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UNIY vs VCIT

WisdomTree Voya Yield Enchanced USD Universal Bond Fund vs Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares

UNIY

WisdomTree Voya Yield Enchanced USD Universal Bond Fund

WisdomTree

Annual cost

0.15%

Fund size

$1.3B

VCIT

Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$68.1B

Key differences

  • VCIT costs 0.12% less per year.
  • VCIT is significantly larger than UNIY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VCIT has delivered higher annualized returns.
  • VCIT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UNIYVCIT
Annual cost (TER)0.15%0.03%
Fund size (AUM)$1.3B$68.1B
Since20232009
Dividend yield4.87%4.74%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+7.0%
CAGR 3Y+4.6%+6.2%
CAGR 5YN/A+1.4%
Sharpe 3Y0.230.47
Volatility 1Y3.73%4.15%
Max drawdown-6.27%-20.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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