EDIV vs UNIY

Comparison between STATE STREET(R) SPDR(R) S&P EMERGING MARKETS DIVIDEND ETF (EDIV, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

EDIV vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDIV(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.49%	0.15%
Max Drawdown	64.10%	8.35%
Sharpe Ratio	0.74	-0.40
5Y Beta	0.48	0.07
5Y Dividends CAGR	13.54%	N/A

Net Assets

EDIV

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

EDIV

0.49%

Winner

UNIY

0.15%

Max Drawdown

EDIV

64.10%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

EDIV

0.74

UNIY

-0.40

5Y Beta

EDIV

0.48

Winner

UNIY

0.07

5Y Dividends CAGR

EDIV

13.54%

UNIY

N/A

EDIV vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	EDIV	UNIY
1 month	-1.12%	-1.00%
3 months	+0.96%	-0.78%
6 months	+1.13%	-0.68%
1 year	+13.09%	+2.33%
5 years(CAGR)	+12.06%	N/A
10 years(CAGR)	+7.99%	N/A
Max(CAGR)	+3.16%	+3.69%

EDIV

-1.12%

Winner

UNIY

-1.00%

Winner

EDIV

+0.96%

UNIY

-0.78%

Winner

EDIV

+1.13%

UNIY

-0.68%

Winner

EDIV

+13.09%

UNIY

+2.33%

5Y(CAGR)

EDIV

+12.06%

UNIY

N/A

10Y(CAGR)

EDIV

+7.99%

UNIY

N/A

Max(CAGR)

EDIV

+3.16%

Winner

UNIY

+3.69%

EDIV vs UNIY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	EDIV	UNIY
2026	+8.15%	-0.08%
2025	+17.27%	+7.33%
2024	+14.60%	+2.22%
2023	+41.60%	+3.91%
2022	-16.10%	N/A
2021	+11.41%	N/A
2020	-10.94%	N/A
2019	+11.47%	N/A
2018	-6.87%	N/A
2017	+26.65%	N/A
2016	+20.76%	N/A
2015	-27.00%	N/A
2014	-6.65%	N/A
2013	-14.46%	N/A
2012	+4.74%	N/A
2011	-2.15%	N/A

EDIV vs UNIY Drawdown Comparison

The maximum drawdown for EDIV was -53.33%, occurring on Jan 21, 2016. Recovery took 2977 trading sessions.

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

The current EDIV drawdown is -2.41%. The current UNIY drawdown is -1.70%.

Rank	EDIV	UNIY
#1	-53.33% Mar 1, 2012 - Dec 29, 2023	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-22.41% Jul 7, 2011 - Mar 1, 2012	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-13.84% Sep 26, 2024 - May 16, 2025	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-10.37% Feb 25, 2026 - Mar 30, 2026	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-8.19% Jul 12, 2024 - Aug 23, 2024	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-5.75% Apr 29, 2011 - Jun 30, 2011	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-4.50% Mar 21, 2024 - Apr 29, 2024	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-4.45% Dec 29, 2023 - Jan 29, 2024	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-4.30% Mar 9, 2011 - Mar 23, 2011	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-3.42% Sep 19, 2025 - Nov 11, 2025	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-3.35% May 17, 2024 - Jul 2, 2024	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-3.21% Apr 8, 2011 - Apr 21, 2011	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-3.09% Jul 23, 2025 - Aug 22, 2025	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-2.73% Nov 11, 2025 - Dec 15, 2025	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-2.54% Jun 12, 2025 - Jun 26, 2025	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

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

0.95

-101

Dividend Comparison (2011 - 2026)

EDIV vs UNIY dividend yield comparison.

Year	EDIV	UNIY
2026	2.00%	2.74%
2025	4.69%	4.95%
2024	3.94%	4.86%
2023	4.26%	3.99%
2022	4.94%	0.00%
2021	3.84%	0.00%
2020	3.52%	0.00%
2019	3.83%	0.00%
2018	3.41%	0.00%
2017	2.99%	0.00%
2016	4.93%	0.00%
2015	5.33%	0.00%
2014	4.84%	0.00%
2013	5.13%	0.00%
2012	5.35%	0.00%
2011	4.84%	0.00%