Which returned more over the last year, SCCR or UNIY?

In the year to Oct 9, 2026, with distributions reinvested, SCCR returned −1.7% and UNIY −1.5%.

Which is cheaper, SCCR or UNIY?

UNIY is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

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SCCR vs UNIY: Differences, Returns & Fees

SCCR's duration was 5.8 years on Jun 30, 2026 and UNIY's 5.9 on May 31, 2026; UNIY charges 0.15% to SCCR's 0.16%. Net assets: $1.5bn on Jun 30, 2026 for Schwab Core Bond ETF, and $1.3bn on May 31, 2026 for WisdomTree Voya Yield Enhanced USD Universal Bond Fund.

UNIY costs 0.01 points a year less; their one-year returns differ by 0.2 points.

	SCCR	UNIY
Expense ratio	0.16%	0.15%
Net assets, SCCR as of Jun 30, 2026 and UNIY as of May 31, 2026	$1.5bn	$1.3bn
Total return, 1 year	−1.7%	−1.5%
What it tracks	No index, actively managed	Bloomberg US Universal Enhanced Yield Index
Holdings in common	2%
Below its high	4.5%, high on Feb 27, 2026	3.9%, high on Feb 27, 2026

Holdings in common uses holdings dated May 31, 2026 and Jun 30, 2026.

−1.7%

SCCR total return, 1 year

−1.5%

UNIY total return, 1 year

0.16%

SCCR expense ratio

0.15%

UNIY expense ratio

What they hold in common

By the books each fund has filed, SCCR and UNIY hold 2% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Jun 30, 2026.

50%

half

2% in common

Positions both hold, largest shared weight first

Holding SCCR UNIY

U.S. Treasury Bonds, due Feb 15, 2046 0.95% 0.33%

U.S. Treasury Notes, due Mar 15, 2029 1.58% 0.31%

Fannie Mae Pool, due Jan 1, 2055 0.26% 0.62%

U.S. Treasury Notes, due Jan 15, 2029 1.30% 0.14%

Ginnie Mae II Pool, due Oct 20, 2051 0.09% 0.10%

Ginnie Mae II Pool, due Dec 20, 2051 0.27% 0.09%

U.S. Treasury Notes, due Apr 30, 2031 2.22% 0.08%

Fannie Mae Pool, due Aug 1, 2052 0.08% 0.18%

U.S. Treasury Notes, due Apr 15, 2029 1.63% 0.08%

Citigroup Inc, due Jun 3, 2031 0.53% 0.06%

Wells Fargo & Co, due Apr 30, 2041 0.49% 0.04%

US Bancorp, due Jan 27, 2028 0.39% 0.04%

Only in SCCR

U.S. Treasury Notes, due Dec 31, 2027 1.49%

U.S. Treasury Bonds, due Feb 15, 2055 1.40%

Freddie Mac Pool, due Aug 1, 2052 1.12%

Philadelphia Authority for Industrial Development, due Oct 15, 2028 0.82%

Fannie Mae Pool, due Oct 1, 2054 0.77%

Bank of America Corp, due Apr 27, 2028 0.74%

Morgan Stanley, due Feb 1, 2029 0.72%

Citigroup Inc, due Feb 13, 2030 0.70%

Only in UNIY

T 3.5 11/15/28, due Nov 15, 2028 3.12%

T 3.875 05/15/29, due May 15, 2029 2.31%

T 3.5 01/31/28, due Jan 31, 2028 2.14%

T 0.625 08/15/30, due Aug 15, 2030 2.03%

T 3 08/15/52, due Aug 15, 2052 2.03%

T 4.375 05/15/36, due May 15, 2036 1.98%

T 3.75 01/31/31, due Jan 31, 2031 1.36%

T 3.5 10/15/28, due Oct 15, 2028 1.04%

Check overlap with more funds →

On the same fields

SCCR

Schwab Core Bond ETF

UNIY

WisdomTree Voya Yield Enhanced USD Universal Bond Fund

Where it sits Bond ETF Bond ETF

Issuer Schwab WisdomTree

What it is Actively managed Tracks an index

Total return, 1 year −1.7% −1.5%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −19.0 pts −18.7 pts

Expense ratio 0.16% 0.15%

Holdings 548 6150

Net assets, SCCR as of Jun 30, 2026 and UNIY as of May 31, 2026 $1.5bn $1.3bn

SCCR and UNIY on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

SCCR in plain words

SCCR is actively managed and tracks no index. The prospectus expense ratio is 0.16% a year. It sat 4.5% below its high of Feb 27, 2026 on Oct 9, 2026.

Over the year to Oct 9, 2026 it returned −1.7% with distributions reinvested, against −1.6% for its benchmark, the Bloomberg US Aggregate Bond Index.

UNIY in plain words

UNIY tracks an index. Over the year to Oct 9, 2026 it returned −1.5% with distributions reinvested. The prospectus expense ratio is 0.15% a year. It sat 3.9% below its high of Feb 27, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, SCCR or UNIY?: In the year to Oct 9, 2026, with distributions reinvested, SCCR returned −1.7% and UNIY −1.5%.
Which is cheaper, SCCR or UNIY?: UNIY is cheaper, by 0.01 percentage points a year. That is about $1 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

BIV vs SCCR AGG vs SCCR BND vs SCCR AVIG vs SCCR AVIG vs UNIY EAGG vs UNIY CGCB vs UNIY UNIY vs VCRB

SCCR on its own →UNIY on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

SCCR filings on SEC EDGAR ↗SCCR prospectus with the expense ratio (SEC) ↗Schwab website ↗UNIY filings on SEC EDGAR ↗UNIY prospectus with the expense ratio (SEC) ↗WisdomTree website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, SCCR against UNIY, data as of Oct 9, 2026. https://etfiq.com/compare/any/sccr-vs-uniy

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.