ADFI vs. WCPB
ADFI (Anfield Dynamic Fixed Income ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. A 0.69 correlation means they provide meaningful diversification when combined. ADFI charges 1.75%/yr vs 0.45%/yr for WCPB.
Performance
ADFI vs. WCPB - Performance Comparison
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Returns By Period
In the year-to-date period, ADFI achieves a -0.29% return, which is significantly lower than WCPB's 1.31% return.
ADFI
- 1D
- -0.11%
- 1M
- -0.75%
- 6M
- -0.58%
- YTD
- -0.29%
- 1Y
- 2.53%
- 3Y*
- 3.07%
- 5Y*
- -0.34%
- 10Y*
- —
WCPB
- 1D
- 0.04%
- 1M
- -0.18%
- 6M
- 0.60%
- YTD
- 1.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ADFI vs. WCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ADFI Anfield Dynamic Fixed Income ETF | -0.29% | 2.45% |
WCPB Weitz Core Plus Bond ETF | 1.31% | 3.01% |
Correlation
The correlation between ADFI and WCPB is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 13, 2025 | 0.69 |
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Return for Risk
ADFI vs. WCPB — Risk / Return Rank
ADFI
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ADFI vs. WCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield Dynamic Fixed Income ETF (ADFI) and Weitz Core Plus Bond ETF (WCPB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADFI | WCPB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.10 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | — | — |
| Martin ratioReturn relative to average drawdown | 2.78 | — | — |
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Drawdowns
ADFI vs. WCPB - Drawdown Comparison
The maximum ADFI drawdown since its inception was -17.62%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for ADFI and WCPB.
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Drawdown Indicators
| ADFI | WCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.62% | -2.64% | -14.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.60% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -16.11% | — | — |
Current DrawdownCurrent decline from peak | -3.91% | -0.67% | -3.24% |
Average DrawdownAverage peak-to-trough decline | -7.52% | -0.57% | -6.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | — | — |
Volatility
ADFI vs. WCPB - Volatility Comparison
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Volatility by Period
| ADFI | WCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.00% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.52% | 3.86% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.22% | 3.86% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.86% | 3.86% | +2.00% |
ADFI vs. WCPB - Expense Ratio Comparison
ADFI has a 1.75% expense ratio, which is higher than WCPB's 0.45% expense ratio.
Dividends
ADFI vs. WCPB - Dividend Comparison
ADFI's dividend yield for the trailing twelve months is around 3.47%, less than WCPB's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ADFI Anfield Dynamic Fixed Income ETF | 3.47% | 3.30% | 3.17% | 2.90% | 1.60% | 0.80% | 0.50% |
WCPB Weitz Core Plus Bond ETF | 3.58% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ADFI and WCPB have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WCPB is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WCPB is cheaper with a 0.45% expense ratio, compared with 1.75% for ADFI.
WCPB has the higher dividend yield at 3.58%, compared with 3.47% for ADFI.
They also come from different issuers: Anfield and Weitz. Their fees differ too: 1.75% for ADFI and 0.45% for WCPB.
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