WCPB vs NZAC

Comparison between Weitz Core Plus Bond ETF (WCPB, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI CLIMATE PARIS ALIGNED ETF (NZAC, ETF).

WCPB vs NZAC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WCPB(ETF)	NZAC(ETF)
Net Assets	$187M	$188M
Expense Ratio	0.45%	0.12%
Max Drawdown	3.24%	33.72%
Sharpe Ratio	0.19	1.19
5Y Beta	0.12	0.92
P/E Ratio	N/A	25.53
Forward P/E	N/A	20.58
PEG Ratio	N/A	0.49
5Y Dividends CAGR	N/A	10.11%
5Y EPS CAGR	N/A	28.67%
Debt to Equity	N/A	19.23%
P/S Ratio	N/A	3.76
P/B Ratio	N/A	4.83

Net Assets

WCPB

$187M

Winner

NZAC

$188M

Expense Ratio

WCPB

0.45%

Winner

NZAC

0.12%

Max Drawdown

Winner

WCPB

3.24%

NZAC

33.72%

Sharpe Ratio

WCPB

0.19

Winner

NZAC

1.19

5Y Beta

Winner

WCPB

0.12

NZAC

0.92

P/E Ratio

WCPB

N/A

NZAC

25.53

Forward P/E

WCPB

N/A

NZAC

20.58

PEG Ratio

WCPB

N/A

NZAC

0.49

5Y Dividends CAGR

WCPB

N/A

NZAC

10.11%

5Y EPS CAGR

WCPB

N/A

NZAC

28.67%

Debt to Equity

WCPB

N/A

NZAC

19.23%

P/S Ratio

WCPB

N/A

NZAC

3.76

P/B Ratio

WCPB

N/A

NZAC

4.83

WCPB vs NZAC - Historical Returns

Returns include dividend reinvestment.

Period	WCPB	NZAC
1 month	-0.05%	+0.63%
3 months	-0.42%	+7.26%
6 months	+1.06%	+6.03%
1 year	+3.54%	+20.71%
5 years(CAGR)	N/A	+9.24%
10 years(CAGR)	N/A	+11.75%
Max(CAGR)	+4.39%	+10.05%

WCPB

-0.05%

Winner

NZAC

+0.63%

WCPB

-0.42%

Winner

NZAC

+7.26%

WCPB

+1.06%

Winner

NZAC

+6.03%

WCPB

+3.54%

Winner

NZAC

+20.71%

5Y(CAGR)

WCPB

N/A

NZAC

+9.24%

10Y(CAGR)

WCPB

N/A

NZAC

+11.75%

Max(CAGR)

WCPB

+4.39%

Winner

NZAC

+10.05%

WCPB vs NZAC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	WCPB	NZAC
2026	+0.58%	+5.49%
2025	+2.93%	+20.53%
2024	N/A	+17.92%
2023	N/A	+22.65%
2022	N/A	-20.14%
2021	N/A	+19.09%
2020	N/A	+16.07%
2019	N/A	+28.09%
2018	N/A	-10.30%
2017	N/A	+22.82%
2016	N/A	+10.73%
2015	N/A	-2.15%
2014	N/A	-2.07%

WCPB vs NZAC 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 NZAC was -33.72%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.

The current WCPB drawdown is -1.12%. The current NZAC drawdown is -3.63%.

Rank	WCPB	NZAC
#1	-2.64% Feb 27, 2026 - Mar 27, 2026	-33.72% Feb 12, 2020 - Aug 24, 2020
#2	-1.04% Oct 28, 2025 - Dec 29, 2025	-28.30% Jan 4, 2022 - Feb 7, 2024
#3	-0.70% Sep 16, 2025 - Oct 10, 2025	-19.53% Jan 26, 2018 - Jul 3, 2019
#4	-0.61% Jan 14, 2026 - Feb 5, 2026	-18.13% May 19, 2015 - Dec 13, 2016
#5	-0.44% Aug 13, 2025 - Aug 22, 2025	-16.19% Feb 20, 2025 - May 19, 2025
#6	-0.42% Aug 28, 2025 - Sep 3, 2025	-10.10% Jan 27, 2026 - Apr 15, 2026
#7	-0.25% Sep 8, 2025 - Sep 11, 2025	-7.72% Jul 12, 2024 - Aug 19, 2024
#8	-0.23% Dec 29, 2025 - Jan 7, 2026	-7.46% Sep 2, 2020 - Nov 6, 2020
#9	-0.23% Oct 21, 2025 - Oct 27, 2025	-6.50% Jul 26, 2019 - Oct 24, 2019
#10	-0.19% Feb 10, 2026 - Feb 12, 2026	-5.72% Mar 27, 2024 - May 14, 2024
#11	-0.19% Aug 22, 2025 - Aug 26, 2025	-5.69% Sep 3, 2021 - Oct 28, 2021
#12	-0.18% Sep 11, 2025 - Sep 15, 2025	-5.62% Dec 6, 2024 - Feb 18, 2025
#13	-0.16% Jan 7, 2026 - Jan 9, 2026	-5.50% Oct 28, 2025 - Dec 24, 2025
#14	-0.10% Feb 13, 2026 - Feb 20, 2026	-5.31% Nov 26, 2014 - Feb 13, 2015
#15	-0.07% Oct 16, 2025 - Oct 20, 2025	-5.06% Feb 16, 2021 - Apr 5, 2021

Correlation

Correlation between WCPB and NZAC is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2014 - 2026)

WCPB vs NZAC dividend yield comparison.

Year	WCPB	NZAC
2026	1.98%	0.66%
2025	1.19%	1.90%
2024	0.00%	1.88%
2023	0.00%	1.65%
2022	0.00%	1.81%
2021	0.00%	1.62%
2020	0.00%	1.59%
2019	0.00%	2.17%
2018	0.00%	2.53%
2017	0.00%	2.20%
2016	0.00%	2.00%
2015	0.00%	2.40%
2014	0.00%	0.18%