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WCPB vs. BCPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WCPB vs. BCPL - Performance Comparison

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

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Returns By Period


WCPB

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

BCPL

1D
-0.20%
1M
-1.67%
6M
-0.32%
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$625.20K$1.13M$1.40M
$2.08M$1.78M$1.23M

WCPB vs. BCPL - Yearly Performance Comparison


Correlation

The correlation between WCPB and BCPL is 0.87, 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 Jan 12, 2026

0.87

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Return for Risk

WCPB vs. BCPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Bond ETF (WCPB) and BNY Mellon Core Plus ETF (BCPL). 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.


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

WCPB vs. BCPL - Sharpe Ratio Comparison


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Drawdowns

WCPB vs. BCPL - Drawdown Comparison

The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum BCPL drawdown of -2.95%. Use the drawdown chart below to compare losses from any high point for WCPB and BCPL.


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Drawdown Indicators


WCPBBCPLDifference

Max Drawdown

Largest peak-to-trough decline

-2.64%

-2.95%

+0.31%

Current Drawdown

Current decline from peak

-1.26%

-1.92%

+0.66%

Average Drawdown

Average peak-to-trough decline

-0.58%

-1.08%

+0.50%

Volatility

WCPB vs. BCPL - Volatility Comparison


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Volatility by Period


WCPBBCPLDifference

Volatility (1Y)

Calculated over the trailing 1-year period

3.86%

3.96%

-0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.86%

3.96%

-0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.86%

3.96%

-0.10%

WCPB vs. BCPL - Expense Ratio Comparison

WCPB has a 0.45% expense ratio, which is higher than BCPL's 0.40% expense ratio.


Dividends

WCPB vs. BCPL - Dividend Comparison

WCPB's dividend yield for the trailing twelve months is around 3.60%, more than BCPL's 1.95% yield.


PositionTTM2025
BCPL
BNY Mellon Core Plus ETF
1.95%0.00%
WCPB
Weitz Core Plus Bond ETF
3.60%1.19%

Frequently Asked Questions


WCPB and BCPL have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BCPL is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BCPL is cheaper with a 0.40% expense ratio, compared with 0.45% for WCPB.

WCPB has the higher dividend yield at 3.60%, compared with 1.95% for BCPL.

They also come from different issuers: Weitz and BNY Mellon. Their fees differ too: 0.45% for WCPB and 0.40% for BCPL.

Portfolio Optimizer

Find the right allocation for WCPB and BCPL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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