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Upturn AI SWOT - About
WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY)
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Upturn Advisory Summary
08/14/2025: UNIY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.8% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 45.69 - 48.63 | Updated Date 06/30/2025 |
52 Weeks Range 45.69 - 48.63 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree Voya Yield Enchanced USD Universal Bond Fund
ETF Overview
Overview
The WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UYLD) aims to provide current income and, secondarily, capital appreciation by investing in a portfolio of USD-denominated investment-grade bonds from both U.S. and non-U.S. issuers, while actively managing yield curve and credit risk.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for innovative and alternatively weighted ETFs.
Management Expertise
WisdomTree has a dedicated fixed income team with experience in managing bond portfolios and employing active strategies.
Investment Objective
Goal
Seeks to provide current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed fixed income ETF, not tracking a specific index, with a focus on yield enhancement.
Composition Primarily invests in USD-denominated investment-grade bonds, including government, corporate, and securitized debt.
Market Position
Market Share: UYLD's market share within the global fixed income ETF space is relatively small compared to broader market ETFs.
Total Net Assets (AUM): 38890000
Competitors
Key Competitors
- AGG
- LQD
- BND
- IGIB
Competitive Landscape
The fixed income ETF market is dominated by large, passively managed ETFs. UYLD's active management and yield enhancement strategy differentiate it. Competitors provide broader market exposure with lower expense ratios, while UYLD aims to outperform through active management, potentially at a higher cost and risk.
Financial Performance
Historical Performance: Data available upon request; requires fetching actual performance data.
Benchmark Comparison: Data available upon request; requires fetching actual performance data and appropriate benchmark.
Expense Ratio: 0.27
Liquidity
Average Trading Volume
The average trading volume is moderate, generally sufficient for most investors but may fluctuate.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence UYLD's performance. Changes in monetary policy and investor sentiment can significantly affect bond prices and yields.
Growth Trajectory
Growth depends on the fund's ability to generate alpha through active management and attract assets in a competitive fixed income market. Performance and marketing efforts will influence its growth.
Moat and Competitive Advantages
Competitive Edge
UYLD's active management strategy and focus on yield enhancement differentiate it from passively managed bond ETFs. The fund's ability to adapt to changing market conditions and identify attractive opportunities provides a potential advantage. WisdomTree's expertise in ETF development and distribution further supports UYLD. However, active management also introduces the risk of underperformance relative to the benchmark.
Risk Analysis
Volatility
UYLD's volatility is moderate, reflecting the investment-grade nature of its holdings. However, active management may introduce additional volatility compared to passive bond ETFs.
Market Risk
UYLD is exposed to interest rate risk (duration), credit risk (potential for defaults), and liquidity risk (ability to sell holdings quickly). Changes in interest rates and credit spreads can impact the fund's value.
Investor Profile
Ideal Investor Profile
Investors seeking current income and potential capital appreciation from a diversified portfolio of investment-grade bonds are suitable. Investors must be comfortable with active management and potential for higher volatility than passive bond ETFs.
Market Risk
Suitable for long-term investors seeking income and those willing to accept moderate risk in exchange for potential outperformance.
Summary
UYLD aims to provide income and capital appreciation through actively managed USD-denominated investment-grade bonds. Its active strategy differentiates it from passive bond ETFs. The fund is exposed to interest rate, credit, and liquidity risks. It suits income-seeking investors comfortable with active management and moderate risk who wants access to investment grade bonds with a yield enhancement strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
Data is for informational purposes only and not investment advice. Performance not indicative of future results. Consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Voya Yield Enchanced USD Universal Bond Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s net assets, plus the amount of any borrowings for investment purposes, will be invested in the component securities of the index. The index is comprised of USD-denominated bonds. The index deconstructs the USD-denominated bond market, as represented by USD-denominated, taxable bonds that are rated either investment grade or high yield, into one of the five categories of debt. The fund is non-diversified.
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