WCPB vs DHF

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

WCPB vs DHF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

WCPB

$198M

DHF

$198M

Expense Ratio

WCPB

0.45%

DHF

N/A

Max Drawdown

Winner

WCPB

3.24%

DHF

84.99%

Sharpe Ratio

Winner

WCPB

0.31

DHF

0.14

5Y Beta

Winner

WCPB

0.13

DHF

0.40

5Y Dividends CAGR

WCPB

N/A

DHF

-2.48%

WCPB vs DHF - Historical Returns

Returns include dividend reinvestment.

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

Winner

WCPB

+1.65%

DHF

+1.15%

WCPB

+1.18%

Winner

DHF

+3.93%

Winner

WCPB

+1.76%

DHF

+1.05%

Winner

WCPB

+4.47%

DHF

+3.99%

5Y(CAGR)

WCPB

N/A

DHF

+2.73%

10Y(CAGR)

WCPB

N/A

DHF

+5.85%

Max(CAGR)

Winner

WCPB

+5.34%

DHF

+4.38%

WCPB vs DHF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

WCPB vs DHF Drawdown Comparison

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

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

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

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

Correlation

Correlation between WCPB and DHF 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)

WCPB vs DHF dividend yield comparison.

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