SJCP vs. WCPB

Last updated Jul 18, 2026

SJCP (SanJac Alpha Core Plus Bond ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. At a 0.29 correlation, their price movements are largely independent. SJCP charges 0.65%/yr vs 0.45%/yr for WCPB.

Performance

SJCP vs. WCPB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SanJac Alpha Core Plus Bond ETF (SJCP) 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, SJCP achieves a 1.10% return, which is significantly lower than WCPB's 1.35% return.

SJCP

• 1D: 0.02%
• 1M: 0.54%
• 6M: 0.82%
• YTD: 1.10%
• 1Y: 4.21%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WCPB

• 1D: 0.04%
• 1M: -0.07%
• 6M: 0.80%
• YTD: 1.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SJCP vs. WCPB - Yearly Performance Comparison

	2026 (YTD)	2025
SJCP SanJac Alpha Core Plus Bond ETF	1.10%	2.24%
WCPB Weitz Core Plus Bond ETF	1.35%	3.01%

Correlation

The correlation between SJCP and WCPB is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 13, 2025	0.29

Return for Risk

SJCP vs. WCPB — Risk / Return Rank

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

SJCP

SJCP Risk / Return Rank: 67
SJCP Sharpe Ratio Rank: 69
SJCP Sortino Ratio Rank: 70
SJCP Omega Ratio Rank: 79
SJCP Calmar Ratio Rank: 55
SJCP Martin Ratio Rank: 63

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.

SJCP vs. WCPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SanJac Alpha Core Plus Bond ETF (SJCP) 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.

	SJCP	WCPB	Difference
Sharpe ratio: Return per unit of total volatility	1.68	—	—
Sortino ratio: Return per unit of downside risk	2.44	—	—
Omega ratio: Gain probability vs. loss probability	1.35	—	—
Calmar ratio: Return relative to maximum drawdown	2.11	—	—
Martin ratio: Return relative to average drawdown	8.29	—	—

Drawdowns

SJCP vs. WCPB - Drawdown Comparison

The maximum SJCP drawdown since its inception was -2.01%, smaller than the maximum WCPB drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for SJCP and WCPB.

Drawdown Indicators

	SJCP	WCPB	Difference
Max Drawdown Largest peak-to-trough decline	-2.01%	-2.64%	+0.63%
Max Drawdown (1Y) Largest decline over 1 year	-2.01%	—	—
Current Drawdown Current decline from peak	-0.22%	-0.63%	+0.41%
Average Drawdown Average peak-to-trough decline	-0.27%	-0.57%	+0.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.51%	—	—

Volatility

Volatility by Period

	SJCP	WCPB	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.73%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.95%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.53%	3.85%	-1.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.42%	3.85%	-1.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.42%	3.85%	-1.43%

SJCP vs. WCPB - Expense Ratio Comparison

SJCP has a 0.65% expense ratio, which is higher than WCPB's 0.45% expense ratio.

Dividends

SJCP vs. WCPB - Dividend Comparison

SJCP's dividend yield for the trailing twelve months is around 3.79%, more than WCPB's 3.58% yield.

Position	TTM	2025	2024
SJCP SanJac Alpha Core Plus Bond ETF	3.79%	4.05%	1.40%
WCPB Weitz Core Plus Bond ETF	3.58%	1.19%	0.00%

Frequently Asked Questions

Can I hold both SJCP and WCPB in my portfolio?

SJCP and WCPB have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SJCP 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, SJCP or WCPB?

WCPB is cheaper with a 0.45% expense ratio, compared with 0.65% for SJCP.

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

SJCP has the higher dividend yield at 3.79%, compared with 3.58% for WCPB.

What is the main difference between SJCP and WCPB?

They also come from different issuers: SanJac Alpha and Weitz. Their fees differ too: 0.65% for SJCP and 0.45% for WCPB.