BND vs WCPB
YTDYear to date
WCPB wins+1.0 pt
Past year
WCPB wins+1.1 pts
Fee
BND winslower fee
Yield
WCPB wins+0.6 pts
AUM
BND449.9× more
3–1WCPB wins
BND and WCPB · year-to-date · as of Nov 4, 2026 · AUM not scored
WCPB vs S&P 500
YTD$24.65 · −0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.1%+2.4%−0.9%+0.4%+0.9%——+3.4%
Peer average−0.1%+1.9%−0.9%−0.4%+0.1%+18.3%+3.0%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Weitz WCPB and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
WCPB’s Holdings
TodayBBH SWEEP VEHIBbh Sweep Vehicle20.2%T 4 3/8 05/16.0%T 5 1/8 08/15.2%US TREASURY 3.9%T 4 3/4 11/13.8%FN CC07153.4%FR RQ01472.1%FN FA71752.0%FR SD83711.7%T 5 05/15/451.6%T 4 5/8 11/11.5%FR SD82671.4%FR SL55981.2%FN FA29981.2%T 4 3/8 11/11.0%FN FA62341.0%FR SL07161.0%T 4 5/8 02/10.9%HNI 5 1/8 010.8%CMPR 7 3/8 0PFPT TL B 1LOther
BBH SWEEP VEHIBbh Sweep Vehicle20.2%T 4 3/8 05/16.0%T 5 1/8 08/15.2%US TREASURY 3.9%T 4 3/4 11/13.8%FN CC07153.4%FR RQ01472.1%FN FA7175FR SD8371T 5 05/15/45T 4 5/8 11/1FR SDOther
Weitz WCPB · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
All 91 Core Aggregate ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | BND | Total Bond MarketReadDesk | 0.03% | 4.1% | −0.6% | −0.6% | $161B | |
| 2 | AGG | Core U.S. Aggregate BondReadDesk | 0.03% | 4.1% | −0.6% | −0.6% | $139B | |
| 3 | IUSB | Core Universal USD BondReadDesk | 0.06% | 4.4% | −0.5% | −0.5% | $50.1B | |
| 4 | BSV | Short-Term BondReadDesk | 0.03% | 4.1% | +0.7% | +0.7% | $45.4B | |
| 5 | BIV | Intermediate-Term BondReadDesk | 0.03% | 4.5% | −1.5% | −1.5% | $28.1B | |
| 6 | FBND | Fidelity Total BondReadDesk | 0.36% | 4.8% | −0.6% | −0.6% | $27.9B | |
| 7 | JCPB | JPMorgan Core Plus BondReadDesk | 0.40% | 5.0% | −0.2% | −0.2% | $17.5B | |
| 8 | DFCF | Dimensional - Core Fixed IncomeReadDesk | 0.18% | 4.5% | −0.9% | −0.9% | $11.7B | |
| 9 | SCHZ | U.S. Aggregate BondReadDesk | 0.03% | 4.3% | −0.6% | −0.6% | $10.8B | |
| 10 | SPAB | State Street SPDR Portfolio Aggregate BondReadDesk | 0.03% | 4.3% | −0.6% | −0.6% | $10.3B | |
| 11 | VCRB | Core BondReadDesk | 0.10% | 4.8% | −0.5% | −0.5% | $7.6B | |
| 12 | CGCB | Capital Group Core BondReadDesk | 0.27% | 4.3% | −0.9% | −0.9% | $6.9B | |
| 13 | EVTR | Eaton Vance Total Return BondReadDesk | 0.32% | 5.1% | −0.8% | −0.8% | $6.6B | |
| 14 | BLV | Long-Term BondReadDesk | 0.03% | 5.1% | −3.0% | −3.0% | $5.3B | |
| 15 | EAGG | ESG Aware U.S. Aggregate BondReadDesk | 0.10% | 4.2% | −0.7% | −0.7% | $5.1B | |
| 16 | SMTH | ALPS Funds Smith Core Plus BondReadDesk | 0.59% | 4.4% | −0.7% | −0.7% | $3.7B |
1–16 of 91Page 1 of 6
Core Aggregate · current AUM · as of Nov 4, 2026
WCPB Payouts by Year
2YLatest payout, Oct 2026
$0.08
a share · every month
4.7% yield
4.7% yield
2 years added up
$1.30 a share
$1.30 a share
Weitz WCPB · per-share distributions by ex-date · 2025–2026
WCPB’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market ETFReadVersus | 0.03% | 4.1% | −0.2% | −0.6% | −0.3% | $161B | |
| 2 | AGG | iShares Core U.S. Aggregate Bond ETFReadVersus | 0.03% | 4.1% | −0.2% | −0.6% | −0.3% | $139B | |
| 3 | IUSB | iShares Core Universal USD Bond ETFReadVersus | 0.06% | 4.4% | −0.2% | −0.5% | −0.1% | $50.1B | |
| 4 | BSV | Vanguard Short-Term Bond ETFReadVersus | 0.03% | 4.1% | −0.1% | +0.7% | +1.6% | $45.4B | |
| 5 | BIV | Vanguard Intermediate-Term Bond ETFReadVersus | 0.03% | 4.5% | −0.2% | −1.5% | −1.0% | $28.1B | |
| 6 | WCPB | Weitz Core Plus Bond ETFThis fund | 0.45% | 4.7% | −0.1% | +0.4% | +0.9% | $359M |
#16 of 82 this year · #69 cheapest of 91 · sorted by assetsOpen the Bonds & Cash table →
WCPB and its peer group · total return · as of Nov 4, 2026
Cards for This View
WCPB’s Top 10 Holdings
Today49.9%of WCPB sits in these 10
1BBH SWBbh Sweep Vehicle20.18%
2T 4 3/T 4 3/8 05/15/406.05%
3T 5 1/T 5 1/8 08/15/465.18%
4US TREUs Treasury N/b3.87%
5T 4 3/T 4 3/4 11/15/433.84%
6FN CC0FN CC07153.44%
7FR RQ0FR RQ01472.13%
8FN FA7FN FA71751.95%
9FR SD8FR SD83711.69%
10T 5 05T 5 05/15/451.61%
Weitz WCPB · weight in the fund · as of Nov 3, 2026
WCPB’s Holdings
TodayBBH SWEEP VEHIBbh Sweep Vehicle20.2%T 4 3/8 05/16.0%T 5 1/8 08/15.2%US TREASURY 3.9%T 4 3/4 11/13.8%FN CC07153.4%FR RQ01472.1%FN FA71752.0%FR SD83711.7%T 5 05/15/451.6%T 4 5/8 11/11.5%FR SD82671.4%FR SL55981.2%FN FA29981.2%T 4 3/8 11/11.0%FN FA62341.0%FR SL07161.0%T 4 5/8 02/10.9%HNI 5 1/8 010.8%CMPR 7 3/8 0PFPT TL B 1LOther
BBH SWEEP VEHIBbh Sweep Vehicle20.2%T 4 3/8 05/16.0%T 5 1/8 08/15.2%US TREASURY 3.9%T 4 3/4 11/13.8%FN CC07153.4%FR RQ01472.1%FN FA7175FR SD8371T 5 05/15/45T 4 5/8 11/1FR SDOther
Weitz WCPB · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
WCPB vs Peer Average
YTDWCPBAvsBPeer average
1D−0.1%−0.1%
1M+2.4%+1.9%
3M−0.9%−0.9%
YTD+0.4%−0.4%
1Y+0.9%+0.1%
3Y[…]+18.3%
5Y[…]+3.0%
4–1WCPB wins
90 Core aggregate peers · each row scaled to its leader