UNIY vs. VTG
UNIY (WisdomTree Voya Yield Enchanced USD Universal Bond Fund) and VTG (Vanguard Total Treasury ETF) are both Intermediate Core Bond funds - UNIY tracks the Bloomberg US Universal Enhanced Yield Index while VTG tracks the Bloomberg U.S. Treasury Total Return Unhedged USD Index. Both are passively managed. Their correlation of 0.94 suggests significant overlap in exposure. UNIY charges 0.15%/yr vs 0.03%/yr for VTG.
Performance
UNIY vs. VTG - Performance Comparison
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Returns By Period
In the year-to-date period, UNIY achieves a 1.08% return, which is significantly higher than VTG's 0.59% return.
UNIY
- 1D
- 0.43%
- 1M
- 1.15%
- YTD
- 1.08%
- 6M
- 0.95%
- 1Y
- 4.80%
- 3Y*
- 4.72%
- 5Y*
- —
- 10Y*
- —
VTG
- 1D
- 0.48%
- 1M
- 1.13%
- YTD
- 0.59%
- 6M
- 0.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UNIY vs. VTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 1.08% | 4.06% |
VTG Vanguard Total Treasury ETF | 0.59% | 3.07% |
Correlation
The correlation between UNIY and VTG is 0.94, 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 9, 2025 | 0.94 |
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Return for Risk
UNIY vs. VTG — Risk / Return Rank
UNIY
VTG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UNIY vs. VTG - 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 Total Treasury ETF (VTG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UNIY | VTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | — | — |
| Martin ratioReturn relative to average drawdown | 5.68 | — | — |
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Drawdowns
UNIY vs. VTG - Drawdown Comparison
The maximum UNIY drawdown since its inception was -6.27%, which is greater than VTG's maximum drawdown of -2.89%. Use the drawdown chart below to compare losses from any high point for UNIY and VTG.
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Drawdown Indicators
| UNIY | VTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.27% | -2.89% | -3.38% |
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 | -0.52% | -1.21% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -1.37% | -0.79% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | — | — |
Volatility
UNIY vs. VTG - Volatility Comparison
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Volatility by Period
| UNIY | VTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.12% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.69% | 3.54% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.84% | 3.54% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.84% | 3.54% | +1.30% |
UNIY vs. VTG - Expense Ratio Comparison
UNIY has a 0.15% expense ratio, which is higher than VTG's 0.03% 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. VTG - Dividend Comparison
UNIY's dividend yield for the trailing twelve months is around 4.82%, more than VTG's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
UNIY WisdomTree Voya Yield Enchanced USD Universal Bond Fund | 4.82% | 4.95% | 4.86% | 3.99% |
VTG Vanguard Total Treasury ETF | 3.18% | 1.65% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, UNIY and VTG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, VTG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VTG is cheaper with a 0.03% expense ratio, compared with 0.15% for UNIY.
UNIY has the higher dividend yield at 4.82%, compared with 3.18% for VTG.
UNIY tracks Bloomberg US Universal Enhanced Yield Index, while VTG tracks Bloomberg U.S. Treasury Total Return Unhedged USD Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.15% for UNIY and 0.03% for VTG.
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