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UNIY vs VTC

WisdomTree Voya Yield Enchanced USD Universal Bond Fund vs Vanguard Total Corporate Bond ETF ETF Shares

UNIY

WisdomTree Voya Yield Enchanced USD Universal Bond Fund

WisdomTree

Annual cost

0.15%

Fund size

$1.3B

VTC

Vanguard Total Corporate Bond ETF ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$1.7B

Key differences

  • VTC costs 0.12% less per year.
  • VTC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UNIYVTC
Annual cost (TER)0.15%0.03%
Fund size (AUM)$1.3B$1.7B
Since20232017
Dividend yield4.87%4.93%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+7.0%
CAGR 3Y+4.6%+5.5%
CAGR 5YN/A+0.8%
Sharpe 3Y0.230.33
Volatility 1Y3.73%4.44%
Max drawdown-6.27%-22.05%

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

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