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DVYE vs UNIY

Comparison between ISHARES EMERGING MARKETS DIVIDEND ETF (DVYE, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

DVYE vs UNIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DVYE
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
DVYE
0.50%
Winner
UNIY
0.15%
Max Drawdown
DVYE
60.92%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
DVYE
1.29
UNIY
-0.40
5Y Beta
DVYE
0.59
Winner
UNIY
0.07
5Y Dividends CAGR
DVYE
-6.21%
UNIY
N/A

DVYE vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DVYE
+4.21%
UNIY
-1.00%
3M
DVYE
-2.56%
Winner
UNIY
-0.78%
6M
Winner
DVYE
+1.05%
UNIY
-0.68%
1Y
Winner
DVYE
+23.42%
UNIY
+2.33%
5Y(CAGR)
DVYE
+6.19%
UNIY
N/A
10Y(CAGR)
DVYE
+6.62%
UNIY
N/A
Max(CAGR)
DVYE
+2.99%
Winner
UNIY
+3.69%

DVYE vs UNIY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearDVYEUNIY
2026+10.23%-0.08%
2025+29.08%+7.33%
2024+9.72%+2.22%
2023+21.31%+3.91%
2022-31.74%N/A
2021+11.14%N/A
2020-4.26%N/A
2019+14.13%N/A
2018-7.18%N/A
2017+25.92%N/A
2016+23.25%N/A
2015-23.36%N/A
2014-8.12%N/A
2013-11.53%N/A
2012+7.39%N/A

DVYE vs UNIY Drawdown Comparison

The maximum drawdown for DVYE was -47.42%, occurring on Jan 21, 2016. Recovery took 1276 trading sessions.

The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.

The current DVYE drawdown is -2.89%. The current UNIY drawdown is -1.70%.

RankDVYEUNIY
#1-47.42%
Jan 2, 2013 - Jan 26, 2018
-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-40.81%
Feb 16, 2022 - Jul 3, 2025
-4.39%
Sep 16, 2024 - Jun 24, 2025
#3-38.22%
Jan 17, 2020 - Mar 11, 2021
-3.31%
Feb 1, 2024 - Jun 14, 2024
#4-17.12%
Jan 26, 2018 - Jan 2, 2020
-2.69%
Feb 8, 2023 - Mar 22, 2023
#5-14.68%
Mar 1, 2012 - Dec 6, 2012
-2.53%
Feb 27, 2026 - Mar 27, 2026
#6-9.26%
Apr 17, 2026 - Jul 1, 2026
-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-8.25%
Oct 18, 2021 - Feb 8, 2022
-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-7.64%
Jun 14, 2021 - Oct 13, 2021
-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-6.50%
Feb 25, 2026 - Apr 13, 2026
-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-4.95%
Sep 17, 2025 - Oct 23, 2025
-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-4.89%
Mar 15, 2021 - Apr 28, 2021
-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-4.04%
Jul 23, 2025 - Aug 12, 2025
-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-3.59%
Nov 12, 2025 - Jan 2, 2026
-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-3.03%
Feb 11, 2026 - Feb 25, 2026
-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-3.01%
May 7, 2021 - May 28, 2021
-0.51%
Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between DVYE and UNIY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2012 - 2026)

DVYE vs UNIY dividend yield comparison.

YearDVYEUNIY
20261.98%2.74%
20255.88%4.95%
202411.81%4.86%
20239.05%3.99%
20229.89%0.00%
20217.31%0.00%
20205.27%0.00%
20195.97%0.00%
20185.69%0.00%
20174.81%0.00%
20164.56%0.00%
20156.53%0.00%
20144.51%0.00%
20134.59%0.00%
20123.36%0.00%

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