UNIY vs. VGVT
UNIY (WisdomTree Voya Yield Enchanced USD Universal Bond Fund) and VGVT (Vanguard Government Securities Active ETF) are both Intermediate Core Bond funds. UNIY is passively managed, while VGVT is actively managed. Their correlation of 0.88 suggests significant overlap in exposure. UNIY charges 0.15%/yr vs 0.10%/yr for VGVT.
Performance
UNIY vs. VGVT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UNIY achieves a 0.40% return, which is significantly higher than VGVT's 0.11% return.
UNIY
- 1D
- -0.21%
- 1M
- 0.38%
- YTD
- 0.40%
- 6M
- 0.35%
- 1Y
- 5.54%
- 3Y*
- 4.51%
- 5Y*
- —
- 10Y*
- —
VGVT
- 1D
- -0.15%
- 1M
- 0.17%
- YTD
- 0.11%
- 6M
- 0.10%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UNIY vs. VGVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 0.40% | 3.62% |
VGVT Vanguard Government Securities Active ETF | 0.11% | 3.28% |
Correlation
The correlation between UNIY and VGVT is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2025 | 0.88 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UNIY vs. VGVT — Risk / Return Rank
UNIY
VGVT
UNIY vs. VGVT - 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 Vanguard Government Securities Active ETF (VGVT). 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 | VGVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | — | — |
| Martin ratioReturn relative to average drawdown | 6.84 | — | — |
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 charts...
Sharpe Ratios by Period
| UNIY | VGVT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 1.17 | -0.33 |
Drawdowns
UNIY vs. VGVT - Drawdown Comparison
The maximum UNIY drawdown since its inception was -6.27%, which is greater than VGVT's maximum drawdown of -2.77%. Use the drawdown chart below to compare losses from any high point for UNIY and VGVT.
Loading charts...
Drawdown Indicators
| UNIY | VGVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.27% | -2.77% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | — | — |
Current DrawdownCurrent decline from peak | -1.18% | -1.76% | +0.58% |
Average DrawdownAverage peak-to-trough decline | -1.38% | -0.67% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | — | — |
Volatility
UNIY vs. VGVT - Volatility Comparison
Loading charts...
Volatility by Period
| UNIY | VGVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.69% | 3.22% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.85% | 3.22% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 3.22% | +1.63% |
UNIY vs. VGVT - Expense Ratio Comparison
UNIY has a 0.15% expense ratio, which is higher than VGVT's 0.10% 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%.
Dividends
UNIY vs. VGVT - Dividend Comparison
UNIY's dividend yield for the trailing twelve months is around 4.85%, more than VGVT's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 4.85% | 4.95% | 4.86% | 3.99% |
VGVT Vanguard Government Securities Active ETF | 3.99% | 2.29% | 0.00% | 0.00% |
Frequently Asked Questions
UNIY and VGVT have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VGVT is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VGVT is cheaper with a 0.10% expense ratio, compared with 0.15% for UNIY.
UNIY has the higher dividend yield at 4.85%, compared with 3.99% for VGVT.
They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.15% for UNIY and 0.10% for VGVT.
Find the right allocation for UNIY and VGVT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer