Government Index

There are no ETFs linked to BofA Merrill Lynch 1-10 Year US Corporate & Government Index.

ETFs Linked To Russell Midcap Value Index

The following table presents exchange traded funds linked to Russell Midcap Value Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
IWS	iShares Russell Mid-Cap Value ETF	$15,224,000	14.16%	0.23%

Total Bond Market ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as BofA Merrill Lynch 1-10 Year US Corporate & Government Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
AGZ	iShares Agency Bond ETF	$547,502	0.16%	0.20%
BND	Vanguard Total Bond Market ETF	$156,799,000	0.14%	0.03%
AGG	iShares Core U.S. Aggregate Bond ETF	$136,226,000	0.12%	0.03%
GVI	iShares Intermediate Government/Credit Bond ETF	$3,733,760	-0.10%	0.20%
GBF	iShares Government/Credit Bond ETF	$123,481	0.07%	0.20%
BIV	Vanguard Intermediate-Term Bond ETF	$28,660,000	-0.45%	0.03%
BLV	Vanguard Long-Term Bond ETF	$5,847,690	-0.02%	0.03%
BSV	Vanguard Short-Term Bond ETF	$44,118,100	0.20%	0.03%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	$16,257,100	1.88%	0.36%
PCEF	Invesco CEF Income Composite ETF	$814,335	3.42%	2.71%
SBND	Columbia Short Duration Bond ETF	$213,660	0.68%	0.25%
XMPT	VanEck CEF Muni Income ETF	$211,352	2.80%	1.97%
SCHZ	Schwab U.S. Aggregate Bond ETF	$10,359,700	0.16%	0.03%
BOND	PIMCO Active Bond Exchange-Traded Fund	$7,989,370	0.29%	0.45%
RAVI	FlexShares Ultra-Short Income Fund	$1,444,910	1.56%	0.25%
ILTB	iShares Core 10+ Year USD Bond ETF	$598,083	0.03%	0.06%
ISTB	iShares Core 1-5 Year USD Bond ETF	$4,911,430	0.38%	0.06%
BNDX	Vanguard Total International Bond ETF	$81,454,100	0.45%	0.07%
ULST	State Street Ultra Short Term Bond ETF	$550,499	1.28%	0.20%
AGZD	WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	$106,253	2.32%	0.23%
HOLD	Harbor Alpha Layering ETF	$8,492	10.10%	0.70%
BYLD	iShares Yield Optimized Bond ETF	$449,105	1.00%	0.13%
IUSB	iShares Core Total USD Bond Market ETF	$41,648,400	0.27%	0.06%
FTSM	First Trust Enhanced Short Maturity ETF	$6,480,890	1.50%	0.29%
FBND	Fidelity Total Bond ETF	$26,132,400	0.34%	0.36%
VBND	Vident U.S. Bond Strategy ETF	$507,387	0.04%	0.41%
TOTL	State Street DoubleLine Total Return Tactical ETF	$4,129,540	-0.73%	0.55%
UBND	VictoryShares Core Plus Intermediate Bond ETF	$1,900,140	-0.33%	0.40%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$868,943	0.22%	0.12%
NFLT	Virtus Newfleet Multi-Sector Bond ETF	$429,956	1.30%	0.50%
NEAR	iShares Short Duration Bond Active ETF	$4,656,530	0.64%	0.25%
RISE	Pictet Emerging Markets Rising Economies ETF	$20,912	N/A	0.73%
IAGG	iShares Core International Aggregate Bond ETF	$11,020,300	0.85%	0.07%
GTO	Invesco Total Return Bond ETF	$2,322,420	0.42%	0.35%
BNDS	Infrastructure Capital Bond Income ETF	$74,715	4.28%	0.88%
LDUR	PIMCO Enhanced Low Duration Active ETF	$1,358,740	0.98%	0.54%
STOT	State Street DoubleLine Short Duration Total Return Tactical ETF	$463,636	0.97%	0.45%
RFCI	ALPS Dynamic Core Income ETF	$15,582	-0.03%	0.51%
NUAG	Nuveen Enhanced Yield U.S. Aggregate Bond ETF	$95,208	0.38%	0.16%
VRIG	Invesco Variable Rate Investment Grade ETF	$1,529,240	1.86%	0.30%
IMTB	iShares Core 5-10 Year USD Bond ETF	$276,732	-0.08%	0.06%
VNLA	Janus Henderson Short Duration Income ETF	$3,286,090	1.51%	0.23%
BNDC	FlexShares Core Select Bond Fund Core Select Bond Fund	$168,238	-0.20%	0.35%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	$3,296,990	-0.04%	0.65%
GRNB	VanEck Green Bond ETF	$179,404	0.18%	0.20%
NUSA	Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF	$33,984	0.29%	0.14%
SHAG	WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund	$42,590	0.34%	0.12%
HTRB	Hartford Total Return Bond ETF	$2,224,540	0.13%	0.29%
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	$452,895	0.01%	0.12%
DIAL	Columbia Diversified Fixed Income Allocation ETF	$392,150	0.65%	0.29%
SPAB	State Street SPDR Portfolio Aggregate Bond ETF	$9,576,200	0.09%	0.03%
USTB	VictoryShares Short-Term Bond ETF	$2,188,360	0.79%	0.34%
UITB	VictoryShares Core Intermediate Bond ETF	$2,632,160	-0.32%	0.25%
PULS	PGIM Ultra Short Bond ETF	$17,074,100	1.77%	0.15%
HTAB	Hartford Schroders Tax-Aware Bond ETF	$296,365	1.52%	0.39%
UCON	First Trust Smith Unconstrained Bond ETF	$3,262,130	0.57%	0.86%
OPER	ClearShares Ultra-Short Maturity ETF	$117,653	1.57%	0.20%
BNDW	Vanguard Total World Bond ETF	$1,877,560	0.29%	0.05%
AFIF	Anfield Universal Fixed Income ETF	$225,130	1.38%	0.85%
EAGG	iShares ESG Aware US Aggregate Bond ETF	$4,810,380	0.06%	0.10%
BGRN	iShares Trust iShares USD Green Bond ETF	$477,594	0.36%	0.20%
LDSF	First Trust Low Duration Strategic Focus ETF	$162,437	0.68%	0.77%
JCPB	JPMorgan Core Plus Bond ETF	$12,822,200	0.42%	0.38%
FISR	State Street Fixed Income Sector Rotation ETF	$406,527	-0.15%	0.50%
SEIX	Virtus Seix Senior Loan ETF	$249,787	2.07%	0.57%
FLCB	Franklin U.S. Core Bond ETF	$2,927,530	0.12%	0.15%
OVB	Overlay Shares Core Bond ETF	$46,916	1.78%	0.79%
EMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund	$211,239	1.67%	0.24%
SPSK	SP Funds Dow Jones Global Sukuk ETF	$606,504	-0.21%	0.50%
HCRB	Hartford Core Bond ETF	$375,457	0.09%	0.29%
BKAG	BNY Mellon Core Bond ETF	$2,107,040	0.14%	0.00%
EUSB	iShares ESG Advanced Universal USD Bond ETF	$715,146	0.00%	0.12%
ADFI	Anfield Dynamic Fixed Income ETF	$50,548	-0.10%	1.07%
TBJL	Innovator 20+ Year Treasury Bond 9 Buffer ETF - July	$18,328	-0.63%	0.79%
TFJL	Innovator 20+ Year Treasury Bond 5 Floor ETF - July	$14,411	-2.46%	0.79%
GCOR	Goldman Sachs Access U.S. Aggregate Bond ETF	$797,836	0.06%	0.08%
RDFI	Rareview Dynamic Fixed Income ETF	$78,377	0.87%	4.23%
AVIG	Avantis Core Fixed Income ETF	$1,883,050	-0.12%	0.15%
AVSF	Avantis Short-Term Fixed Income ETF	$665,661	0.40%	0.15%
VABS	Virtus Newfleet Securitized Income ETF	$112,307	1.61%	0.39%
JSCP	JPMorgan Short Duration Core Plus ETF	$1,504,500	0.48%	0.33%
FIGB	Fidelity Investment Grade Bond ETF	$497,874	-0.10%	0.36%
PAB	PGIM Active Aggregate Bond ETF	$70,132	0.08%	0.19%
JPIB	JPMorgan International Bond Opportunities Fund	$2,008,170	0.44%	0.50%
DYLD	LeaderShares Dynamic Yield ETF	$40,374	0.59%	0.75%
MUSI	American Century Multisector Income ETF	$231,918	0.50%	0.38%
BKUI	BNY Mellon Ultra Short Income ETF	$570,929	1.42%	0.12%
SIFI	Harbor Ares Systematic Multi-Sector Income ETF	$32,475	0.90%	0.50%
OBND	State Street Loomis Sayles Opportunistic Bond ETF	$57,524	1.06%	0.55%
SSFI	Day Hagan / Ned Davis Research Smart Sector Fixed Income ETF	$28,342	0.03%	0.76%
TAGG	T. Rowe Price QM U.S. Bond ETF	$1,914,210	0.04%	0.08%
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	$1,150,160	1.75%	0.17%
TOTR	T. Rowe Price Total Return ETF	$561,510	0.12%	0.31%
JPIE	JPMorgan Income ETF	$9,428,330	1.36%	0.39%
PTRB	PGIM Total Return Bond ETF	$1,012,980	0.18%	0.49%
DFCF	Dimensional Core Fixed Income ETF	$10,594,400	0.20%	0.17%
KDRN	Kingsbarn Tactical Bond ETF	$1,164	1.04%	0.62%
AGGH	Simplify Aggregate Bond ETF	$497,599	0.32%	0.30%
CGCP	Capital Group Core Plus Income ETF	$7,868,250	0.23%	0.34%
HISF	First Trust High Income Strategic Focus ETF	$94,882	-0.13%	0.83%
OACP	OneAscent Core Plus Bond ETF	$265,315	-0.09%	0.67%
DBND	DoubleLine Opportunistic Core Bond ETF	$722,925	-0.61%	0.50%
PFRL	PGIM Floating Rate Income ETF	$116,278	1.98%	0.72%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	$7,875	1.81%	0.13%
SIO	Touchstone Strategic Income ETF	$258,593	0.62%	0.50%
TUSI	Touchstone Ultra Short Income ETF	$526,549	1.38%	0.25%
BNDI	NEOS Enhanced Income Aggregate Bond ETF	$174,151	0.92%	0.58%
BRLN	iShares Floating Rate Loan Active ETF	$53,545	0.97%	0.55%
SDSI	American Century Short Duration Strategic Income ETF	$219,724	1.18%	0.32%
DFSB	Dimensional Global Sustainability Fixed Income ETF	$697,197	0.82%	0.24%
FTBD	Fidelity Tactical Bond ETF	$36,695	0.87%	0.55%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	$1,022,530	0.02%	0.03%
CVSB	Calvert Ultra-Short Investment Grade ETF	$205,092	1.52%	0.24%
UNIY	WisdomTree Voya Yield Enhanced USD Universal Bond Fund ETF	$1,342,030	0.23%	0.15%
FIXT	TCW Core Plus Bond ETF	$207,646	0.05%	0.40%
FXED	Sound Enhanced Fixed Income ETF	$39,520	-0.41%	1.89%
RMIF	LHA Risk-Managed Income ETF	$25,504	-0.98%	1.55%
PYLD	PIMCO Multisector Bond Active Exchange-Traded Fund	$14,062,300	0.82%	0.64%
TSEC	Touchstone Securitized Income ETF	$154,080	1.21%	0.40%
GOOP	Kurv Yield Premium Strategy Google (GOOGL) ETF	$30,132	14.43%	0.99%
SDCP	Virtus Newfleet Short Duration Core Plus Bond ETF	$12,779	1.01%	0.35%
SMTH	ALPS \| Smith Core Plus Bond ETF	$2,800,460	0.19%	0.59%
VPLS	Vanguard Core Plus Bond ETF	$1,573,040	0.48%	0.20%
CPLS	AB Core Plus Bond ETF	$214,290	0.20%	0.30%
VCRB	Vanguard Core Bond ETF	$7,101,110	0.32%	0.10%
WTBN	WisdomTree Bianco Total Return Fund	$106,276	-0.51%	0.60%
FTRB	Federated Hermes Total Return Bond ETF	$582,300	-0.12%	0.39%
FLDB	Fidelity Low Duration Bond ETF	$409,504	1.44%	0.20%
SDFI	AB Short Duration Income ETF	$172,941	0.78%	0.30%
FLXR	TCW Flexible Income ETF	$3,214,170	1.04%	0.40%
CLOB	VanEck AA-BB CLO ETF	$176,397	1.88%	0.45%
SOFR	Amplify Samsung SOFR ETF	$384,626	1.52%	0.20%
EDGF	3EDGE Dynamic Fixed Income ETF	$473,048	0.81%	0.79%
HYBI	NEOS Enhanced Income Credit Select ETF	$219,773	-0.76%	0.68%
GTOS	Invesco Short Duration Total Return Bond ETF	$122,270	0.99%	0.30%
PRIV	State Street IG Public & Private Credit ETF	$844,537	0.36%	0.55%
VSDB	Vanguard Short Duration Bond ETF	$871,287	0.83%	0.15%
VGMS	Vanguard Multi-Sector Income Bond ETF	$225,133	1.01%	0.30%
BDBT	Bluemonte Core Bond ETF	$466,943	-0.04%	0.23%
BLST	Bluemonte Short Term Bond ETF	$162,042	0.17%	0.23%
BLTD	Bluemonte Long Term Bond ETF	$159,662	0.05%	0.23%

Mid Cap Value Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Russell Midcap Value Index.

Symbol Symbol	ETF Name ETF Name	Assets Assets	YTD YTD	Expense Ratio Expense Ratio
IJJ	iShares S&P Mid-Cap 400 Value ETF	$8,452,270	9.94%	0.18%
VOE	Vanguard Mid-Cap Value ETF	$22,613,600	11.32%	0.05%
IWS	iShares Russell Mid-Cap Value ETF	$15,224,000	14.16%	0.23%
RFV	Invesco S&P MidCap 400® Pure Value ETF	$320,370	12.82%	0.35%
IVOV	Vanguard S&P Mid-Cap 400 Value ETF	$1,282,660	9.95%	0.10%
MDYV	State Street SPDR S&P 400 Mid Cap Value ETF	$2,575,070	10.07%	0.15%
IMCV	iShares Morningstar Mid-Cap Value ETF	$1,056,850	10.59%	0.06%
DFAT	Dimensional U.S. Targeted Value ETF	$13,792,800	14.79%	0.28%