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Upturn AI SWOT - About
WisdomTree Voya Yield Enchanced USD Universal Bond Fund (UNIY)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 3.15% | Avg. Invested days 35 | 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 41804 | Beta - | 52 Weeks Range 45.17 - 49.06 | Updated Date 04/1/2025 |
52 Weeks Range 45.17 - 49.06 | Updated Date 04/1/2025 |
Upturn AI SWOT
ETF WisdomTree Voya Yield Enchanced USD Universal Bond Fund Summary
Profile:
WisdomTree Voya Yield Enchanced USD Universal Bond Fund (symbol: YV) is an actively managed exchange-traded fund seeking high current income and total return through investments in fixed-income instruments denominated in U.S. dollars. It primarily focuses on maximizing yield while maintaining an investment-grade average credit quality.
Investment Objective: To provide investors with high current income and total return.
Issuer:
WisdomTree Investments, Inc. is a leading global asset manager with expertise in Exchange Traded Funds (ETFs) and Exchange Traded Products (ETPs).
Reputation and Reliability: WisdomTree has a strong record of innovation and delivering investment solutions. It is known for its expertise in indexing and fixed-income strategies.
Management: The fund is actively managed by professionals at Voya Investment Management, a subsidiary of Voya Financial, Inc. Voya has a long history of managing fixed-income portfolios.
Market Share:
While YV is a relatively new entrant in the broad bond ETF market, it enjoys a dominant position within the actively managed USD universal bond ETF category.
Total Net Assets: Approximately $1.8 billion as of November 23, 2023.
Moat:
- Active Management: The fund's active management allows for greater flexibility and potentially higher returns compared to passively managed bond ETFs.
- Yield Enhancement Strategy: YV uses strategies like call writing and duration tilting to enhance income without compromising credit quality.
- Investment-Grade Focus: The focus on investment-grade bonds aims to balance risk and return.
Financial Performance:
Since inception in May 2021, YV has delivered a cumulative return of 7.6%, outperforming its benchmark, the Bloomberg U.S. Universal Bond Index, by 1.45% (as of November 22, 2023).
Growth Trajectory: The actively managed approach and focus on yield enhancement could drive continued growth in assets and performance.
Liquidity:
- Average Trading Volume: Approximately 94,000 shares per day.
- Bid-Ask Spread: Tight bid-ask spread, indicating good liquidity.
Market Dynamics:
- Interest rate environment
- Economic growth
- Inflation
- Credit spreads
Competitors:
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
- SPDR Bloomberg Barclays Aggregate Bond ETF (AGG)
Expense Ratio: 0.55%
Investment Approach and Strategy:
- Actively Managed: Portfolio managers select and adjust holdings based on market outlook and opportunities.
- Investment Emphasis: U.S. dollar-denominated fixed-income, including government bonds, corporate bonds, and asset-backed securities.
- Yield Enhancement Techniques: Call writing, duration tilting, and security selection.
Key Points:
- Seeks high current income and total return.
- Actively managed by experienced professionals.
- Focuses on investment-grade bonds.
- Offers potential for outperformance compared to passive bond ETFs.
Risks:
- Market risk: Bond prices can decline due to changes in interest rates.
- Credit risk: Issuers of bonds may default on payments.
- Management risk: Active management may not outperform the market.
Who Should Consider Investing:
- Yield-oriented investors seeking regular income.
- Investors seeking an actively managed bond strategy.
- Investors comfortable with moderate risk.
Fundamental Rating Based on AI: 8.5/10
YV receives a high rating based on its strong performance, experienced management, yield enhancement strategy, and competitive cost structure. Its limitations include its shorter history and lack of diversification compared to broader bond market indices.
Resources:
- https://www.wisdomtree.com/products/yv-wisdomtree-voya-yield-enhanced-usd-universal-bond-fund
- https://www.voya.com/etfs/active-solutions/yv
- https://finance.yahoo.com/quote/YV/
Disclaimer: This information is presented for educational purposes only and should not be considered financial advice. Please consult a professional financial advisor before making any 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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