SYSB vs. WCPB
SYSB (iShares Systematic Bond ETF) and WCPB (Weitz Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. SYSB is passively managed, while WCPB is actively managed. Their correlation of 0.89 suggests significant overlap in exposure. SYSB charges 0.25%/yr vs 0.45%/yr for WCPB.
Performance
SYSB vs. WCPB - Performance Comparison
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Returns By Period
In the year-to-date period, SYSB achieves a 0.25% return, which is significantly lower than WCPB's 1.35% return.
SYSB
- 1D
- 0.06%
- 1M
- -0.04%
- 6M
- 0.04%
- YTD
- 0.25%
- 1Y
- 4.26%
- 3Y*
- 6.46%
- 5Y*
- 1.42%
- 10Y*
- 2.20%
WCPB
- 1D
- 0.04%
- 1M
- -0.07%
- 6M
- 0.80%
- YTD
- 1.35%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SYSB vs. WCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SYSB iShares Systematic Bond ETF | 0.25% | 3.00% |
WCPB Weitz Core Plus Bond ETF | 1.35% | 3.01% |
Correlation
The correlation between SYSB 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 |
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Return for Risk
SYSB vs. WCPB — Risk / Return Rank
SYSB
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SYSB vs. WCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Systematic Bond ETF (SYSB) 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.
| SYSB | WCPB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | — | — |
| Martin ratioReturn relative to average drawdown | 3.87 | — | — |
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Drawdowns
SYSB vs. WCPB - Drawdown Comparison
The maximum SYSB drawdown since its inception was -18.47%, which is greater than WCPB's maximum drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for SYSB and WCPB.
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Drawdown Indicators
| SYSB | WCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.47% | -2.64% | -15.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -2.99% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.47% | — | — |
Current DrawdownCurrent decline from peak | -1.60% | -0.63% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -3.25% | -0.57% | -2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | — | — |
Volatility
SYSB vs. WCPB - Volatility Comparison
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Volatility by Period
| SYSB | WCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.13% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.17% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.99% | 3.85% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 3.85% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 3.85% | +1.07% |
SYSB vs. WCPB - Expense Ratio Comparison
SYSB has a 0.25% expense ratio, which is lower than WCPB's 0.45% expense ratio.
Dividends
SYSB vs. WCPB - Dividend Comparison
SYSB's dividend yield for the trailing twelve months is around 4.57%, more than WCPB's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYSB iShares Systematic Bond ETF | 4.57% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
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
SYSB 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.
On fees, SYSB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SYSB is cheaper with a 0.25% expense ratio, compared with 0.45% for WCPB.
SYSB has the higher dividend yield at 4.57%, compared with 3.58% for WCPB.
They also come from different issuers: iShares and Weitz. Their fees differ too: 0.25% for SYSB and 0.45% for WCPB.
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