WCPB vs. AGGS

Last updated Jul 30, 2026

WCPB (Weitz Core Plus Bond ETF) and AGGS (Harbor Disciplined Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.90 means they have usually moved in the same direction. WCPB charges 0.45%/yr vs 0.35%/yr for AGGS.

Performance

WCPB vs. AGGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Weitz Core Plus Bond ETF (WCPB) and Harbor Disciplined Bond ETF (AGGS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WCPB achieves a 0.71% return, which is significantly higher than AGGS's -0.13% return.

WCPB

• 1D: -0.38%
• 1M: -1.26%
• 6M: 0.12%
• YTD: 0.71%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

AGGS

• 1D: -0.37%
• 1M: -1.37%
• 6M: -0.30%
• YTD: -0.13%
• 1Y: 3.45%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 5.25%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AGGS Harbor Disciplined Bond ETF	$29.23K	$26.82K	$33.41K
WCPB Weitz Core Plus Bond ETF	$2.08M	$1.78M	$1.23M

WCPB vs. AGGS - Yearly Performance Comparison

	2026 (YTD)	2025
WCPB Weitz Core Plus Bond ETF	0.71%	3.01%
AGGS Harbor Disciplined Bond ETF	-0.13%	3.15%

Correlation

The correlation between WCPB and AGGS is 0.90, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 13, 2025	0.90

Return for Risk

WCPB vs. AGGS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WCPB

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AGGS

AGGS Risk / Return Rank: 37
AGGS Sharpe Ratio Rank: 40
AGGS Sortino Ratio Rank: 39
AGGS Omega Ratio Rank: 36
AGGS Calmar Ratio Rank: 37
AGGS Martin Ratio Rank: 34

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WCPB vs. AGGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Bond ETF (WCPB) and Harbor Disciplined Bond ETF (AGGS). 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.

	WCPB	AGGS	Difference
Sharpe ratio: Return per unit of total volatility	—	0.94	—
Sortino ratio: Return per unit of downside risk	—	1.40	—
Omega ratio: Gain probability vs. loss probability	—	1.17	—
Calmar ratio: Return relative to maximum drawdown	—	1.22	—
Martin ratio: Return relative to average drawdown	—	3.20	—

Drawdowns

WCPB vs. AGGS - Drawdown Comparison

The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum AGGS drawdown of -4.66%. Use the drawdown chart below to compare losses from any high point for WCPB and AGGS.

Drawdown Indicators

	WCPB	AGGS	Difference
Max Drawdown Largest peak-to-trough decline	-2.64%	-4.66%	+2.02%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.84%	—
Current Drawdown Current decline from peak	-1.26%	-1.89%	+0.63%
Average Drawdown Average peak-to-trough decline	-0.58%	-1.18%	+0.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.08%	—

Volatility

Volatility by Period

	WCPB	AGGS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.98%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.86%	3.70%	+0.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.86%	4.61%	-0.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.86%	4.61%	-0.75%

WCPB vs. AGGS - Expense Ratio Comparison

WCPB has a 0.45% expense ratio, which is higher than AGGS's 0.35% expense ratio.

Dividends

WCPB vs. AGGS - Dividend Comparison

WCPB's dividend yield for the trailing twelve months is around 3.60%, less than AGGS's 5.22% yield.

Position	TTM	2025	2024
AGGS Harbor Disciplined Bond ETF	5.22%	5.43%	3.38%
WCPB Weitz Core Plus Bond ETF	3.60%	1.19%	0.00%

Frequently Asked Questions

Can I hold both WCPB and AGGS in my portfolio?

WCPB and AGGS have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WCPB or AGGS?

On fees, AGGS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WCPB or AGGS?

AGGS is cheaper with a 0.35% expense ratio, compared with 0.45% for WCPB.

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

AGGS has the higher dividend yield at 5.22%, compared with 3.60% for WCPB.

What is the main difference between WCPB and AGGS?

They also come from different issuers: Weitz and Harbor. Their fees differ too: 0.45% for WCPB and 0.35% for AGGS.