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TWOX vs WMSB

Comparison between ISHARES LARGE CAP ACCELERATED OUTCOME ETF (TWOX, ETF) and Weitz Multisector Bond ETF (WMSB, ETF).

TWOX vs WMSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TWOX
$15M
WMSB
$15M
Expense Ratio
Winner
TWOX
0.50%
WMSB
0.65%
Max Drawdown
TWOX
19.35%
Winner
WMSB
2.64%
Sharpe Ratio
Winner
TWOX
0.76
WMSB
0.20
5Y Beta
TWOX
0.86
Winner
WMSB
0.13

TWOX vs WMSB - Holdings Comparison

TWOX and WMSB have 0 common holdings. Overlap is 0.00%

TWOX's top 25 holdings weight is 98.77%. WMSB's top 25 holdings weight is 98.77%.

RankTWOXWMSB
#1
ISHARES CORE S&P 500 ETF (IVV) - 98.77%
US DOLLARS (n/a) - 43.65%
#2N/A
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5.5% (n/a) - 9.66%
#3N/A
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 9.30%
#4N/A
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.86%
#5N/A
FEDERAL NATIONAL MORTGAGE ASSOCIATION 4.5% (n/a) - 4.12%
#6N/A
FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 2.91%
#7N/A
LFS TOPCO LLC 8.75% (n/a) - 2.73%
#8N/A
FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 2.21%
#9N/A
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.87%
#10N/A
A10 2025-FL6 B (n/a) - 1.85%
#11N/A
A10 2025-FL6 C (n/a) - 1.85%
#12N/A
A10 2025-FL6 D (n/a) - 1.85%
#13N/A
MIDAS OPCO HOLDINGS LLC 5.625% (n/a) - 1.77%
#14N/A
BURFORD CAPITAL GLOBAL FINANCE LLC 6.25% (n/a) - 1.37%
#15N/A
NEWELL BRANDS INC. 6.625% (n/a) - 1.35%
#16N/A
CLEVELAND-CLIFFS INC NEW 144A 7.625% (n/a) - 0.95%
#17N/A
RITHM CAPITAL CORP. 8% (n/a) - 0.94%
#18N/A
PII 5.6 03/01/31 (n/a) - 0.93%
#19N/A
HIW 5.35 01/15/33 (n/a) - 0.93%
#20N/A
WBI 6 1/4 10/15/30 (n/a) - 0.93%
#21N/A
W 6 3/4 11/15/32 (n/a) - 0.93%
#22N/A
COGENT COMMUNICATIONS GROUP LLC 7% (n/a) - 0.92%
#23N/A
WHIRLPOOL CORP. 6.5% (n/a) - 0.89%
#24N/AN/A
#25N/AN/A
Total Holdings123

TWOX vs WMSB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TWOX
-0.17%
WMSB
-0.41%
3M
Winner
TWOX
+2.04%
WMSB
+0.01%
6M
Winner
TWOX
+1.35%
WMSB
+0.60%
1Y
TWOX
+11.72%
WMSB
N/A
Max(CAGR)
Winner
TWOX
+10.24%
WMSB
+4.34%

TWOX vs WMSB - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearTWOXWMSB
2026+2.48%+1.42%
2025+13.31%+1.66%

TWOX vs WMSB Drawdown Comparison

The maximum drawdown for TWOX was -19.35%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The maximum drawdown for WMSB was -1.89%, occurring on Mar 27, 2026. Recovery took 46 trading sessions.

The current TWOX drawdown is -1.83%. The current WMSB drawdown is -0.77%.

RankTWOXWMSB
#1-19.35%
Feb 19, 2025 - Jul 23, 2025
-1.89%
Feb 10, 2026 - Apr 17, 2026
#2-9.51%
Feb 25, 2026 - Jun 1, 2026
-1.12%
Apr 20, 2026 - May 29, 2026
#3-4.10%
Oct 27, 2025 - Nov 26, 2025
-0.83%
Jul 6, 2026 - Jul 23, 2026
#4-2.70%
Oct 8, 2025 - Oct 20, 2025
-0.61%
May 29, 2026 - Jun 15, 2026
#5-2.58%
Dec 11, 2025 - Dec 22, 2025
-0.28%
Dec 3, 2025 - Dec 15, 2025
#6-2.36%
Feb 2, 2026 - Feb 25, 2026
-0.28%
Jan 14, 2026 - Jan 26, 2026
#7-2.15%
Jan 12, 2026 - Jan 27, 2026
-0.26%
Nov 24, 2025 - Dec 2, 2025
#8-1.96%
Jul 15, 2026 - Jul 23, 2026
-0.24%
Jun 16, 2026 - Jun 24, 2026
#9-1.86%
Jul 28, 2025 - Aug 8, 2025
-0.22%
Nov 11, 2025 - Nov 21, 2025
#10-1.32%
Dec 26, 2025 - Jan 9, 2026
-0.22%
Jun 29, 2026 - Jul 6, 2026
#11-1.27%
Jan 23, 2025 - Feb 13, 2025
-0.11%
Nov 7, 2025 - Nov 11, 2025
#12-0.83%
Aug 13, 2025 - Aug 22, 2025
-0.11%
Jan 28, 2026 - Feb 2, 2026
#13-0.78%
Aug 28, 2025 - Sep 4, 2025
-0.10%
Dec 29, 2025 - Jan 5, 2026
#14-0.64%
Jul 10, 2026 - Jul 15, 2026
-0.08%
Feb 3, 2026 - Feb 6, 2026
#15-0.63%
Jul 6, 2026 - Jul 9, 2026
-0.02%
Feb 6, 2026 - Feb 10, 2026

Correlation

Correlation between TWOX and WMSB is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2025 - 2026)

TWOX vs WMSB dividend yield comparison.

YearTWOXWMSB
20260.00%2.68%
20250.57%0.64%

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