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WMSB vs NCPB

Weitz Multisector Bond ETF vs Nuveen Core Plus Bond ETF

WMSB

Weitz Multisector Bond ETF

Annual cost

0.65%

Fund size

$8M

NCPB

Nuveen Core Plus Bond ETF

Annual cost

0.31%

Fund size

$57M

Key differences

  • NCPB costs 0.34% less per year.
  • NCPB is significantly larger than WMSB — larger funds tend to be more liquid and less likely to close.
  • WMSB follows a index tracking strategy; NCPB uses active selection.

Side-by-side comparison

WMSBNCPB
Annual cost (TER)0.65%0.31%
Fund size (AUM)$8M$57M
Since20252024
Dividend yield5.18%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1YN/A+6.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.56%
Max drawdown-1.89%-4.25%

Similar to WMSB and NCPB