UBND vs. WCPNX
Compare and contrast key facts about VictoryShares Core Plus Intermediate Bond ETF (UBND) and Weitz Core Plus Income Fund (WCPNX).
UBND is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021. WCPNX is managed by Weitz. It was launched on Jul 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBND or WCPNX.
Correlation
The correlation between UBND and WCPNX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UBND vs. WCPNX - Performance Comparison
Key characteristics
UBND:
1.13
WCPNX:
1.16
UBND:
1.66
WCPNX:
1.70
UBND:
1.20
WCPNX:
1.20
UBND:
0.79
WCPNX:
1.23
UBND:
3.27
WCPNX:
3.43
UBND:
1.79%
WCPNX:
1.70%
UBND:
5.07%
WCPNX:
5.07%
UBND:
-16.53%
WCPNX:
-13.87%
UBND:
-1.79%
WCPNX:
-1.54%
Returns By Period
In the year-to-date period, UBND achieves a 1.83% return, which is significantly lower than WCPNX's 1.93% return.
UBND
1.83%
0.10%
1.37%
5.70%
N/A
N/A
WCPNX
1.93%
0.21%
1.60%
5.84%
2.24%
2.71%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UBND vs. WCPNX - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is lower than WCPNX's 0.89% expense ratio.
Risk-Adjusted Performance
UBND vs. WCPNX — Risk-Adjusted Performance Rank
UBND
WCPNX
UBND vs. WCPNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and Weitz Core Plus Income Fund (WCPNX). 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.
Dividends
UBND vs. WCPNX - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.57%, less than WCPNX's 5.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.22% | 4.63% | 4.37% | 3.28% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WCPNX Weitz Core Plus Income Fund | 5.08% | 5.26% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% |
Drawdowns
UBND vs. WCPNX - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, which is greater than WCPNX's maximum drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for UBND and WCPNX. For additional features, visit the drawdowns tool.
Volatility
UBND vs. WCPNX - Volatility Comparison
VictoryShares Core Plus Intermediate Bond ETF (UBND) has a higher volatility of 1.73% compared to Weitz Core Plus Income Fund (WCPNX) at 1.64%. This indicates that UBND's price experiences larger fluctuations and is considered to be riskier than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.