IUSB vs. WCPB
IUSB (iShares Core Universal USD Bond ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. IUSB is passively managed, while WCPB is actively managed. Their correlation of 0.92 suggests significant overlap in exposure. IUSB charges 0.06%/yr vs 0.45%/yr for WCPB.
Performance
IUSB vs. WCPB - Performance Comparison
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Returns By Period
In the year-to-date period, IUSB achieves a 0.41% return, which is significantly lower than WCPB's 1.31% return.
IUSB
- 1D
- 0.00%
- 1M
- -0.45%
- 6M
- 0.07%
- YTD
- 0.41%
- 1Y
- 4.51%
- 3Y*
- 4.37%
- 5Y*
- 0.21%
- 10Y*
- 1.80%
WCPB
- 1D
- 0.04%
- 1M
- -0.18%
- 6M
- 0.60%
- YTD
- 1.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSB vs. WCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IUSB iShares Core Universal USD Bond ETF | 0.41% | 2.60% |
WCPB Weitz Core Plus Bond ETF | 1.31% | 3.01% |
Correlation
The correlation between IUSB and WCPB is 0.92, 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 | 0.92 |
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Return for Risk
IUSB vs. WCPB — Risk / Return Rank
IUSB
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSB vs. WCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Universal USD Bond ETF (IUSB) 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.
| IUSB | WCPB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.22 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | — | — |
| Martin ratioReturn relative to average drawdown | 4.97 | — | — |
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Drawdowns
IUSB vs. WCPB - Drawdown Comparison
The maximum IUSB drawdown since its inception was -17.90%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for IUSB and WCPB.
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Drawdown Indicators
| IUSB | WCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.90% | -2.64% | -15.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.82% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -17.90% | — | — |
Current DrawdownCurrent decline from peak | -1.34% | -0.67% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -3.57% | -0.57% | -3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | — | — |
Volatility
IUSB vs. WCPB - Volatility Comparison
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Volatility by Period
| IUSB | WCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.05% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.56% | 3.86% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.81% | 3.86% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 3.86% | +1.18% |
IUSB vs. WCPB - Expense Ratio Comparison
IUSB has a 0.06% expense ratio, which is lower than WCPB's 0.45% expense ratio.
Dividends
IUSB vs. WCPB - Dividend Comparison
IUSB'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 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSB iShares Core Universal USD Bond ETF | 4.25% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
WCPB Weitz Core Plus Bond ETF | 3.58% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, IUSB 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.
On fees, IUSB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSB is cheaper with a 0.06% expense ratio, compared with 0.45% for WCPB.
IUSB has the higher dividend yield at 4.25%, compared with 3.58% for WCPB.
They also come from different issuers: iShares and Weitz. Their fees differ too: 0.06% for IUSB and 0.45% for WCPB.
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