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SPTB vs WCPB

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF) and Weitz Core Plus Bond ETF (WCPB, ETF).

SPTB vs WCPB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPTB
$187M
Winner
WCPB
$187M
Expense Ratio
Winner
SPTB
0.03%
WCPB
0.45%
Max Drawdown
SPTB
6.32%
Winner
WCPB
3.24%
Sharpe Ratio
SPTB
-0.16
Winner
WCPB
0.19
5Y Beta
Winner
SPTB
-0.01
WCPB
0.12

SPTB vs WCPB - Historical Returns

Returns include dividend reinvestment.

1M
SPTB
-0.28%
Winner
WCPB
-0.05%
3M
SPTB
-1.31%
Winner
WCPB
-0.42%
6M
SPTB
-0.14%
Winner
WCPB
+1.06%
1Y
SPTB
+3.19%
Winner
WCPB
+3.54%
Max(CAGR)
SPTB
+3.91%
Winner
WCPB
+4.39%

SPTB vs WCPB - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearSPTBWCPB
2026-0.27%+0.58%
2025+6.10%+2.93%
2024+2.17%N/A

SPTB vs WCPB Drawdown Comparison

The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.

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

The current SPTB drawdown is -2.15%. The current WCPB drawdown is -1.12%.

RankSPTBWCPB
#1-4.96%
Sep 16, 2024 - Apr 4, 2025
-2.64%
Feb 27, 2026 - Mar 27, 2026
#2-2.90%
Feb 27, 2026 - May 19, 2026
-1.04%
Oct 28, 2025 - Dec 29, 2025
#3-2.66%
Apr 4, 2025 - Aug 1, 2025
-0.70%
Sep 16, 2025 - Oct 10, 2025
#4-1.33%
Jun 14, 2024 - Jul 11, 2024
-0.61%
Jan 14, 2026 - Feb 5, 2026
#5-1.20%
Aug 5, 2024 - Aug 21, 2024
-0.44%
Aug 13, 2025 - Aug 22, 2025
#6-1.01%
Oct 22, 2025 - Nov 26, 2025
-0.42%
Aug 28, 2025 - Sep 3, 2025
#7-0.98%
May 21, 2024 - Jun 3, 2024
-0.25%
Sep 8, 2025 - Sep 11, 2025
#8-0.92%
Jun 6, 2024 - Jun 13, 2024
-0.23%
Dec 29, 2025 - Jan 7, 2026
#9-0.90%
Nov 26, 2025 - Feb 10, 2026
-0.23%
Oct 21, 2025 - Oct 27, 2025
#10-0.67%
Jul 17, 2024 - Jul 30, 2024
-0.19%
Feb 10, 2026 - Feb 12, 2026
#11-0.66%
Sep 16, 2025 - Oct 10, 2025
-0.19%
Aug 22, 2025 - Aug 26, 2025
#12-0.57%
Aug 21, 2024 - Sep 4, 2024
-0.18%
Sep 11, 2025 - Sep 15, 2025
#13-0.56%
Aug 5, 2025 - Aug 27, 2025
-0.16%
Jan 7, 2026 - Jan 9, 2026
#14-0.27%
Aug 28, 2025 - Sep 3, 2025
-0.10%
Feb 13, 2026 - Feb 20, 2026
#15-0.22%
Jul 12, 2024 - Jul 16, 2024
-0.07%
Oct 16, 2025 - Oct 20, 2025

Correlation

Correlation between SPTB and WCPB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2024 - 2026)

SPTB vs WCPB dividend yield comparison.

YearSPTBWCPB
20261.70%1.98%
20254.23%1.19%
20242.76%0.00%

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