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NBTR vs WCPB

Neuberger Total Return Bond ETF vs Weitz Core Plus Bond ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

WCPB

Weitz Core Plus Bond ETF

Annual cost

0.00%

Fund size

$198M

Key differences

Both NBTR and WCPB are fixed income ETFs. NBTR charges 0.38% a year and WCPB 0.00%. The main difference: WCPB costs 0.38% less per year.

  • WCPB costs 0.38% less per year.
  • WCPB is much larger than NBTR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBTRWCPB
Annual cost (TER)0.38%0.00%
Fund size (AUM)$55M$198M
Since20242025
Dividend yield5.17%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.7%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.51%
Max drawdown-2.58%-2.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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