EUSB vs. WCPB
EUSB (iShares ESG Advanced Total USD Bond Market ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. EUSB is passively managed, while WCPB is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. EUSB charges 0.12%/yr vs 0.45%/yr for WCPB.
Performance
EUSB vs. WCPB - Performance Comparison
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Returns By Period
In the year-to-date period, EUSB achieves a 0.17% return, which is significantly lower than WCPB's 1.31% return.
EUSB
- 1D
- 0.02%
- 1M
- -0.39%
- 6M
- -0.01%
- YTD
- 0.17%
- 1Y
- 4.22%
- 3Y*
- 4.22%
- 5Y*
- 0.12%
- 10Y*
- —
WCPB
- 1D
- 0.04%
- 1M
- -0.18%
- 6M
- 0.60%
- YTD
- 1.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EUSB vs. WCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 0.17% | 2.69% |
WCPB Weitz Core Plus Bond ETF | 1.31% | 3.01% |
Correlation
The correlation between EUSB and WCPB is 0.90, 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 | 0.90 |
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Return for Risk
EUSB vs. WCPB — Risk / Return Rank
EUSB
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EUSB vs. WCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced Total USD Bond Market ETF (EUSB) 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.
| EUSB | WCPB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | — | — |
| Martin ratioReturn relative to average drawdown | 4.67 | — | — |
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Drawdowns
EUSB vs. WCPB - Drawdown Comparison
The maximum EUSB drawdown since its inception was -17.87%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for EUSB and WCPB.
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Drawdown Indicators
| EUSB | WCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.87% | -2.64% | -15.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.76% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.45% | — | — |
Current DrawdownCurrent decline from peak | -1.32% | -0.67% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -0.57% | -5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | — | — |
Volatility
EUSB vs. WCPB - Volatility Comparison
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Volatility by Period
| EUSB | WCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.49% | 3.86% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 3.86% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.38% | 3.86% | +1.52% |
EUSB vs. WCPB - Expense Ratio Comparison
EUSB has a 0.12% expense ratio, which is lower than WCPB's 0.45% expense ratio.
Dividends
EUSB vs. WCPB - Dividend Comparison
EUSB's dividend yield for the trailing twelve months is around 3.98%, more than WCPB's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.98% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% |
WCPB Weitz Core Plus Bond ETF | 3.58% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EUSB and WCPB have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EUSB is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EUSB is cheaper with a 0.12% expense ratio, compared with 0.45% for WCPB.
EUSB has the higher dividend yield at 3.98%, compared with 3.58% for WCPB.
They also come from different issuers: iShares and Weitz. Their fees differ too: 0.12% for EUSB and 0.45% for WCPB.
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