CMBS vs. WCPNX
Compare and contrast key facts about iShares CMBS ETF (CMBS) and Weitz Core Plus Income Fund (WCPNX).
CMBS is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. CMBS (ERISA Only) Index. It was launched on Feb 14, 2012. WCPNX is managed by Weitz. It was launched on Jul 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMBS or WCPNX.
Correlation
The correlation between CMBS and WCPNX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CMBS vs. WCPNX - Performance Comparison
Key characteristics
CMBS:
1.74
WCPNX:
1.46
CMBS:
2.61
WCPNX:
2.17
CMBS:
1.32
WCPNX:
1.26
CMBS:
0.86
WCPNX:
1.31
CMBS:
6.42
WCPNX:
4.40
CMBS:
1.33%
WCPNX:
1.69%
CMBS:
4.93%
WCPNX:
5.10%
CMBS:
-16.07%
WCPNX:
-13.87%
CMBS:
-2.08%
WCPNX:
-1.23%
Returns By Period
In the year-to-date period, CMBS achieves a 3.19% return, which is significantly higher than WCPNX's 2.25% return. Over the past 10 years, CMBS has underperformed WCPNX with an annualized return of 1.99%, while WCPNX has yielded a comparatively higher 2.72% annualized return.
CMBS
3.19%
0.25%
3.24%
8.72%
0.56%
1.99%
WCPNX
2.25%
-0.82%
2.03%
6.96%
2.31%
2.72%
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CMBS vs. WCPNX - Expense Ratio Comparison
CMBS has a 0.25% expense ratio, which is lower than WCPNX's 0.89% expense ratio.
Risk-Adjusted Performance
CMBS vs. WCPNX — Risk-Adjusted Performance Rank
CMBS
WCPNX
CMBS vs. WCPNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares CMBS ETF (CMBS) and Weitz Core Plus Income Fund (WCPNX). 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.
Dividends
CMBS vs. WCPNX - Dividend Comparison
CMBS's dividend yield for the trailing twelve months is around 3.05%, less than WCPNX's 4.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMBS iShares CMBS ETF | 3.05% | 3.31% | 2.97% | 2.65% | 2.23% | 2.83% | 2.74% | 2.70% | 2.50% | 2.29% | 2.31% | 2.15% |
WCPNX Weitz Core Plus Income Fund | 4.63% | 5.70% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% |
Drawdowns
CMBS vs. WCPNX - Drawdown Comparison
The maximum CMBS drawdown since its inception was -16.07%, which is greater than WCPNX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for CMBS and WCPNX. For additional features, visit the drawdowns tool.
Volatility
CMBS vs. WCPNX - Volatility Comparison
The current volatility for iShares CMBS ETF (CMBS) is 1.50%, while Weitz Core Plus Income Fund (WCPNX) has a volatility of 2.01%. This indicates that CMBS experiences smaller price fluctuations and is considered to be less risky than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.