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WCPB vs CDX

Weitz Core Plus Bond ETF vs Simplify High Yield ETF

WCPB

Weitz Core Plus Bond ETF

Weitz

Annual cost

0.45%

Fund size

$162M

CDX

Simplify High Yield ETF

Simplify Asset Management

Annual cost

0.25%

Fund size

$440M

Key differences

  • CDX costs 0.20% less per year.
  • WCPB is classified as fixed income, while CDX is alternative — different risk/return profiles.
  • WCPB follows a index tracking strategy; CDX uses multi strategy.

Side-by-side comparison

WCPBCDX
Annual cost (TER)0.45%0.25%
Fund size (AUM)$162M$440M
Since20252022
Dividend yield8.37%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingmulti strategy
CAGR 1YN/A-0.6%
CAGR 3YN/A+7.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.40
Volatility 1Y5.68%
Max drawdown-2.64%-13.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to WCPB and CDX