FISR vs. WCPB

Last updated Jul 17, 2026

FISR (SPDR SSGA Fixed Income Sector Rotation ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.89 suggests significant overlap in exposure. FISR charges 0.50%/yr vs 0.45%/yr for WCPB.

Performance

FISR vs. WCPB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR SSGA Fixed Income Sector Rotation ETF (FISR) 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, FISR achieves a 0.14% return, which is significantly lower than WCPB's 1.31% return.

FISR

• 1D: -0.04%
• 1M: -0.43%
• 6M: -0.32%
• YTD: 0.14%
• 1Y: 4.30%
• 3Y*: 3.30%
• 5Y*: -1.05%
• 10Y*: —

WCPB

• 1D: 0.04%
• 1M: -0.18%
• 6M: 0.60%
• YTD: 1.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FISR vs. WCPB - Yearly Performance Comparison

	2026 (YTD)	2025
FISR SPDR SSGA Fixed Income Sector Rotation ETF	0.14%	2.50%
WCPB Weitz Core Plus Bond ETF	1.31%	3.01%

Correlation

The correlation between FISR and WCPB is 0.89, 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	0.89

Return for Risk

FISR vs. WCPB — Risk / Return Rank

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

FISR

FISR Risk / Return Rank: 33
FISR Sharpe Ratio Rank: 33
FISR Sortino Ratio Rank: 33
FISR Omega Ratio Rank: 30
FISR Calmar Ratio Rank: 34
FISR Martin Ratio Rank: 32

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.

FISR vs. WCPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA Fixed Income Sector Rotation ETF (FISR) 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.

	FISR	WCPB	Difference
Sharpe ratio: Return per unit of total volatility	1.00	—	—
Sortino ratio: Return per unit of downside risk	1.49	—	—
Omega ratio: Gain probability vs. loss probability	1.17	—	—
Calmar ratio: Return relative to maximum drawdown	1.41	—	—
Martin ratio: Return relative to average drawdown	3.73	—	—

Drawdowns

FISR vs. WCPB - Drawdown Comparison

The maximum FISR drawdown since its inception was -20.27%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for FISR and WCPB.

Drawdown Indicators

	FISR	WCPB	Difference
Max Drawdown Largest peak-to-trough decline	-20.27%	-2.64%	-17.63%
Max Drawdown (1Y) Largest decline over 1 year	-3.06%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-6.60%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.10%	—	—
Current Drawdown Current decline from peak	-6.23%	-0.67%	-5.56%
Average Drawdown Average peak-to-trough decline	-7.67%	-0.57%	-7.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.16%	—	—

Volatility

Volatility by Period

	FISR	WCPB	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.19%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.48%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.32%	3.86%	+0.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.60%	3.86%	+2.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.33%	3.86%	+2.47%

FISR vs. WCPB - Expense Ratio Comparison

FISR has a 0.50% expense ratio, which is higher than WCPB's 0.45% expense ratio.

Dividends

FISR vs. WCPB - Dividend Comparison

FISR's dividend yield for the trailing twelve months is around 4.25%, more than WCPB's 3.58% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
FISR SPDR SSGA Fixed Income Sector Rotation ETF	4.25%	3.97%	3.59%	3.50%	2.19%	1.87%	2.47%	2.99%
WCPB Weitz Core Plus Bond ETF	3.58%	1.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both FISR and WCPB in my portfolio?

FISR and WCPB have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FISR or WCPB?

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.

Which ETF is cheaper, FISR or WCPB?

WCPB is cheaper with a 0.45% expense ratio, compared with 0.50% for FISR.

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

FISR has the higher dividend yield at 4.25%, compared with 3.58% for WCPB.

What is the main difference between FISR and WCPB?

They also come from different issuers: State Street and Weitz. Their fees differ too: 0.50% for FISR and 0.45% for WCPB.