CAIE vs UNIY
Comparison between CALAMOS AUTOCALLABLE INCOME ETF (CAIE, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
CAIE vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CAIE
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
CAIE
0.74%
Winner
UNIY
0.15%
Max Drawdown
CAIE
11.17%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
CAIE
1.34
UNIY
-0.41
5Y Beta
CAIE
0.88
Winner
UNIY
0.07
CAIE vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAIE
+1.80%
UNIY
-0.54%
3M
Winner
CAIE
+3.24%
UNIY
-0.63%
6M
Winner
CAIE
+9.48%
UNIY
-1.10%
1Y
Winner
CAIE
+20.60%
UNIY
+2.32%
Max(CAGR)
Winner
CAIE
+24.38%
UNIY
+3.64%
CAIE vs UNIY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CAIE | UNIY |
|---|---|---|
| 2026 | +10.93% | -0.19% |
| 2025 | +15.19% | +7.33% |
| 2024 | N/A | +2.22% |
| 2023 | N/A | +3.91% |
CAIE vs UNIY Drawdown Comparison
The maximum drawdown for CAIE was -7.73%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current CAIE drawdown is -0.22%. The current UNIY drawdown is -1.81%.
| Rank | CAIE | UNIY |
|---|---|---|
| #1 | -7.73% Jan 9, 2026 - Apr 14, 2026 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -3.41% Jun 2, 2026 - Aug 4, 2026 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -3.25% Jul 25, 2025 - Aug 12, 2025 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -3.21% Oct 9, 2025 - Oct 27, 2025 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -2.94% Oct 29, 2025 - Nov 28, 2025 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -2.57% Dec 11, 2025 - Dec 23, 2025 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -2.40% Aug 13, 2025 - Aug 26, 2025 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -1.65% Aug 28, 2025 - Sep 8, 2025 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -1.49% Sep 22, 2025 - Oct 1, 2025 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -1.38% May 14, 2026 - May 26, 2026 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -1.25% Jul 3, 2025 - Jul 10, 2025 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -1.18% Dec 24, 2025 - Jan 6, 2026 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -0.75% Apr 17, 2026 - Apr 22, 2026 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -0.70% Apr 27, 2026 - Apr 30, 2026 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -0.54% Dec 4, 2025 - Dec 10, 2025 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between CAIE and UNIY is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2023 - 2026)
CAIE vs UNIY dividend yield comparison.
| Year | CAIE | UNIY |
|---|---|---|
| 2026 | 8.17% | 2.74% |
| 2025 | 7.46% | 4.95% |
| 2024 | 0.00% | 4.86% |
| 2023 | 0.00% | 3.99% |
Select Stocks to Compare
Popular: CAIE vs SPYUNIY vs SPY
More Comparisons
Compare with similar stocks