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WCPB vs. TPLS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WCPB vs. TPLS - Performance Comparison

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

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Returns By Period

In the year-to-date period, WCPB achieves a 0.71% return, which is significantly higher than TPLS's -0.40% return.


WCPB

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

TPLS

1D
-0.57%
1M
-1.71%
6M
-0.65%
YTD
-0.40%
1Y
2.73%
3Y*
5Y*
10Y*
ALL TIME*
3.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$18.90K$305.46K$136.35K
$2.08M$1.78M$1.23M

WCPB vs. TPLS - Yearly Performance Comparison


2026 (YTD)2025
WCPB
Weitz Core Plus Bond ETF
0.71%3.01%
TPLS
Thornburg Core Plus Bond ETF
-0.40%2.76%

Correlation

The correlation between WCPB and TPLS 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

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Return for Risk

WCPB vs. TPLS — 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.


TPLS
TPLS Risk / Return Rank: 2828
Overall Rank
TPLS Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
TPLS Sortino Ratio Rank: 2929
Sortino Ratio Rank
TPLS Omega Ratio Rank: 2727
Omega Ratio Rank
TPLS Calmar Ratio Rank: 2828
Calmar Ratio Rank
TPLS Martin Ratio Rank: 2727
Martin Ratio Rank
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. TPLS - Risk-Adjusted Trends Comparison

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


WCPBTPLSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.13

Calmar ratioReturn relative to maximum drawdown

0.90

Martin ratioReturn relative to average drawdown

2.25

WCPB vs. TPLS - Sharpe Ratio Comparison


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Drawdowns

WCPB vs. TPLS - Drawdown Comparison

The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum TPLS drawdown of -3.04%. Use the drawdown chart below to compare losses from any high point for WCPB and TPLS.


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Drawdown Indicators


WCPBTPLSDifference

Max Drawdown

Largest peak-to-trough decline

-2.64%

-3.04%

+0.40%

Max Drawdown (1Y)

Largest decline over 1 year

-3.04%

Current Drawdown

Current decline from peak

-1.26%

-2.38%

+1.12%

Average Drawdown

Average peak-to-trough decline

-0.58%

-0.97%

+0.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.22%

Volatility

WCPB vs. TPLS - Volatility Comparison


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Volatility by Period


WCPBTPLSDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.99%

Volatility (6M)

Calculated over the trailing 6-month period

2.93%

Volatility (1Y)

Calculated over the trailing 1-year period

3.86%

3.84%

+0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.86%

4.46%

-0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.86%

4.46%

-0.60%

WCPB vs. TPLS - Expense Ratio Comparison

Both WCPB and TPLS have an expense ratio of 0.45%.


Dividends

WCPB vs. TPLS - Dividend Comparison

WCPB's dividend yield for the trailing twelve months is around 3.60%, less than TPLS's 4.72% yield.


PositionTTM2025
TPLS
Thornburg Core Plus Bond ETF
4.72%4.28%
WCPB
Weitz Core Plus Bond ETF
3.60%1.19%

Frequently Asked Questions


With a correlation of 0.91, WCPB and TPLS 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.

Both ETFs have the same 0.45% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

WCPB and TPLS have the same expense ratio: 0.45% per year.

TPLS has the higher dividend yield at 4.72%, compared with 3.60% for WCPB.

They also come from different issuers: Weitz and Thornburg.

Portfolio Optimizer

Find the right allocation for WCPB and TPLS

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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