WCPB vs. CGCP
WCPB (Weitz Core Plus Bond ETF) and CGCP (Capital Group Core Plus Income ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.91 means they have usually moved in the same direction. WCPB charges 0.45%/yr vs 0.34%/yr for CGCP.
Performance
WCPB vs. CGCP - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WCPB achieves a 0.71% return, which is significantly higher than CGCP's -0.34% return.
WCPB
- 1D
- -0.38%
- 1M
- -1.26%
- 6M
- 0.12%
- YTD
- 0.71%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
CGCP
- 1D
- -0.32%
- 1M
- -1.48%
- 6M
- -0.65%
- YTD
- -0.34%
- 1Y
- 2.96%
- 3Y*
- 4.82%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 1.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.77M | $31.89M | $34.29M | |
| $2.08M | $1.78M | $1.23M |
WCPB vs. CGCP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WCPB Weitz Core Plus Bond ETF | 0.71% | 3.01% |
CGCP Capital Group Core Plus Income ETF | -0.34% | 2.66% |
Correlation
The correlation between WCPB and CGCP is 0.91, 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 | 0.91 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WCPB vs. CGCP — Risk / Return Rank
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CGCP
WCPB vs. CGCP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Bond ETF (WCPB) and Capital Group Core Plus Income ETF (CGCP). 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 | CGCP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.14 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.15 | — |
| Martin ratioReturn relative to average drawdown | — | 3.29 | — |
Loading charts...
Drawdowns
WCPB vs. CGCP - Drawdown Comparison
The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum CGCP drawdown of -15.06%. Use the drawdown chart below to compare losses from any high point for WCPB and CGCP.
Loading charts...
Drawdown Indicators
| WCPB | CGCP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.64% | -15.06% | +12.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.59% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -4.74% | — |
Current DrawdownCurrent decline from peak | -1.26% | -1.83% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -0.58% | -4.79% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.90% | — |
Volatility
WCPB vs. CGCP - Volatility Comparison
Loading charts...
Volatility by Period
| WCPB | CGCP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.07% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.97% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.86% | 3.68% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 6.29% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.86% | 6.29% | -2.43% |
WCPB vs. CGCP - Expense Ratio Comparison
WCPB has a 0.45% expense ratio, which is higher than CGCP's 0.34% expense ratio.
Dividends
WCPB vs. CGCP - Dividend Comparison
WCPB's dividend yield for the trailing twelve months is around 3.60%, less than CGCP's 5.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CGCP Capital Group Core Plus Income ETF | 5.19% | 5.10% | 5.17% | 4.98% | 2.96% |
WCPB Weitz Core Plus Bond ETF | 3.60% | 1.19% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, WCPB and CGCP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, CGCP is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CGCP is cheaper with a 0.34% expense ratio, compared with 0.45% for WCPB.
CGCP has the higher dividend yield at 5.19%, compared with 3.60% for WCPB.
They also come from different issuers: Weitz and Capital Group. Their fees differ too: 0.45% for WCPB and 0.34% for CGCP.
Find the right allocation for WCPB and CGCP
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer