WCPBvsIMTBETF Comparison
VS
Weitz Core Plus Bond ETF (WCPB) belongs to the Intl IG Bonds segment. iShares Core 5-10 Year USD Bond ETF (IMTB) is part of the US Aggregate Bonds segment. WCPB's top 3 sector exposures are Sovereign, Industrials and Finance. In contrast, IMTB's top sector exposures are Sovereign, Industrials and Non-Corporate. WCPB is more expensive with a Total Expense Ratio (TER) of 0.78%, versus 0.07% for IMTB. WCPB is up 1.17% year-to-date (YTD) with +$121M in YTD flows. IMTB performs worse with -0.22% YTD performance, and +$4M in YTD flows. Run a side-by-side ETF comparison of WCPB and IMTB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
WCPB vs IMTB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/07/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | WCPB IMTB | -0.09%-0.49% | +0.62%-0.63% | +1.17%-0.22% | +2.22%+1.77% | n/a+16.49% | n/a+1.36% |
| Flows | WCPB IMTB | +$7M- | +$47M- | +$121M+$4M | +$239M+$26M | -+$84M | -+$158M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | WCPB IMTB | +3.77%+4.26% | +3.63%+3.90% | n/a+5.37% | n/a+6.19% |
| Max drawdown | WCPB IMTB | -1.46%-1.75% | -2.48%-2.88% | n/a-5.03% | n/a-18.13% |
| Max drawdown duration | WCPB IMTB | 70d67d | 114d187d | n/a280d | n/a1452d |
Trading data
WCPB | IMTB | |
Last sale 9/8/2026 at 1:30 PM | $25.01 | $42.64 |
| Previous close 09/04/2026 | $25.03 | $42.72 |
| Consolidated volume 09/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
WCPB
is actively managed and doesn’t replicate an indexWCPB | IMTB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 9/8/2026 at 1:30 PM
Live
Closed
WCPB | IMTB | |
|---|---|---|
| Last price | $25.01 | $42.64 |
| 1D performance | -0.08% | -0.18% |
| AuM | $243.13 M | $273.29 M |
| E/R | 0.78% | 0.07% |
Characteristics
WCPB | IMTB | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Weitz Investment Management | iShares |
| Benchmark | - | Bloomberg U.S. Universal 5-10 Years Index |
| N° of holdings | 100 | 2875 |
| Asset class | - | Bonds |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 13, 2025 | November 1, 2016 |
| ESG | No | No |
Exposure
Countries
WCPB
USA
55.62%
Other
44.38%
IMTB
USA
63.31%
Other
36.69%
Sectors
WCPB
Sovereign
25.37%
Industrials
12.85%
Other
61.79%
IMTB
Sovereign
24.95%
Industrials
13.03%
Non-Corporate
10.19%
Finance
10.09%
Other
41.75%
Advertisement
Diversification
WCPB
Total weight of top 15 holdings out of 15
33.58%
IMTB
Total weight of top 15 holdings out of 15
23.24%
Top 15 holdings
Data as of July 31, 2026
WCPB
USA, Bonds 4.375% 15may2040, USD
8.99%
USA, Bonds 4.25% 15nov2040, USD
3.03%
US3132DWJQ78
2.57%
USA, Bonds 5% 15may2045, USD
2.40%
USA, Bonds 4.625% 15nov2044, USD
2.21%
FR SD8267, 5% 1nov2052, USD (ABS)
2.15%
US31427TGG58
1.79%
USA, Bonds 4.375% 15nov2039, USD
1.48%
US31427MYN54
1.46%
USA, Bonds 4.5% 15aug2039, USD
1.38%
USA, Bonds 4.625% 15feb2040, USD
1.35%
USA, Bonds 4.375% 15may2041, USD
1.34%
HNI Corporation, 5.125% 18jan2029, USD
1.22%
FN MA5672, 5% 1apr2055, USD (ABS)
1.14%
FR SD8474, 5% 1nov2054, USD (ABS)
1.07%
IMTB
BlackRock Cash Funds - Institutional
10.15%
USA, Notes 4.375% 15may2034, USD (C-2034)
1.19%
USA, Notes 4.25% 15aug2035, USD (E-2035)
1.16%
USA, Notes 4% 15nov2035, USD (F-2035)
1.11%
USA, Notes 4.625% 15feb2035, USD (B-2035)
1.03%
US01F0206874
0.93%
USA, Notes 2.875% 15may2032, USD (C-2032)
0.92%
USA, Notes 3.875% 15aug2034, USD (E-2034)
0.91%
USA, Notes 4% 15feb2034, USD (B-2034)
0.86%
USA, Notes 1.25% 15aug2031, USD (E-2031)
0.85%
US31418EDB39
0.85%
USA, Notes 4.125% 15feb2036, USD (B-2036)
0.82%
US3140XLFE34
0.82%
USA, Notes 4.5% 15nov2033, USD (F-2033)
0.82%
USA, Notes 4.25% 15nov2034, USD (F-2034)
0.82%
Frequently asked questions about WCPB and IMTB
How have the WCPB and IMTB ETFs performed in 2026?
As of September 7, 2026, WCPB is up 1.17% year-to-date (YTD), while IMTB has lost -0.22%. That puts WCPB better performer ahead so far this year.
Which ETF is attracting more investor money: WCPB or IMTB?
Year-to-date, the WCPB ETF saw +$121M in flows, compared to +$4M for IMTB.
Which ETF is more volatile: WCPB or IMTB?
Over the past year, WCPB had a volatility of 3.63%, while IMTB experienced 3.9%.
Which ETF is bigger: WCPB or IMTB?
As of September 7, 2026, WCPB holds $243.13 M in assets under management (AUM), while IMTB manages $273.29 M.
What sectors do the WCPB and IMTB ETFs invest in?
WCPB leans toward sectors like Sovereign and Industrials. Meanwhile, IMTB focuses on Sovereign, Industrials and Non-Corporate.
What are the top holdings of the WCPB ETF and IMTB ETF?
WCPB top holdings include USA, Bonds 4.375% 15may2040, USD, USA, Bonds 4.25% 15nov2040, USD and US3132DWJQ78. IMTB holds in its top three: BlackRock Cash Funds - Institutional, USA, Notes 4.375% 15may2034, USD (C-2034) and USA, Notes 4.25% 15aug2035, USD (E-2035).
Which ETF is more diversified: WCPB or IMTB?
WCPB holds 170 securities with 33.58% of its assets in the top 15. IMTB has 3452 securities and a top 15 weight of 23.24%.
Advertisement
Latest news about WCPB & IMTB
Advertisement
