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UNIY vs VCLT

WisdomTree Voya Yield Enchanced USD Universal Bond Fund vs Vanguard Long-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

VCLT

Vanguard Long-Term Corporate Bond Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$8.5B

Key differences

  • VCLT costs 0.12% less per year.
  • VCLT is significantly larger than UNIY — larger funds tend to be more liquid and less likely to close.
  • VCLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UNIYVCLT
Annual cost (TER)0.15%0.03%
Fund size (AUM)$1.3B$8.5B
Since20232009
Dividend yield4.87%5.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+9.5%
CAGR 3Y+4.6%+4.8%
CAGR 5YN/A-1.3%
Sharpe 3Y0.230.16
Volatility 1Y3.73%8.11%
Max drawdown-6.27%-34.31%

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

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