WCPNX vs. AGG
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and iShares Core U.S. Aggregate Bond ETF (AGG).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCPNX or AGG.
Correlation
The correlation between WCPNX and AGG is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WCPNX vs. AGG - Performance Comparison
Key characteristics
WCPNX:
1.26
AGG:
1.02
WCPNX:
1.90
AGG:
1.49
WCPNX:
1.23
AGG:
1.18
WCPNX:
1.06
AGG:
0.41
WCPNX:
3.63
AGG:
2.53
WCPNX:
1.71%
AGG:
2.14%
WCPNX:
4.91%
AGG:
5.29%
WCPNX:
-13.87%
AGG:
-18.43%
WCPNX:
-0.62%
AGG:
-6.58%
Returns By Period
The year-to-date returns for both stocks are quite close, with WCPNX having a 2.35% return and AGG slightly lower at 2.27%. Over the past 10 years, WCPNX has outperformed AGG with an annualized return of 2.81%, while AGG has yielded a comparatively lower 1.56% annualized return.
WCPNX
2.35%
1.52%
0.12%
5.45%
1.68%
2.81%
AGG
2.27%
1.46%
-0.70%
4.67%
-0.87%
1.56%
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WCPNX vs. AGG - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
WCPNX vs. AGG — Risk-Adjusted Performance Rank
WCPNX
AGG
WCPNX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
Dividends
WCPNX vs. AGG - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 5.06%, more than AGG's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 5.10% | 5.70% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.72% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
WCPNX vs. AGG - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.87%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for WCPNX and AGG. For additional features, visit the drawdowns tool.
Volatility
WCPNX vs. AGG - Volatility Comparison
Weitz Core Plus Income Fund (WCPNX) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.55% and 1.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.