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WCPB vs IEUS

Comparison between Weitz Core Plus Bond ETF (WCPB, ETF) and ISHARES MSCI EUROPE SMALL-CAP ETF (IEUS, ETF).

WCPB vs IEUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
WCPB
$187M
IEUS
$187M
Expense Ratio
WCPB
0.45%
Winner
IEUS
0.41%
Max Drawdown
Winner
WCPB
3.24%
IEUS
63.29%
Sharpe Ratio
WCPB
0.19
Winner
IEUS
0.54
5Y Beta
Winner
WCPB
0.12
IEUS
0.82
5Y Dividends CAGR
WCPB
N/A
IEUS
15.61%

WCPB vs IEUS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WCPB
-0.05%
IEUS
-0.89%
3M
WCPB
-0.42%
Winner
IEUS
+3.50%
6M
WCPB
+1.06%
Winner
IEUS
+7.40%
1Y
WCPB
+3.54%
Winner
IEUS
+11.48%
5Y(CAGR)
WCPB
N/A
IEUS
+2.53%
10Y(CAGR)
WCPB
N/A
IEUS
+7.37%
Max(CAGR)
WCPB
+4.39%
Winner
IEUS
+5.15%

WCPB vs IEUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearWCPBIEUS
2026+0.58%+3.86%
2025+2.93%+32.60%
2024N/A+0.48%
2023N/A+15.88%
2022N/A-27.58%
2021N/A+14.12%
2020N/A+12.04%
2019N/A+29.83%
2018N/A-20.94%
2017N/A+34.92%
2016N/A+0.02%
2015N/A+11.00%
2014N/A-3.13%
2013N/A+24.70%
2012N/A+18.87%
2011N/A-19.49%
2010N/A+16.64%
2009N/A+40.90%
2008N/A-47.75%
2007N/A-0.03%

WCPB vs IEUS 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 IEUS was -62.11%, occurring on Mar 9, 2009. Recovery took 1447 trading sessions.

The current WCPB drawdown is -1.12%. The current IEUS drawdown is -3.16%.

RankWCPBIEUS
#1-2.64%
Feb 27, 2026 - Mar 27, 2026
-62.11%
Dec 10, 2007 - Sep 10, 2013
#2-1.04%
Oct 28, 2025 - Dec 29, 2025
-44.82%
Sep 2, 2021 - Jun 27, 2025
#3-0.70%
Sep 16, 2025 - Oct 10, 2025
-44.21%
Jan 26, 2018 - Nov 23, 2020
#4-0.61%
Jan 14, 2026 - Feb 5, 2026
-18.57%
May 15, 2015 - Mar 16, 2017
#5-0.44%
Aug 13, 2025 - Aug 22, 2025
-17.73%
Jul 3, 2014 - May 8, 2015
#6-0.42%
Aug 28, 2025 - Sep 3, 2025
-12.81%
Feb 10, 2026 - Apr 17, 2026
#7-0.25%
Sep 8, 2025 - Sep 11, 2025
-7.69%
Jul 23, 2025 - Dec 23, 2025
#8-0.23%
Dec 29, 2025 - Jan 7, 2026
-7.38%
Jan 22, 2014 - Feb 28, 2014
#9-0.23%
Oct 21, 2025 - Oct 27, 2025
-6.90%
Jun 8, 2021 - Aug 3, 2021
#10-0.19%
Feb 10, 2026 - Feb 12, 2026
-4.80%
Apr 17, 2026 - May 26, 2026
#11-0.19%
Aug 22, 2025 - Aug 26, 2025
-4.27%
Jan 8, 2021 - Feb 5, 2021
#12-0.18%
Sep 11, 2025 - Sep 15, 2025
-3.66%
Apr 9, 2014 - Jun 5, 2014
#13-0.16%
Jan 7, 2026 - Jan 9, 2026
-3.59%
Oct 13, 2017 - Dec 18, 2017
#14-0.10%
Feb 13, 2026 - Feb 20, 2026
-3.58%
Feb 16, 2021 - Mar 16, 2021
#15-0.07%
Oct 16, 2025 - Oct 20, 2025
-3.58%
Mar 6, 2014 - Apr 2, 2014

Correlation

Correlation between WCPB and IEUS is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2007 - 2026)

WCPB vs IEUS dividend yield comparison.

YearWCPBIEUS
20261.98%0.00%
20251.19%3.19%
20240.00%3.25%
20230.00%2.97%
20220.00%3.00%
20210.00%2.63%
20200.00%1.21%
20190.00%4.03%
20180.00%3.21%
20170.00%2.13%
20160.00%2.48%
20150.00%2.06%
20140.00%2.38%
20130.00%2.50%
20120.00%3.61%
20110.00%3.13%
20100.00%2.45%
20090.00%2.33%
20080.00%4.17%
20070.00%0.20%

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