UNIY vs. JUCY

Last updated Jun 5, 2026

UNIY (WisdomTree Voya Yield Enchanced USD Universal Bond Fund) and JUCY (Aptus Enhanced Yield ETF) are both Intermediate Core Bond funds. UNIY is passively managed, while JUCY is actively managed. Over the past 3 years, UNIY returned 4.59%/yr vs 4.46%/yr for JUCY. At a 0.24 correlation, their price movements are largely independent. UNIY charges 0.15%/yr vs 0.60%/yr for JUCY.

Performance

UNIY vs. JUCY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) and Aptus Enhanced Yield ETF (JUCY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, UNIY achieves a 0.55% return, which is significantly lower than JUCY's 3.13% return.

UNIY

• 1D: 0.14%
• 1M: 0.32%
• YTD: 0.55%
• 6M: 0.61%
• 1Y: 5.12%
• 3Y*: 4.59%
• 5Y*: —
• 10Y*: —

JUCY

• 1D: 0.09%
• 1M: 0.49%
• YTD: 3.13%
• 6M: 3.92%
• 1Y: 7.83%
• 3Y*: 4.46%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

UNIY vs. JUCY - 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%
JUCY Aptus Enhanced Yield ETF	3.13%	5.50%	3.89%	2.84%

Correlation

The correlation between UNIY and JUCY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.23
Correlation (All Time) Calculated using the full available price history since Feb 8, 2023	0.24

Return for Risk

UNIY vs. JUCY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UNIY

UNIY Risk / Return Rank: 41
UNIY Sharpe Ratio Rank: 40
UNIY Sortino Ratio Rank: 42
UNIY Omega Ratio Rank: 38
UNIY Calmar Ratio Rank: 42
UNIY Martin Ratio Rank: 41

JUCY

JUCY Risk / Return Rank: 84
JUCY Sharpe Ratio Rank: 70
JUCY Sortino Ratio Rank: 79
JUCY Omega Ratio Rank: 77
JUCY Calmar Ratio Rank: 96
JUCY Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UNIY vs. JUCY - 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 Aptus Enhanced Yield ETF (JUCY). 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	JUCY	Difference
Sharpe ratio: Return per unit of total volatility	1.40	2.27	-0.86
Sortino ratio: Return per unit of downside risk	2.08	3.49	-1.41
Omega ratio: Gain probability vs. loss probability	1.25	1.45	-0.20
Calmar ratio: Return relative to maximum drawdown	2.03	9.49	-7.46
Martin ratio: Return relative to average drawdown	6.31	36.42	-30.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UNIY vs. JUCY - Sharpe Ratio Comparison

The current UNIY Sharpe Ratio is 1.40, which is lower than the JUCY Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of UNIY and JUCY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	UNIY	JUCY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	2.27	-0.86
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	1.40	-0.55

Drawdowns

UNIY vs. JUCY - Drawdown Comparison

The maximum UNIY drawdown since its inception was -6.27%, which is greater than JUCY's maximum drawdown of -1.56%. Use the drawdown chart below to compare losses from any high point for UNIY and JUCY.

Drawdown Indicators

	UNIY	JUCY	Difference
Max Drawdown Largest peak-to-trough decline	-6.27%	-1.56%	-4.71%
Max Drawdown (1Y) Largest decline over 1 year	-2.53%	-0.83%	-1.70%
Max Drawdown (3Y) Largest decline over 3 years	-5.40%	-1.56%	-3.84%
Current Drawdown Current decline from peak	-1.04%	0.00%	-1.04%
Average Drawdown Average peak-to-trough decline	-1.38%	-0.32%	-1.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.81%	0.22%	+0.59%

Volatility

UNIY vs. JUCY - Volatility Comparison

WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY) has a higher volatility of 1.25% compared to Aptus Enhanced Yield ETF (JUCY) at 0.50%. This indicates that UNIY's price experiences larger fluctuations and is considered to be riskier than JUCY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	UNIY	JUCY	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.25%	0.50%	+0.75%
Volatility (6M) Calculated over the trailing 6-month period	2.71%	2.14%	+0.57%
Volatility (1Y) Calculated over the trailing 1-year period	3.70%	3.47%	+0.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.85%	3.32%	+1.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.85%	3.32%	+1.53%

UNIY vs. JUCY - Expense Ratio Comparison

UNIY has a 0.15% expense ratio, which is lower than JUCY's 0.60% expense ratio.

Dividends

UNIY vs. JUCY - Dividend Comparison

UNIY's dividend yield for the trailing twelve months is around 4.85%, less than JUCY's 8.21% yield.

Position	TTM	2025	2024	2023	2022
JUCY Aptus Enhanced Yield ETF	8.21%	7.98%	7.83%	9.31%	0.58%
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund	4.85%	4.95%	4.86%	3.99%	0.00%

Frequently Asked Questions

Can I hold both UNIY and JUCY in my portfolio?

UNIY and JUCY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, UNIY or JUCY?

UNIY has higher volatility (1.25%) compared to JUCY (0.50%). In terms of maximum drawdown, UNIY dropped -6.27% vs JUCY's -1.56%.

Which ETF is better, UNIY or JUCY?

On 3-year performance, UNIY leads with 4.59% vs 4.46% for JUCY. On fees, UNIY is cheaper at 0.15% per year. On volatility, JUCY has been the lower-risk option at 0.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, UNIY or JUCY?

Over the 3-year period, UNIY has performed better with a 4.59% return vs 4.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, UNIY or JUCY?

UNIY is cheaper with a 0.15% expense ratio, compared with 0.60% for JUCY.

Which ETF pays a higher dividend yield, UNIY or JUCY?

JUCY has the higher dividend yield at 8.21%, compared with 4.85% for UNIY.

What is the main difference between UNIY and JUCY?

They also come from different issuers: WisdomTree and Aptus. Their fees differ too: 0.15% for UNIY and 0.60% for JUCY.

Which has better risk-adjusted returns?

JUCY currently has the higher Sharpe Ratio (2.27 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.