WCPB vs SPDN

Comparison between Weitz Core Plus Bond ETF (WCPB, ETF) and DIREXION DAILY S&P 500 (R) BEAR 1X SHARES (SPDN, ETF).

WCPB vs SPDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WCPB(ETF)	SPDN(ETF)
Net Assets	$198M	$198M
Expense Ratio	0.45%	0.48%
Max Drawdown	3.24%	79.61%
Sharpe Ratio	0.31	-1.51
5Y Beta	0.13	-0.97
5Y Dividends CAGR	N/A	89.77%

Net Assets

Winner

WCPB

$198M

SPDN

$198M

Expense Ratio

Winner

WCPB

0.45%

SPDN

0.48%

Max Drawdown

Winner

WCPB

3.24%

SPDN

79.61%

Sharpe Ratio

Winner

WCPB

0.31

SPDN

-1.51

5Y Beta

WCPB

0.13

Winner

SPDN

-0.97

5Y Dividends CAGR

WCPB

N/A

SPDN

89.77%

WCPB vs SPDN - Historical Returns

Returns include dividend reinvestment.

Period	WCPB	SPDN
1 month	+1.65%	-1.02%
3 months	+1.18%	-9.94%
6 months	+1.76%	-7.60%
1 year	+4.47%	-15.57%
5 years(CAGR)	N/A	-8.77%
10 years(CAGR)	N/A	-12.67%
Max(CAGR)	+5.34%	-12.42%

Winner

WCPB

+1.65%

SPDN

-1.02%

Winner

WCPB

+1.18%

SPDN

-9.94%

Winner

WCPB

+1.76%

SPDN

-7.60%

Winner

WCPB

+4.47%

SPDN

-15.57%

5Y(CAGR)

WCPB

N/A

SPDN

-8.77%

10Y(CAGR)

WCPB

N/A

SPDN

-12.67%

Max(CAGR)

Winner

WCPB

+5.34%

SPDN

-12.42%

WCPB vs SPDN - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WCPB	SPDN
2026	+1.48%	-7.17%
2025	+2.93%	-11.32%
2024	N/A	-13.44%
2023	N/A	-15.40%
2022	N/A	+19.39%
2021	N/A	-24.71%
2020	N/A	-23.87%
2019	N/A	-21.99%
2018	N/A	+6.21%
2017	N/A	-16.49%
2016	N/A	-6.92%

WCPB vs SPDN 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 SPDN was -75.30%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current WCPB drawdown is -0.23%. The current SPDN drawdown is -74.99%.

Rank	WCPB	SPDN
#1	-2.64% Feb 27, 2026 - Mar 27, 2026	-75.30% Jun 27, 2016 - Jun 2, 2026
#2	-1.04% Oct 28, 2025 - Dec 29, 2025	-2.37% Jun 16, 2016 - Jun 24, 2016
#3	-0.70% Sep 16, 2025 - Oct 10, 2025	N/A
#4	-0.61% Jan 14, 2026 - Feb 5, 2026	N/A
#5	-0.44% Aug 13, 2025 - Aug 22, 2025	N/A
#6	-0.42% Aug 28, 2025 - Sep 3, 2025	N/A
#7	-0.25% Sep 8, 2025 - Sep 11, 2025	N/A
#8	-0.23% Dec 29, 2025 - Jan 7, 2026	N/A
#9	-0.23% Oct 21, 2025 - Oct 27, 2025	N/A
#10	-0.19% Feb 10, 2026 - Feb 12, 2026	N/A
#11	-0.19% Aug 22, 2025 - Aug 26, 2025	N/A
#12	-0.18% Sep 11, 2025 - Sep 15, 2025	N/A
#13	-0.16% Jan 7, 2026 - Jan 9, 2026	N/A
#14	-0.10% Feb 13, 2026 - Feb 20, 2026	N/A
#15	-0.07% Oct 16, 2025 - Oct 20, 2025	N/A

Correlation

Correlation between WCPB and SPDN is -0.60 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.60

-101