UNIY vs. IBTO
Compare and contrast key facts about WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO).
UNIY and IBTO 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. IBTO is a passively managed fund by iShares that tracks the performance of the ICE 2033 Maturity US Treasury Index. It was launched on Jun 27, 2023. Both UNIY and IBTO 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. IBTO - Performance Comparison
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UNIY vs. IBTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | -0.12% | 7.37% | 1.86% | 4.16% |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | -0.02% | 8.23% | -0.87% | 1.71% |
Returns By Period
In the year-to-date period, UNIY achieves a -0.12% return, which is significantly lower than IBTO's -0.02% return.
UNIY
- 1D
- 0.37%
- 1M
- -1.69%
- YTD
- -0.12%
- 6M
- 0.86%
- 1Y
- 4.70%
- 3Y*
- 4.15%
- 5Y*
- —
- 10Y*
- —
IBTO
- 1D
- 0.27%
- 1M
- -2.09%
- YTD
- -0.02%
- 6M
- 0.95%
- 1Y
- 4.12%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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UNIY vs. IBTO - Expense Ratio Comparison
UNIY has a 0.15% expense ratio, which is higher than IBTO's 0.07% 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. IBTO — Risk / Return Rank
UNIY
IBTO
UNIY vs. IBTO - 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 iShares iBonds Dec 2033 Term Treasury ETF (IBTO). 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 | IBTO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.80 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.19 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.46 | +0.45 |
Martin ratioReturn relative to average drawdown | 6.03 | 3.82 | +2.21 |
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 | IBTO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.80 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.48 | +0.36 |
Correlation
The correlation between UNIY and IBTO is 0.94, 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. IBTO - Dividend Comparison
UNIY's dividend yield for the trailing twelve months is around 4.91%, more than IBTO's 4.10% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 4.91% | 4.95% | 4.86% | 3.99% |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | 4.10% | 4.05% | 4.23% | 1.66% |
Drawdowns
UNIY vs. IBTO - Drawdown Comparison
The maximum UNIY drawdown since its inception was -6.27%, smaller than the maximum IBTO drawdown of -8.36%. Use the drawdown chart below to compare losses from any high point for UNIY and IBTO.
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Drawdown Indicators
| UNIY | IBTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.27% | -8.36% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -3.08% | +0.55% |
Current DrawdownCurrent decline from peak | -1.69% | -2.09% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -1.39% | -2.37% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 1.18% | -0.37% |
Volatility
UNIY vs. IBTO - Volatility Comparison
The current volatility for WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) is 1.64%, while iShares iBonds Dec 2033 Term Treasury ETF (IBTO) has a volatility of 1.75%. This indicates that UNIY experiences smaller price fluctuations and is considered to be less risky than IBTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNIY | IBTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 1.75% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 3.01% | -0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.29% | 5.19% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.90% | 6.74% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.90% | 6.74% | -1.84% |