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WCPB vs SLQD

Weitz Core Plus Bond ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

WCPB

Weitz Core Plus Bond ETF

Weitz

Annual cost

0.45%

Fund size

$162M

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.06%

Fund size

$2.3B

Key differences

  • SLQD costs 0.39% less per year.
  • SLQD is significantly larger than WCPB — larger funds tend to be more liquid and less likely to close.
  • SLQD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WCPBSLQD
Annual cost (TER)0.45%0.06%
Fund size (AUM)$162M$2.3B
Since20252013
Dividend yield4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+4.7%
CAGR 3YN/A+5.2%
CAGR 5YN/A+2.5%
Sharpe 3YN/A0.79
Volatility 1Y1.49%
Max drawdown-2.64%-12.69%

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

Similar to WCPB and SLQD