WCPB vs. IMTB
WCPB (Weitz Core Plus Bond ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. WCPB is actively managed, while IMTB is passively managed. Their correlation of 0.88 suggests significant overlap in exposure. WCPB charges 0.45%/yr vs 0.06%/yr for IMTB.
Performance
WCPB vs. IMTB - Performance Comparison
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Returns By Period
In the year-to-date period, WCPB achieves a 1.23% return, which is significantly higher than IMTB's 0.10% return.
WCPB
- 1D
- 0.22%
- 1M
- 0.50%
- 6M
- 1.07%
- YTD
- 1.23%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMTB
- 1D
- 0.11%
- 1M
- 0.17%
- 6M
- 0.25%
- YTD
- 0.10%
- 1Y
- 4.52%
- 3Y*
- 5.15%
- 5Y*
- 0.41%
- 10Y*
- —
WCPB vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WCPB Weitz Core Plus Bond ETF | 1.23% | 3.01% |
IMTB iShares Core 5-10 Year USD Bond ETF | 0.10% | 3.46% |
Correlation
The correlation between WCPB and IMTB is 0.88, 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 | 0.88 |
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Return for Risk
WCPB vs. IMTB — Risk / Return Rank
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IMTB
WCPB vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Bond ETF (WCPB) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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 | IMTB | 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 | — | 1.59 | — |
| Martin ratioReturn relative to average drawdown | — | 4.52 | — |
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Drawdowns
WCPB vs. IMTB - Drawdown Comparison
The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for WCPB and IMTB.
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Drawdown Indicators
| WCPB | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.64% | -18.15% | +15.51% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.86% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.80% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.11% | — |
Current DrawdownCurrent decline from peak | -0.75% | -1.62% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -0.56% | -4.11% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.00% | — |
Volatility
WCPB vs. IMTB - Volatility Comparison
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Volatility by Period
| WCPB | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.28% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.88% | 4.15% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.88% | 6.32% | -2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.88% | 5.18% | -1.30% |
WCPB vs. IMTB - Expense Ratio Comparison
WCPB has a 0.45% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
WCPB vs. IMTB - Dividend Comparison
WCPB's dividend yield for the trailing twelve months is around 3.58%, less than IMTB's 4.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.54% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
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% |
Frequently Asked Questions
WCPB and IMTB have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMTB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.45% for WCPB.
IMTB has the higher dividend yield at 4.54%, compared with 3.58% for WCPB.
They also come from different issuers: Weitz and iShares. Their fees differ too: 0.45% for WCPB and 0.06% for IMTB.
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