WCPB vs PNI
Comparison between Weitz Core Plus Bond ETF (WCPB, ETF) and Pimco New York Municipal Income Fund II (PNI, ETF).
WCPB vs PNI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WCPB
$187M
PNI
$187M
Expense Ratio
WCPB
0.45%
PNI
N/A
Max Drawdown
Winner
WCPB
3.24%
PNI
64.22%
Sharpe Ratio
WCPB
0.19
Winner
PNI
0.78
5Y Beta
Winner
WCPB
0.12
PNI
0.13
5Y Dividends CAGR
WCPB
N/A
PNI
-2.71%
WCPB vs PNI - Historical Returns
Returns include dividend reinvestment.
1M
WCPB
-0.05%
Winner
PNI
+0.85%
3M
WCPB
-0.42%
Winner
PNI
+1.27%
6M
WCPB
+1.06%
Winner
PNI
+4.04%
1Y
WCPB
+3.54%
Winner
PNI
+10.46%
5Y(CAGR)
WCPB
N/A
PNI
-5.29%
10Y(CAGR)
WCPB
N/A
PNI
-2.00%
Max(CAGR)
Winner
WCPB
+4.39%
PNI
+2.72%
WCPB vs PNI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | WCPB | PNI |
|---|---|---|
| 2026 | +0.58% | +3.90% |
| 2025 | +2.93% | +0.74% |
| 2024 | N/A | -0.59% |
| 2023 | N/A | -0.22% |
| 2022 | N/A | -26.08% |
| 2021 | N/A | +8.85% |
| 2020 | N/A | -5.47% |
| 2019 | N/A | +17.54% |
| 2018 | N/A | -6.93% |
| 2017 | N/A | +4.74% |
| 2016 | N/A | +2.82% |
| 2015 | N/A | +7.62% |
| 2014 | N/A | +26.98% |
| 2013 | N/A | -16.64% |
| 2012 | N/A | +18.08% |
| 2011 | N/A | +16.17% |
| 2010 | N/A | +1.49% |
| 2009 | N/A | +61.88% |
| 2008 | N/A | -45.31% |
| 2007 | N/A | -9.31% |
| 2006 | N/A | +1.82% |
| 2005 | N/A | +22.84% |
| 2004 | N/A | +8.37% |
| 2003 | N/A | +5.03% |
| 2002 | N/A | -3.93% |
WCPB vs PNI 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 PNI was -59.91%, occurring on Dec 15, 2008. Recovery took 987 trading sessions.
The current WCPB drawdown is -1.12%. The current PNI drawdown is -26.42%.
| Rank | WCPB | PNI |
|---|---|---|
| #1 | -2.64% Feb 27, 2026 - Mar 27, 2026 | -59.91% Feb 7, 2008 - Jan 6, 2012 |
| #2 | -1.04% Oct 28, 2025 - Dec 29, 2025 | -44.12% Aug 4, 2021 - Oct 27, 2023 |
| #3 | -0.70% Sep 16, 2025 - Oct 10, 2025 | -34.33% Feb 27, 2020 - Jul 6, 2021 |
| #4 | -0.61% Jan 14, 2026 - Feb 5, 2026 | -22.88% Nov 30, 2012 - Dec 3, 2014 |
| #5 | -0.44% Aug 13, 2025 - Aug 22, 2025 | -20.89% Jul 8, 2016 - Jan 7, 2020 |
| #6 | -0.42% Aug 28, 2025 - Sep 3, 2025 | -14.60% Mar 17, 2004 - Oct 15, 2004 |
| #7 | -0.25% Sep 8, 2025 - Sep 11, 2025 | -14.08% Apr 24, 2007 - Feb 7, 2008 |
| #8 | -0.23% Dec 29, 2025 - Jan 7, 2026 | -12.73% Jan 9, 2006 - Nov 29, 2006 |
| #9 | -0.23% Oct 21, 2025 - Oct 27, 2025 | -8.04% Jul 2, 2003 - Jan 22, 2004 |
| #10 | -0.19% Feb 10, 2026 - Feb 12, 2026 | -7.48% Jul 18, 2002 - May 14, 2003 |
| #11 | -0.19% Aug 22, 2025 - Aug 26, 2025 | -7.30% Sep 30, 2005 - Dec 12, 2005 |
| #12 | -0.18% Sep 11, 2025 - Sep 15, 2025 | -7.19% Feb 9, 2012 - May 1, 2012 |
| #13 | -0.16% Jan 7, 2026 - Jan 9, 2026 | -6.86% Feb 4, 2015 - Oct 26, 2015 |
| #14 | -0.10% Feb 13, 2026 - Feb 20, 2026 | -6.72% Mar 7, 2005 - May 2, 2005 |
| #15 | -0.07% Oct 16, 2025 - Oct 20, 2025 | -4.78% Oct 26, 2015 - Dec 21, 2015 |
Correlation
Correlation between WCPB and PNI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2002 - 2026)
WCPB vs PNI dividend yield comparison.
| Year | WCPB | PNI |
|---|---|---|
| 2026 | 1.98% | 2.10% |
| 2025 | 1.19% | 5.14% |
| 2024 | 0.00% | 4.94% |
| 2023 | 0.00% | 4.66% |
| 2022 | 0.00% | 6.04% |
| 2021 | 0.00% | 4.23% |
| 2020 | 0.00% | 4.42% |
| 2019 | 0.00% | 4.24% |
| 2018 | 0.00% | 5.78% |
| 2017 | 0.00% | 5.20% |
| 2016 | 0.00% | 6.63% |
| 2015 | 0.00% | 6.44% |
| 2014 | 0.00% | 6.53% |
| 2013 | 0.00% | 7.78% |
| 2012 | 0.00% | 6.23% |
| 2011 | 0.00% | 6.91% |
| 2010 | 0.00% | 7.58% |
| 2009 | 0.00% | 7.19% |
| 2008 | 0.00% | 11.25% |
| 2007 | 0.00% | 5.89% |
| 2006 | 0.00% | 5.23% |
| 2005 | 0.00% | 6.06% |
| 2004 | 0.00% | 6.99% |
| 2003 | 0.00% | 6.75% |
| 2002 | 0.00% | 2.90% |
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