UNIY vs. BBAG
Compare and contrast key facts about WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG).
UNIY and BBAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UNIY is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg US Universal Enhanced Yield Index. It was launched on Feb 3, 2023. BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018. Both UNIY and BBAG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UNIY vs. BBAG - Performance Comparison
Loading graphics...
UNIY vs. BBAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | -0.08% | 7.37% | 1.86% | 3.90% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.10% | 7.27% | 1.26% | 2.93% |
Returns By Period
In the year-to-date period, UNIY achieves a -0.08% return, which is significantly lower than BBAG's 0.10% return.
UNIY
- 1D
- 0.03%
- 1M
- -1.40%
- YTD
- -0.08%
- 6M
- 0.63%
- 1Y
- 4.39%
- 3Y*
- 4.16%
- 5Y*
- —
- 10Y*
- —
BBAG
- 1D
- -0.01%
- 1M
- -1.36%
- YTD
- 0.10%
- 6M
- 0.81%
- 1Y
- 4.21%
- 3Y*
- 3.61%
- 5Y*
- 0.14%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UNIY vs. BBAG - Expense Ratio Comparison
UNIY has a 0.15% expense ratio, which is higher than BBAG's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
UNIY vs. BBAG — Risk / Return Rank
UNIY
BBAG
UNIY vs. BBAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UNIY | BBAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.95 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.33 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.73 | +0.14 |
Martin ratioReturn relative to average drawdown | 5.84 | 4.65 | +1.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UNIY | BBAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.95 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.32 | +0.52 |
Correlation
The correlation between UNIY and BBAG is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UNIY vs. BBAG - Dividend Comparison
UNIY's dividend yield for the trailing twelve months is around 4.91%, more than BBAG's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 4.91% | 4.95% | 4.86% | 3.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.28% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
Drawdowns
UNIY vs. BBAG - Drawdown Comparison
The maximum UNIY drawdown since its inception was -6.27%, smaller than the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for UNIY and BBAG.
Loading graphics...
Drawdown Indicators
| UNIY | BBAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.27% | -18.73% | +12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -2.61% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.06% | — |
Current DrawdownCurrent decline from peak | -1.66% | -2.91% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -6.30% | +4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.97% | -0.16% |
Volatility
UNIY vs. BBAG - Volatility Comparison
The current volatility for WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) is 1.65%, while JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) has a volatility of 1.83%. This indicates that UNIY experiences smaller price fluctuations and is considered to be less risky than BBAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UNIY | BBAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 1.83% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 2.71% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 4.47% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.90% | 5.90% | -1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.90% | 5.84% | -0.94% |