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UNIYWisdomTree Voya Yield Enchanced USD Universal Bond Fund

Get income3y track recordRanked #370 of 1,706 in this goal

Tracks the price and yield performance of the Bloomberg US Universal Enhanced Yield Index.

By WisdomTree · Launched 2023

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$1.3B

#1,026 of 6,040 · large

Return (1Y)

-0.3%

Track Record

3 years

#2,869 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,984-0.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Universal Enhanced Yield Index

Holdings

By weight

Concentration

Top 10 holdings = 19.0% of funddiversified

United States Treasury Notes
2.9%
United States Treasury Notes
2.7%
DREYFUS TRSY OBLIG CASH MDTRXX
2.7%
United States Treasury Notes
1.9%
United States Treasury Notes
1.9%
United States Treasury Bonds
1.8%
United States Treasury Notes
1.8%
United States Treasury Notes
1.3%
WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
1.0%
United States Treasury Notes
0.9%

Asset allocation

Bonds
97.5%
Cash
1.6%
Stocks
0.9%
Convertible
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.7%Low

Year-on-year price swings

Max drawdown
-6.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.14Below average
Sortino (3Y)
0.19Moderate downside risk

Bond profile

Duration

4.2 years

Avg maturity

9.2 years

Credit ratings

US Government
37.1%
AAA
5.8%
AA
47.5%
A
16.3%
BBB
22.1%
BB
3.5%
B
1.6%
Below B
0.7%
Other
2.6%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the price and yield performance of the Bloomberg US Universal Enhanced Yield Index.
Strategy
Employs a passive management approach to track the Bloomberg US Universal Enhanced Yield Index, investing primarily in USD-denominated bonds, including investment grade and high yield categories. Uses representative sampling to achieve its investment objective, with at least 80% of net assets in constituent securities.
Inception date
February 3, 2023
Fund family
WisdomTree

Next steps

Save UNIY to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18