WCPB vs. ZHOG
WCPB (Weitz Core Plus Bond ETF) and ZHOG (F/m Opportunistic Income ETF) are both Intermediate Core-Plus Bond funds. Both are actively managed. Their 0.69 correlation means they have sometimes moved together and sometimes differently. WCPB charges 0.45%/yr vs 0.43%/yr for ZHOG.
Performance
WCPB vs. ZHOG - Performance Comparison
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Returns By Period
In the year-to-date period, WCPB achieves a 0.71% return, which is significantly lower than ZHOG's 0.81% return.
WCPB
- 1D
- -0.38%
- 1M
- -1.26%
- 6M
- 0.12%
- YTD
- 0.71%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
ZHOG
- 1D
- -0.16%
- 1M
- -0.35%
- 6M
- 0.53%
- YTD
- 0.81%
- 1Y
- 3.88%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 6.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.08M | $1.78M | $1.23M | |
| $51.56K | $52.13K | $70.35K |
WCPB vs. ZHOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WCPB Weitz Core Plus Bond ETF | 0.71% | 3.01% |
ZHOG F/m Opportunistic Income ETF | 0.81% | 2.59% |
Correlation
The correlation between WCPB and ZHOG is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 13, 2025 | 0.69 |
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Return for Risk
WCPB vs. ZHOG — Risk / Return Rank
WCPB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ZHOG
WCPB vs. ZHOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Bond ETF (WCPB) and F/m Opportunistic Income ETF (ZHOG). 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 | ZHOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.46 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.98 | — |
| Martin ratioReturn relative to average drawdown | — | 12.31 | — |
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Drawdowns
WCPB vs. ZHOG - Drawdown Comparison
The maximum WCPB drawdown since its inception was -2.64%, smaller than the maximum ZHOG drawdown of -3.66%. Use the drawdown chart below to compare losses from any high point for WCPB and ZHOG.
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Drawdown Indicators
| WCPB | ZHOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.64% | -3.66% | +1.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.31% | — |
Current DrawdownCurrent decline from peak | -1.26% | -0.57% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -0.58% | -0.67% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.32% | — |
Volatility
WCPB vs. ZHOG - Volatility Comparison
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Volatility by Period
| WCPB | ZHOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.67% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.29% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.86% | 1.63% | +2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.86% | 3.93% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.86% | 3.93% | -0.07% |
WCPB vs. ZHOG - Expense Ratio Comparison
WCPB has a 0.45% expense ratio, which is higher than ZHOG's 0.43% expense ratio.
Dividends
WCPB vs. ZHOG - Dividend Comparison
WCPB's dividend yield for the trailing twelve months is around 3.60%, less than ZHOG's 5.52% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
WCPB Weitz Core Plus Bond ETF | 3.60% | 1.19% | 0.00% | 0.00% |
ZHOG F/m Opportunistic Income ETF | 5.52% | 5.35% | 5.50% | 1.70% |
Frequently Asked Questions
WCPB and ZHOG have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZHOG is cheaper at 0.43% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZHOG is cheaper with a 0.43% expense ratio, compared with 0.45% for WCPB.
ZHOG has the higher dividend yield at 5.52%, compared with 3.60% for WCPB.
They also come from different issuers: Weitz and F/m Investments. Their fees differ too: 0.45% for WCPB and 0.43% for ZHOG.
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