UNIY vs. HTAB
UNIY (WisdomTree Voya Yield Enchanced USD Universal Bond Fund) and HTAB (Hartford Schroders Tax-Aware Bond ETF) are both Intermediate Core Bond funds. UNIY is passively managed, while HTAB is actively managed. Over the past 3 years, UNIY returned 4.59%/yr vs 3.35%/yr for HTAB. A 0.74 correlation means they provide meaningful diversification when combined. UNIY charges 0.15%/yr vs 0.39%/yr for HTAB.
Performance
UNIY vs. HTAB - Performance Comparison
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Returns By Period
In the year-to-date period, UNIY achieves a 0.55% return, which is significantly lower than HTAB's 1.59% return.
UNIY
- 1D
- 0.14%
- 1M
- 0.32%
- YTD
- 0.55%
- 6M
- 0.61%
- 1Y
- 5.12%
- 3Y*
- 4.59%
- 5Y*
- —
- 10Y*
- —
HTAB
- 1D
- 0.10%
- 1M
- 0.57%
- YTD
- 1.59%
- 6M
- 1.70%
- 1Y
- 6.71%
- 3Y*
- 3.35%
- 5Y*
- 0.71%
- 10Y*
- —
UNIY vs. HTAB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 0.55% | 7.37% | 1.86% | 3.90% |
HTAB Hartford Schroders Tax-Aware Bond ETF | 1.59% | 2.86% | 1.52% | 3.60% |
Correlation
The correlation between UNIY and HTAB is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2023 | 0.74 |
The correlation between UNIY and HTAB has been stable across timeframes, ranging from 0.66 to 0.74 - a consistent structural relationship.
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Return for Risk
UNIY vs. HTAB — Risk / Return Rank
UNIY
HTAB
UNIY vs. HTAB - 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 Hartford Schroders Tax-Aware Bond ETF (HTAB). 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 | HTAB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.37 | -0.34 |
| Martin ratioReturn relative to average drawdown | 6.31 | 7.48 | -1.17 |
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 | HTAB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.68 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.44 | +0.41 |
Drawdowns
UNIY vs. HTAB - Drawdown Comparison
The maximum UNIY drawdown since its inception was -6.27%, smaller than the maximum HTAB drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for UNIY and HTAB.
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Drawdown Indicators
| UNIY | HTAB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.27% | -14.76% | +8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -2.85% | +0.32% |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | -8.42% | +3.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.76% | — |
Current DrawdownCurrent decline from peak | -1.04% | -0.76% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -1.38% | -2.89% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.90% | -0.09% |
Volatility
UNIY vs. HTAB - Volatility Comparison
WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) and Hartford Schroders Tax-Aware Bond ETF (HTAB) have volatilities of 1.25% and 1.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNIY | HTAB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 1.24% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 2.80% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.70% | 4.02% | -0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.85% | 5.74% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 5.17% | -0.32% |
UNIY vs. HTAB - Expense Ratio Comparison
UNIY has a 0.15% expense ratio, which is lower than HTAB's 0.39% expense ratio.
Dividends
UNIY vs. HTAB - Dividend Comparison
UNIY's dividend yield for the trailing twelve months is around 4.85%, more than HTAB's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
HTAB Hartford Schroders Tax-Aware Bond ETF | 3.83% | 3.88% | 3.57% | 3.21% | 2.26% | 2.18% | 1.64% | 2.77% | 1.61% |
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% |
Frequently Asked Questions
UNIY and HTAB have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UNIY has higher volatility (1.25%) compared to HTAB (1.24%). In terms of maximum drawdown, UNIY dropped -6.27% vs HTAB's -14.76%.
On 3-year performance, UNIY leads with 4.59% vs 3.35% for HTAB. On fees, UNIY is cheaper at 0.15% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UNIY has performed better with a 4.59% return vs 3.35%. 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 0.39% for HTAB.
UNIY has the higher dividend yield at 4.85%, compared with 3.83% for HTAB.
They also come from different issuers: WisdomTree and Hartford. Their fees differ too: 0.15% for UNIY and 0.39% for HTAB.
HTAB currently has the higher Sharpe Ratio (1.68 vs 1.40), 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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