Screener
AGG vs WCPB
iShares Core U.S. Aggregate Bond ETF vs Weitz Core Plus Bond ETF
Key differences
- AGG costs 0.42% less per year.
- AGG is significantly larger than WCPB — larger funds tend to be more liquid and less likely to close.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGG | WCPB | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.45% |
| Fund size (AUM) | $135.4B | $162M |
| Since | 2003 | 2025 |
| Dividend yield | 3.95% | — |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.7% | N/A |
| CAGR 3Y | +4.0% | N/A |
| CAGR 5Y | +0.3% | N/A |
| Sharpe 3Y | 0.11 | N/A |
| Volatility 1Y | 3.90% | — |
| Max drawdown | -18.43% | -2.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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