WCPB vs. NCPB
WCPB (Weitz Core Plus Bond ETF) and NCPB (Nuveen Core Plus Bond ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their correlation of 0.92 means they have usually moved in the same direction. WCPB charges 0.45%/yr vs 0.30%/yr for NCPB.
Performance
WCPB vs. NCPB - Performance Comparison
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Returns By Period
In the year-to-date period, WCPB achieves a 0.71% return, which is significantly higher than NCPB's -0.04% return.
WCPB
- 1D
- -0.38%
- 1M
- -1.26%
- 6M
- 0.12%
- YTD
- 0.71%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
NCPB
- 1D
- -0.39%
- 1M
- -1.50%
- 6M
- -0.43%
- YTD
- -0.04%
- 1Y
- 3.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $206.90K | $126.67K | $164.27K | |
| $2.08M | $1.78M | $1.23M |
WCPB vs. NCPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WCPB Weitz Core Plus Bond ETF | 0.71% | 3.01% |
NCPB Nuveen Core Plus Bond ETF | -0.04% | 3.35% |
Correlation
The correlation between WCPB and NCPB is 0.92, 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 | 0.92 |
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Return for Risk
WCPB vs. NCPB — Risk / Return Rank
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
NCPB
WCPB vs. NCPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Bond ETF (WCPB) and Nuveen Core Plus Bond ETF (NCPB). 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 | NCPB | 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 | — | 1.32 | — |
| Martin ratioReturn relative to average drawdown | — | 3.71 | — |
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Drawdowns
WCPB vs. NCPB - Drawdown Comparison
The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum NCPB drawdown of -3.59%. Use the drawdown chart below to compare losses from any high point for WCPB and NCPB.
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Drawdown Indicators
| WCPB | NCPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.64% | -3.59% | +0.95% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.88% | — |
Current DrawdownCurrent decline from peak | -1.26% | -1.87% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -0.58% | -0.94% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.02% | — |
Volatility
WCPB vs. NCPB - Volatility Comparison
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Volatility by Period
| WCPB | NCPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.82% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.86% | 3.52% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 4.30% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.86% | 4.30% | -0.44% |
WCPB vs. NCPB - Expense Ratio Comparison
WCPB has a 0.45% expense ratio, which is higher than NCPB's 0.30% expense ratio.
Dividends
WCPB vs. NCPB - Dividend Comparison
WCPB's dividend yield for the trailing twelve months is around 3.60%, less than NCPB's 5.33% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
NCPB Nuveen Core Plus Bond ETF | 5.33% | 5.21% | 5.14% |
WCPB Weitz Core Plus Bond ETF | 3.60% | 1.19% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, WCPB and NCPB 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, NCPB is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NCPB is cheaper with a 0.30% expense ratio, compared with 0.45% for WCPB.
NCPB has the higher dividend yield at 5.33%, compared with 3.60% for WCPB.
They also come from different issuers: Weitz and Nuveen. Their fees differ too: 0.45% for WCPB and 0.30% for NCPB.
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