DUSA vs UNIY
Comparison between DAVIS SELECT U.S. EQUITY ETF (DUSA, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
DUSA vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUSA
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
DUSA
0.59%
Winner
UNIY
0.15%
Max Drawdown
DUSA
36.71%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
DUSA
1.59
UNIY
0.32
5Y Beta
DUSA
0.87
Winner
UNIY
0.06
P/E Ratio
DUSA
33.94
UNIY
N/A
Forward P/E
DUSA
13.35
UNIY
N/A
PEG Ratio
DUSA
0.40
UNIY
N/A
5Y Dividends CAGR
DUSA
26.88%
UNIY
N/A
5Y EPS CAGR
DUSA
4.83%
UNIY
N/A
Debt to Equity
DUSA
58.67%
UNIY
N/A
P/S Ratio
DUSA
1.11
UNIY
N/A
P/B Ratio
DUSA
2.11
UNIY
N/A
DUSA vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
DUSA
-0.34%
Winner
UNIY
+1.15%
3M
Winner
DUSA
+9.75%
UNIY
+1.72%
6M
Winner
DUSA
+8.40%
UNIY
+0.95%
1Y
Winner
DUSA
+23.60%
UNIY
+4.80%
5Y(CAGR)
DUSA
+11.23%
UNIY
N/A
10Y(CAGR)
DUSA
+12.86%
UNIY
N/A
Max(CAGR)
Winner
DUSA
+12.86%
UNIY
+4.19%
DUSA vs UNIY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | DUSA | UNIY |
|---|---|---|
| 2026 | +8.74% | +1.13% |
| 2025 | +22.66% | +7.33% |
| 2024 | +20.23% | +2.22% |
| 2023 | +32.93% | +3.91% |
| 2022 | -20.61% | N/A |
| 2021 | +19.30% | N/A |
| 2020 | +12.51% | N/A |
| 2019 | +28.87% | N/A |
| 2018 | -12.36% | N/A |
| 2017 | +16.91% | N/A |
DUSA vs UNIY Drawdown Comparison
The maximum drawdown for DUSA was -36.71%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current DUSA drawdown is -1.52%. The current UNIY drawdown is -0.51%.
| Rank | DUSA | UNIY |
|---|---|---|
| #1 | -36.71% Feb 19, 2020 - Nov 9, 2020 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -30.48% Jan 12, 2022 - Dec 18, 2023 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -24.72% Aug 29, 2018 - Nov 4, 2019 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -16.82% Feb 13, 2025 - Jun 27, 2025 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -11.18% Jan 26, 2018 - Jul 24, 2018 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -10.08% Jul 16, 2024 - Oct 14, 2024 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -8.14% Jun 1, 2021 - Jan 11, 2022 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -7.59% Feb 9, 2026 - Apr 17, 2026 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -6.97% Dec 2, 2024 - Jan 23, 2025 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -5.09% Jan 20, 2021 - Feb 4, 2021 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -5.04% Apr 1, 2024 - May 15, 2024 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -4.73% Sep 18, 2025 - Oct 27, 2025 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -4.49% Oct 27, 2025 - Nov 25, 2025 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -4.18% Jul 3, 2025 - Aug 13, 2025 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -4.05% May 7, 2021 - Jun 1, 2021 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between DUSA and UNIY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
DUSA vs UNIY dividend yield comparison.
| Year | DUSA | UNIY |
|---|---|---|
| 2026 | 0.00% | 1.91% |
| 2025 | 0.96% | 4.95% |
| 2024 | 0.85% | 4.86% |
| 2023 | 3.38% | 3.99% |
| 2022 | 1.21% | 0.00% |
| 2021 | 1.12% | 0.00% |
| 2020 | 0.51% | 0.00% |
| 2019 | 1.12% | 0.00% |
| 2018 | 2.77% | 0.00% |
| 2017 | 0.68% | 0.00% |
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