PTRB vs. WCPB
PTRB (PGIM Total Return Bond ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.88 suggests significant overlap in exposure. PTRB charges 0.49%/yr vs 0.45%/yr for WCPB.
Performance
PTRB vs. WCPB - Performance Comparison
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Returns By Period
In the year-to-date period, PTRB achieves a 0.42% return, which is significantly lower than WCPB's 1.35% return.
PTRB
- 1D
- 0.12%
- 1M
- -0.06%
- 6M
- 0.30%
- YTD
- 0.42%
- 1Y
- 4.87%
- 3Y*
- 4.90%
- 5Y*
- —
- 10Y*
- —
WCPB
- 1D
- 0.04%
- 1M
- -0.07%
- 6M
- 0.80%
- YTD
- 1.35%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PTRB vs. WCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PTRB PGIM Total Return Bond ETF | 0.42% | 2.82% |
WCPB Weitz Core Plus Bond ETF | 1.35% | 3.01% |
Correlation
The correlation between PTRB and WCPB is 0.88, 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 | 0.88 |
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Return for Risk
PTRB vs. WCPB — Risk / Return Rank
PTRB
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PTRB vs. WCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond ETF (PTRB) 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.
| PTRB | 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 | 1.69 | — | — |
| Martin ratioReturn relative to average drawdown | 4.55 | — | — |
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Drawdowns
PTRB vs. WCPB - Drawdown Comparison
The maximum PTRB drawdown since its inception was -19.17%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for PTRB and WCPB.
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Drawdown Indicators
| PTRB | WCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.17% | -2.64% | -16.53% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.52% | — | — |
Current DrawdownCurrent decline from peak | -1.53% | -0.63% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -0.57% | -6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | — | — |
Volatility
PTRB vs. WCPB - Volatility Comparison
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Volatility by Period
| PTRB | WCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.13% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 3.85% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.21% | 3.85% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.21% | 3.85% | +2.36% |
PTRB vs. WCPB - Expense Ratio Comparison
PTRB has a 0.49% expense ratio, which is higher than WCPB's 0.45% expense ratio.
Dividends
PTRB vs. WCPB - Dividend Comparison
PTRB's dividend yield for the trailing twelve months is around 4.74%, more than WCPB's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
PTRB PGIM Total Return Bond ETF | 4.74% | 4.73% | 5.10% | 4.62% | 4.07% | 0.12% |
WCPB Weitz Core Plus Bond ETF | 3.58% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
PTRB and WCPB have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
WCPB is cheaper with a 0.45% expense ratio, compared with 0.49% for PTRB.
PTRB has the higher dividend yield at 4.74%, compared with 3.58% for WCPB.
They also come from different issuers: PGIM and Weitz. Their fees differ too: 0.49% for PTRB and 0.45% for WCPB.
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