BALI vs UNIY
Comparison between BlackRock Advantage Large Cap Income ETF (BALI, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
BALI vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BALI
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
BALI
0.35%
Winner
UNIY
0.15%
Max Drawdown
BALI
18.92%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
BALI
1.86
UNIY
0.42
5Y Beta
BALI
0.82
Winner
UNIY
0.06
P/E Ratio
BALI
26.66
UNIY
N/A
Forward P/E
BALI
20.30
UNIY
N/A
PEG Ratio
BALI
0.40
UNIY
N/A
5Y EPS CAGR
BALI
24.97%
UNIY
N/A
Debt to Equity
BALI
-12.74%
UNIY
N/A
BALI vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
BALI
+1.05%
Winner
UNIY
+1.36%
3M
Winner
BALI
+10.82%
UNIY
+0.87%
6M
Winner
BALI
+11.79%
UNIY
+0.80%
1Y
Winner
BALI
+25.36%
UNIY
+5.27%
Max(CAGR)
Winner
BALI
+21.39%
UNIY
+4.14%
BALI vs UNIY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BALI | UNIY |
|---|---|---|
| 2026 | +10.42% | +0.89% |
| 2025 | +14.52% | +7.33% |
| 2024 | +22.61% | +2.22% |
| 2023 | +9.51% | +3.91% |
BALI vs UNIY Drawdown Comparison
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current BALI drawdown is -1.14%. The current UNIY drawdown is -0.75%.
| Rank | BALI | UNIY |
|---|---|---|
| #1 | -16.62% Dec 5, 2024 - Jun 30, 2025 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -7.74% Jul 16, 2024 - Sep 19, 2024 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -6.71% Feb 25, 2026 - Apr 14, 2026 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -5.26% Oct 16, 2023 - Nov 7, 2023 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -4.79% Mar 28, 2024 - May 14, 2024 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -3.64% Nov 11, 2025 - Nov 28, 2025 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -3.49% Jun 2, 2026 - Jun 10, 2026 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -2.77% Oct 8, 2025 - Oct 27, 2025 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -2.24% Jul 25, 2025 - Aug 8, 2025 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -2.16% Feb 2, 2026 - Feb 25, 2026 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -2.13% Oct 18, 2024 - Nov 6, 2024 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -2.07% Dec 11, 2025 - Dec 23, 2025 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -2.03% Nov 11, 2024 - Nov 26, 2024 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -1.96% Jan 12, 2026 - Jan 26, 2026 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -1.68% May 21, 2024 - Jun 5, 2024 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between BALI and UNIY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
BALI vs UNIY dividend yield comparison.
| Year | BALI | UNIY |
|---|---|---|
| 2026 | 3.43% | 1.92% |
| 2025 | 8.51% | 4.95% |
| 2024 | 7.13% | 4.86% |
| 2023 | 2.13% | 3.99% |
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