UNIY vs. DHS
UNIY (WisdomTree Voya Yield Enchanced USD Universal Bond Fund) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - UNIY is a Intermediate Core Bond fund tracking the Bloomberg US Universal Enhanced Yield Index, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. Both are passively managed. Over the past 3 years, UNIY returned 4.51%/yr vs 16.39%/yr for DHS. At a 0.21 correlation, their price movements are largely independent. UNIY charges 0.15%/yr vs 0.38%/yr for DHS.
Performance
UNIY vs. DHS - Performance Comparison
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Returns By Period
In the year-to-date period, UNIY achieves a 0.40% return, which is significantly lower than DHS's 9.88% return.
UNIY
- 1D
- -0.21%
- 1M
- 0.38%
- YTD
- 0.40%
- 6M
- 0.35%
- 1Y
- 5.54%
- 3Y*
- 4.51%
- 5Y*
- —
- 10Y*
- —
DHS
- 1D
- -0.67%
- 1M
- -0.16%
- YTD
- 9.88%
- 6M
- 10.38%
- 1Y
- 20.55%
- 3Y*
- 16.39%
- 5Y*
- 10.59%
- 10Y*
- 9.47%
UNIY vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 0.40% | 7.37% | 1.86% | 3.90% |
DHS WisdomTree US High Dividend Fund | 9.88% | 12.87% | 18.02% | -3.25% |
Correlation
The correlation between UNIY and DHS is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2023 | 0.21 |
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Return for Risk
UNIY vs. DHS — Risk / Return Rank
UNIY
DHS
UNIY vs. DHS - 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 WisdomTree US High Dividend Fund (DHS). 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 | DHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.56 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.35 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 3.28 | -1.08 |
| Martin ratioReturn relative to average drawdown | 6.84 | 12.04 | -5.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNIY | DHS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 2.06 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.41 | +0.43 |
Drawdowns
UNIY vs. DHS - Drawdown Comparison
The maximum UNIY drawdown since its inception was -6.27%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for UNIY and DHS.
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Drawdown Indicators
| UNIY | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.27% | -67.25% | +60.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -6.30% | +3.77% |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | -11.87% | +6.47% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.35% | — |
Current DrawdownCurrent decline from peak | -1.18% | -2.60% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -1.38% | -9.55% | +8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 1.71% | -0.90% |
Volatility
UNIY vs. DHS - Volatility Comparison
The current volatility for WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) is 1.26%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 2.88%. This indicates that UNIY experiences smaller price fluctuations and is considered to be less risky than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNIY | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 2.88% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 7.32% | -4.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.69% | 10.01% | -6.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.85% | 13.89% | -9.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 16.08% | -11.23% |
UNIY vs. DHS - Expense Ratio Comparison
UNIY has a 0.15% expense ratio, which is lower than DHS's 0.38% expense ratio.
Dividends
UNIY vs. DHS - Dividend Comparison
UNIY's dividend yield for the trailing twelve months is around 4.85%, more than DHS's 3.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.35% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 4.85% | 4.95% | 4.86% | 3.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UNIY and DHS have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (2.88%) compared to UNIY (1.26%). In terms of maximum drawdown, UNIY dropped -6.27% vs DHS's -67.25%.
On 3-year performance, DHS leads with 16.39% vs 4.51% for UNIY. On fees, UNIY is cheaper at 0.15% per year. On volatility, UNIY has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DHS has performed better with a 16.39% return vs 4.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
UNIY is cheaper with a 0.15% expense ratio, compared with 0.38% for DHS.
UNIY has the higher dividend yield at 4.85%, compared with 3.35% for DHS.
UNIY is categorized as Intermediate Core Bond, while DHS is Large Cap Value Equities. UNIY tracks Bloomberg US Universal Enhanced Yield Index, while DHS tracks WisdomTree U.S. High Dividend Index. Their fees differ too: 0.15% for UNIY and 0.38% for DHS.
DHS currently has the higher Sharpe Ratio (2.06 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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