UNIYvsNEARETF Comparison
ETF 1
UNIY
WisdomTree Voya Yield Enhanced USD Universal Bond Fund
This fund is part of
Intl Aggregate Bonds
+0.01%
VS
WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY) belongs to the Intl Aggregate Bonds segment. iShares Short Duration Bond Active ETF (NEAR) is part of the Intl IG Bonds segment. UNIY's top 3 sector exposures are Sovereign, Finance and Utilities. In contrast, NEAR's top sector exposures are Sovereign, Finance and Industrials. UNIY is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.25% for NEAR. UNIY is down -1.54% year-to-date (YTD) with -$30M in YTD flows. NEAR performs better with 0.97% YTD performance, and +$1.44B in YTD flows. Run a side-by-side ETF comparison of UNIY and NEAR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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UNIY vs NEAR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UNIY NEAR | -0.25%+0.17% | -1.85%-0.07% | -1.54%+0.97% | -1.63%+1.73% | +15.88%+15.56% | n/a+20.92% |
| Flows | UNIY NEAR | -$11M-$50M | -$25M+$346M | -$30M+$1.44B | -$48M+$1.49B | +$122M+$1.95B | -+$263M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UNIY NEAR | +4.30%+1.38% | +3.80%+1.36% | +4.68%+1.56% | n/a+1.26% |
| Max drawdown | UNIY NEAR | -3.31%-1.01% | -4.50%-1.06% | -4.50%-1.06% | n/a-1.26% |
| Max drawdown duration | UNIY NEAR | 52d52d | 229d101d | 229d101d | n/a418d |
Trading data
UNIY | NEAR | |
Last sale 10/16/2026 at 4:42 PM | $46.56 | $49.94 |
| Previous close 10/16/2026 | $46.64 | $49.97 |
| Consolidated volume 10/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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NEAR
is actively managed and doesn’t replicate an indexUNIY | NEAR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 4:42 PM
Live
Closed
UNIY | NEAR | |
|---|---|---|
| Last price | $46.56 | $49.94 |
| 1D performance | -0.16% | -0.07% |
| AuM | $1.27 B | $5.09 B |
| E/R | 0.15% | 0.25% |
Characteristics
UNIY | NEAR | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | WisdomTree | iShares |
| Benchmark | Bloomberg US Universal Enhanced Yield Index | - |
| N° of holdings | 5716 | 1238 |
| Asset class | Fixed Income | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 7, 2023 | September 25, 2013 |
| ESG | No | No |
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Exposure
Countries
UNIY
USA
62.58%
Other
37.42%
NEAR
USA
65.73%
Other
34.27%
Sectors
UNIY
Sovereign
26.24%
Finance
15.18%
Utilities
7.08%
Other
51.5%
NEAR
Sovereign
32.61%
Finance
17.89%
Other
49.5%
Diversification
UNIY
Total weight of top 15 holdings out of 15
19.79%
NEAR
Total weight of top 15 holdings out of 15
34.3%
Top 15 holdings
Data as of August 31, 2026
UNIY
USA, Notes 3.5% 15nov2028, USD (AU-2028)
3.10%
USA, Notes 3.5% 31jan2028, USD (U-2028)
2.16%
US91282CRF04
2.06%
USA, Notes 0.625% 15aug2030, USD (E-2030)
2.02%
USA, Bonds 3% 15aug2052, USD
1.99%
US91282CRG86
1.85%
USA, Notes 3.75% 31jan2031, USD (U-2031)
1.39%
USA, Notes 3.5% 15oct2028, USD (AT-2028)
1.02%
US912810UX45
0.94%
TVA, 3.5% 15dec2042, USD
0.63%
US31418FF369
0.58%
USA, Notes 4% 15jan2027, USD (AJ-2027)
0.58%
USA, Notes 3.625% 31oct2030, USD (AF-2030)
0.53%
USA, Notes 3.5% 30nov2030, USD (AG-2030)
0.51%
US36179WRZ31
0.44%
NEAR
USA, Notes 0.5% 30apr2027, USD (K-2027)
11.50%
USA, Notes 3.75% 15aug2027, USD (AR-2027)
4.20%
USA, Notes 3.5% 15jan2029, USD (AJ-2029)
3.58%
USA, Notes 1.25% 30jun2028, USD (M-2028)
3.17%
USA, Notes 3.5% 15feb2029, USD (AK-2029)
2.69%
USA, Notes 3.875% 15apr2029, USD (AM-2029)
1.76%
USA, Notes 1.75% 31jan2029, USD (G-2029)
1.36%
USA, Notes 4.375% 31aug2028, USD (AC-2028)
1.23%
BlackRock Cash Funds - Treasury
1.05%
US01F0326904
0.96%
USA, Notes 0.375% 31jul2027, USD (N-2027)
0.88%
USA, Notes 1% 31jul2028, USD (N-2028)
0.66%
USA, Notes 3.875% 15may2029, USD (AN-2029)
0.45%
Citigroup, 4.643% 7may2028, USD
0.41%
Applovin, 5.125% 1dec2029, USD
0.40%
Frequently asked questions about UNIY and NEAR
How have the UNIY and NEAR ETFs performed in 2026?
As of October 16, 2026, UNIY is down -1.54% year-to-date (YTD), while NEAR has returned 0.97%. That puts NEAR better performer ahead so far this year.
Which ETF is attracting more investor money: UNIY or NEAR?
Year-to-date, the UNIY ETF saw -$30M in flows, compared to +$1.44B for NEAR.
Which ETF is more volatile: UNIY or NEAR?
Over the past year, UNIY had a volatility of 3.8%, while NEAR experienced 1.36%.
Which ETF is bigger: UNIY or NEAR?
As of October 16, 2026, UNIY holds $1.27 B in assets under management (AUM), while NEAR manages $5.09 B.
What sectors do the UNIY and NEAR ETFs invest in?
UNIY leans toward sectors like Sovereign, Finance and Utilities. Meanwhile, NEAR focuses on Sovereign and Finance.
What are the top holdings of the UNIY ETF and NEAR ETF?
UNIY top holdings include USA, Notes 3.5% 15nov2028, USD (AU-2028), USA, Notes 3.5% 31jan2028, USD (U-2028) and US91282CRF04. NEAR holds in its top three: USA, Notes 0.5% 30apr2027, USD (K-2027), USA, Notes 3.75% 15aug2027, USD (AR-2027) and USA, Notes 3.5% 15jan2029, USD (AJ-2029).
Which ETF is more diversified: UNIY or NEAR?
UNIY holds 5916 securities with 19.79% of its assets in the top 15. NEAR has 2196 securities and a top 15 weight of 34.3%.
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