BRTR vs. WCPB

Last updated Jul 18, 2026

BRTR (Blackrock Total Return ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. BRTR charges 0.38%/yr vs 0.45%/yr for WCPB.

Performance

BRTR vs. WCPB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackrock Total Return ETF (BRTR) and Weitz Core Plus Bond ETF (WCPB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRTR achieves a 0.43% return, which is significantly lower than WCPB's 1.35% return.

BRTR

• 1D: 0.06%
• 1M: -0.14%
• 6M: 0.14%
• YTD: 0.43%
• 1Y: 4.77%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WCPB

• 1D: 0.04%
• 1M: -0.07%
• 6M: 0.80%
• YTD: 1.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRTR vs. WCPB - Yearly Performance Comparison

	2026 (YTD)	2025
BRTR Blackrock Total Return ETF	0.43%	2.92%
WCPB Weitz Core Plus Bond ETF	1.35%	3.01%

Correlation

The correlation between BRTR and WCPB is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 13, 2025	0.93

Return for Risk

BRTR vs. WCPB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRTR

BRTR Risk / Return Rank: 41
BRTR Sharpe Ratio Rank: 47
BRTR Sortino Ratio Rank: 47
BRTR Omega Ratio Rank: 44
BRTR Calmar Ratio Rank: 35
BRTR Martin Ratio Rank: 33

WCPB

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRTR vs. WCPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) 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.

	BRTR	WCPB	Difference
Sharpe ratio: Return per unit of total volatility	1.31	—	—
Sortino ratio: Return per unit of downside risk	1.89	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	1.47	—	—
Martin ratio: Return relative to average drawdown	4.03	—	—

Drawdowns

BRTR vs. WCPB - Drawdown Comparison

The maximum BRTR drawdown since its inception was -5.07%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for BRTR and WCPB.

Drawdown Indicators

	BRTR	WCPB	Difference
Max Drawdown Largest peak-to-trough decline	-5.07%	-2.64%	-2.43%
Max Drawdown (1Y) Largest decline over 1 year	-3.26%	—	—
Current Drawdown Current decline from peak	-1.65%	-0.63%	-1.02%
Average Drawdown Average peak-to-trough decline	-1.36%	-0.57%	-0.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.19%	—	—

Volatility

Volatility by Period

	BRTR	WCPB	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.05%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.92%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.67%	3.85%	-0.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.65%	3.85%	+0.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.65%	3.85%	+0.80%

BRTR vs. WCPB - Expense Ratio Comparison

BRTR has a 0.38% expense ratio, which is lower than WCPB's 0.45% expense ratio.

Dividends

BRTR vs. WCPB - Dividend Comparison

BRTR's dividend yield for the trailing twelve months is around 4.71%, more than WCPB's 3.58% yield.

Position	TTM	2025	2024	2023
BRTR Blackrock Total Return ETF	4.71%	4.86%	5.58%	0.22%
WCPB Weitz Core Plus Bond ETF	3.58%	1.19%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BRTR and WCPB in my portfolio?

With a correlation of 0.93, BRTR and WCPB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BRTR or WCPB?

On fees, BRTR is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRTR or WCPB?

BRTR is cheaper with a 0.38% expense ratio, compared with 0.45% for WCPB.

Which ETF pays a higher dividend yield, BRTR or WCPB?

BRTR has the higher dividend yield at 4.71%, compared with 3.58% for WCPB.

What is the main difference between BRTR and WCPB?

They also come from different issuers: BlackRock and Weitz. Their fees differ too: 0.38% for BRTR and 0.45% for WCPB.