STXT vs. WCPB
STXT (Strive Total Return Bond ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. STXT is passively managed, while WCPB is actively managed. A 0.64 correlation means they provide meaningful diversification when combined. STXT charges 0.49%/yr vs 0.45%/yr for WCPB.
Performance
STXT vs. WCPB - Performance Comparison
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Returns By Period
In the year-to-date period, STXT achieves a -0.78% return, which is significantly lower than WCPB's 1.31% return.
STXT
- 1D
- 0.08%
- 1M
- -1.09%
- 6M
- -1.28%
- YTD
- -0.78%
- 1Y
- 2.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WCPB
- 1D
- 0.04%
- 1M
- -0.18%
- 6M
- 0.60%
- YTD
- 1.31%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
STXT vs. WCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STXT Strive Total Return Bond ETF | -0.78% | 1.61% |
WCPB Weitz Core Plus Bond ETF | 1.31% | 3.01% |
Correlation
The correlation between STXT and WCPB is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 13, 2025 | 0.64 |
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Return for Risk
STXT vs. WCPB — Risk / Return Rank
STXT
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
STXT vs. WCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Total Return Bond ETF (STXT) 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.
| STXT | WCPB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.09 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.66 | — | — |
| Martin ratioReturn relative to average drawdown | 1.62 | — | — |
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Drawdowns
STXT vs. WCPB - Drawdown Comparison
The maximum STXT drawdown since its inception was -5.27%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for STXT and WCPB.
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Drawdown Indicators
| STXT | WCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.27% | -2.64% | -2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | — | — |
Current DrawdownCurrent decline from peak | -2.61% | -0.67% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -1.41% | -0.57% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | — | — |
Volatility
STXT vs. WCPB - Volatility Comparison
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Volatility by Period
| STXT | WCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.11% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.91% | 3.86% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.03% | 3.86% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.03% | 3.86% | +1.17% |
STXT vs. WCPB - Expense Ratio Comparison
STXT has a 0.49% expense ratio, which is higher than WCPB's 0.45% expense ratio.
Dividends
STXT vs. WCPB - Dividend Comparison
STXT's dividend yield for the trailing twelve months is around 4.71%, more than WCPB's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
STXT Strive Total Return Bond ETF | 4.71% | 4.93% | 5.15% | 1.82% |
WCPB Weitz Core Plus Bond ETF | 3.58% | 1.19% | 0.00% | 0.00% |
Frequently Asked Questions
STXT and WCPB have a correlation of 0.64, 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 STXT.
STXT has the higher dividend yield at 4.71%, compared with 3.58% for WCPB.
They also come from different issuers: Strive and Weitz. Their fees differ too: 0.49% for STXT and 0.45% for WCPB.
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