IBTQ vs WCPB
Comparison between ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF) and Weitz Core Plus Bond ETF (WCPB, ETF).
IBTQ vs WCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTQ
$234M
WCPB
$233M
Expense Ratio
Winner
IBTQ
0.07%
WCPB
0.45%
Max Drawdown
IBTQ
5.43%
Winner
WCPB
3.45%
Sharpe Ratio
IBTQ
-0.40
Winner
WCPB
0.16
5Y Beta
Winner
IBTQ
0.02
WCPB
0.12
IBTQ vs WCPB - Historical Returns
Returns include dividend reinvestment.
1M
IBTQ
+0.87%
Winner
WCPB
+1.13%
3M
IBTQ
+0.24%
Winner
WCPB
+0.96%
6M
IBTQ
-2.09%
Winner
WCPB
+0.21%
1Y
IBTQ
+1.89%
Winner
WCPB
+4.63%
Max(CAGR)
IBTQ
+3.19%
Winner
WCPB
+4.53%
IBTQ vs WCPB - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | IBTQ | WCPB |
|---|---|---|
| 2026 | -0.45% | +1.68% |
| 2025 | +5.09% | +2.93% |
IBTQ vs WCPB Drawdown Comparison
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for WCPB was -2.64%, occurring on Mar 27, 2026. Recovery took 82 trading sessions.
The current IBTQ drawdown is -2.77%. The current WCPB drawdown is -0.29%.
| Rank | IBTQ | WCPB |
|---|---|---|
| #1 | -4.26% Feb 27, 2026 - May 19, 2026 | -2.64% Feb 27, 2026 - Jun 26, 2026 |
| #2 | -3.90% Apr 4, 2025 - Aug 28, 2025 | -1.50% Jun 29, 2026 - Jul 31, 2026 |
| #3 | -1.60% Nov 26, 2025 - Feb 12, 2026 | -1.04% Oct 28, 2025 - Dec 29, 2025 |
| #4 | -1.45% Oct 22, 2025 - Nov 25, 2025 | -0.70% Sep 16, 2025 - Oct 10, 2025 |
| #5 | -1.09% Sep 11, 2025 - Oct 10, 2025 | -0.61% Jan 14, 2026 - Feb 5, 2026 |
| #6 | -0.52% Aug 28, 2025 - Sep 4, 2025 | -0.44% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -0.29% Sep 8, 2025 - Sep 10, 2025 | -0.42% Aug 28, 2025 - Sep 3, 2025 |
| #8 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -0.25% Sep 8, 2025 - Sep 11, 2025 |
| #9 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -0.23% Dec 29, 2025 - Jan 7, 2026 |
| #10 | -0.12% Apr 1, 2025 - Apr 3, 2025 | -0.23% Oct 21, 2025 - Oct 27, 2025 |
| #11 | -0.11% Mar 26, 2025 - Mar 28, 2025 | -0.19% Feb 10, 2026 - Feb 12, 2026 |
| #12 | -0.10% Oct 14, 2025 - Oct 16, 2025 | -0.19% Aug 22, 2025 - Aug 26, 2025 |
| #13 | -0.10% Feb 23, 2026 - Feb 26, 2026 | -0.18% Sep 11, 2025 - Sep 15, 2025 |
| #14 | N/A | -0.16% Jan 7, 2026 - Jan 9, 2026 |
| #15 | N/A | -0.10% Feb 13, 2026 - Feb 20, 2026 |
Correlation
Correlation between IBTQ and WCPB is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2025 - 2026)
IBTQ vs WCPB dividend yield comparison.
| Year | IBTQ | WCPB |
|---|---|---|
| 2026 | 2.29% | 2.80% |
| 2025 | 2.80% | 1.19% |
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