DHF vs WCPB

Comparison between BNY Mellon High Yield Strategies Fund (DHF, ETF) and Weitz Core Plus Bond ETF (WCPB, ETF).

DHF vs WCPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHF(ETF)	WCPB(ETF)
Net Assets	$198M	$198M
Expense Ratio	N/A	0.45%
Max Drawdown	84.99%	3.24%
Sharpe Ratio	0.14	0.31
5Y Beta	0.40	0.13
5Y Dividends CAGR	-2.48%	N/A

Net Assets

DHF

$198M

Winner

WCPB

$198M

Expense Ratio

DHF

N/A

WCPB

0.45%

Max Drawdown

DHF

84.99%

Winner

WCPB

3.24%

Sharpe Ratio

DHF

0.14

Winner

WCPB

0.31

5Y Beta

DHF

0.40

Winner

WCPB

0.13

5Y Dividends CAGR

DHF

-2.48%

WCPB

N/A

DHF vs WCPB - Historical Returns

Returns include dividend reinvestment.

Period	DHF	WCPB
1 month	+1.15%	+1.65%
3 months	+3.93%	+1.18%
6 months	+1.05%	+1.76%
1 year	+3.99%	+4.47%
5 years(CAGR)	+2.73%	N/A
10 years(CAGR)	+5.85%	N/A
Max(CAGR)	+4.38%	+5.34%

DHF

+1.15%

Winner

WCPB

+1.65%

Winner

DHF

+3.93%

WCPB

+1.18%

DHF

+1.05%

Winner

WCPB

+1.76%

DHF

+3.99%

Winner

WCPB

+4.47%

5Y(CAGR)

DHF

+2.73%

WCPB

N/A

10Y(CAGR)

DHF

+5.85%

WCPB

N/A

Max(CAGR)

DHF

+4.38%

Winner

WCPB

+5.34%

DHF vs WCPB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DHF	WCPB
2026	+0.34%	+1.48%
2025	+4.42%	+2.93%
2024	+20.54%	N/A
2023	+12.87%	N/A
2022	-24.19%	N/A
2021	+11.81%	N/A
2020	+6.03%	N/A
2019	+23.77%	N/A
2018	-10.01%	N/A
2017	+8.75%	N/A
2016	+20.76%	N/A
2015	-5.85%	N/A
2014	-3.44%	N/A
2013	+6.16%	N/A
2012	+2.76%	N/A
2011	+10.98%	N/A
2010	+32.33%	N/A
2009	+77.84%	N/A
2008	-32.39%	N/A
2007	-4.39%	N/A
2006	+17.49%	N/A
2005	-9.02%	N/A
2004	-2.32%	N/A
2003	+56.23%	N/A
2002	-17.18%	N/A
2001	-10.03%	N/A
2000	-30.51%	N/A
1999	-9.65%	N/A

DHF vs WCPB Drawdown Comparison

The maximum drawdown for DHF was -60.22%, occurring on Nov 21, 2008. Recovery took 2542 trading sessions.

The maximum drawdown for WCPB was -2.64%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current DHF drawdown is -3.46%. The current WCPB drawdown is -0.23%.

Rank	DHF	WCPB
#1	-60.22% Nov 3, 1999 - Dec 11, 2009	-2.64% Feb 27, 2026 - Mar 27, 2026
#2	-42.95% Feb 20, 2020 - Nov 23, 2020	-1.04% Oct 28, 2025 - Dec 29, 2025
#3	-37.83% Jun 30, 2021 - Jul 17, 2025	-0.70% Sep 16, 2025 - Oct 10, 2025
#4	-26.16% Jun 23, 2014 - Aug 23, 2016	-0.61% Jan 14, 2026 - Feb 5, 2026
#5	-19.30% Oct 2, 2018 - Apr 1, 2019	-0.44% Aug 13, 2025 - Aug 22, 2025
#6	-17.75% Jun 2, 2011 - Apr 2, 2012	-0.42% Aug 28, 2025 - Sep 3, 2025
#7	-14.63% May 8, 2013 - Apr 3, 2014	-0.25% Sep 8, 2025 - Sep 11, 2025
#8	-14.00% May 2, 2012 - Jan 29, 2013	-0.23% Dec 29, 2025 - Jan 7, 2026
#9	-11.38% Nov 10, 2010 - Feb 14, 2011	-0.23% Oct 21, 2025 - Oct 27, 2025
#10	-11.34% Sep 2, 2016 - Jan 27, 2017	-0.19% Feb 10, 2026 - Feb 12, 2026
#11	-11.34% Apr 5, 2010 - Jul 7, 2010	-0.19% Aug 22, 2025 - Aug 26, 2025
#12	-8.67% Feb 10, 2026 - Mar 20, 2026	-0.18% Sep 11, 2025 - Sep 15, 2025
#13	-7.54% Oct 10, 2017 - Oct 2, 2018	-0.16% Jan 7, 2026 - Jan 9, 2026
#14	-6.34% Jan 12, 2010 - Feb 23, 2010	-0.10% Feb 13, 2026 - Feb 20, 2026
#15	-5.19% Mar 2, 2017 - Apr 10, 2017	-0.07% Oct 16, 2025 - Oct 20, 2025

Correlation

Correlation between DHF and WCPB is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2000 - 2026)

DHF vs WCPB dividend yield comparison.

Year	DHF	WCPB
2026	3.63%	1.96%
2025	8.47%	1.19%
2024	8.14%	0.00%
2023	7.86%	0.00%
2022	10.12%	0.00%
2021	8.24%	0.00%
2020	8.60%	0.00%
2019	8.52%	0.00%
2018	10.41%	0.00%
2017	8.98%	0.00%
2016	9.76%	0.00%
2015	11.30%	0.00%
2014	10.14%	0.00%
2013	9.88%	0.00%
2012	10.92%	0.00%
2011	11.51%	0.00%
2010	11.29%	0.00%
2009	9.97%	0.00%
2008	15.74%	0.00%
2007	9.14%	0.00%
2006	9.15%	0.00%
2005	10.66%	0.00%
2004	10.62%	0.00%
2003	11.56%	0.00%
2002	20.33%	0.00%
2001	16.29%	0.00%
2000	7.76%	0.00%