EVV vs UNIY
Comparison between Eaton Vance Ltd Duration Income Fund (EVV, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
EVV vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EVV
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
EVV
N/A
UNIY
0.15%
Max Drawdown
EVV
60.34%
Winner
UNIY
8.35%
Sharpe Ratio
EVV
-0.32
Winner
UNIY
0.32
5Y Beta
EVV
0.34
Winner
UNIY
0.06
5Y Dividends CAGR
EVV
-4.67%
UNIY
N/A
EVV vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
EVV
-0.10%
Winner
UNIY
+0.72%
3M
Winner
EVV
+1.85%
UNIY
+1.03%
6M
EVV
-2.59%
Winner
UNIY
+0.75%
1Y
EVV
+0.33%
Winner
UNIY
+4.66%
5Y(CAGR)
EVV
+2.66%
UNIY
N/A
10Y(CAGR)
EVV
+5.30%
UNIY
N/A
Max(CAGR)
Winner
EVV
+5.62%
UNIY
+4.06%
EVV vs UNIY - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EVV | UNIY |
|---|---|---|
| 2026 | -3.18% | +0.70% |
| 2025 | +8.71% | +7.33% |
| 2024 | +11.65% | +2.22% |
| 2023 | +12.00% | +3.91% |
| 2022 | -20.21% | N/A |
| 2021 | +16.25% | N/A |
| 2020 | +4.58% | N/A |
| 2019 | +19.59% | N/A |
| 2018 | -6.08% | N/A |
| 2017 | +7.49% | N/A |
| 2016 | +19.31% | N/A |
| 2015 | -0.90% | N/A |
| 2014 | +0.40% | N/A |
| 2013 | -1.56% | N/A |
| 2012 | +16.71% | N/A |
| 2011 | +2.99% | N/A |
| 2010 | +17.11% | N/A |
| 2009 | +60.56% | N/A |
| 2008 | -27.67% | N/A |
| 2007 | -9.17% | N/A |
| 2006 | +19.36% | N/A |
| 2005 | -7.36% | N/A |
| 2004 | +10.84% | N/A |
| 2003 | -3.75% | N/A |
EVV vs UNIY Drawdown Comparison
The maximum drawdown for EVV was -51.34%, occurring on Oct 10, 2008. Recovery took 590 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current EVV drawdown is -4.58%. The current UNIY drawdown is -0.94%.
| Rank | EVV | UNIY |
|---|---|---|
| #1 | -51.34% May 29, 2007 - Sep 29, 2009 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -40.40% Feb 20, 2020 - Dec 30, 2020 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -25.86% Dec 30, 2021 - Aug 9, 2024 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -16.39% May 21, 2013 - Jul 14, 2016 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -14.10% Jul 15, 2011 - Jan 27, 2012 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -11.99% Mar 8, 2005 - Jun 16, 2006 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -11.95% Oct 13, 2017 - Mar 5, 2019 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -10.01% Jun 11, 2003 - Jan 16, 2004 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -9.86% May 3, 2010 - Aug 3, 2010 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -9.79% Apr 1, 2004 - Aug 23, 2004 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -9.53% Feb 26, 2025 - Jun 11, 2025 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -8.65% Feb 13, 2026 - Mar 27, 2026 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -8.48% Nov 7, 2012 - Jan 11, 2013 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -7.57% Nov 8, 2010 - Apr 28, 2011 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -6.10% Aug 30, 2016 - Dec 6, 2016 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between EVV and UNIY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2003 - 2026)
EVV vs UNIY dividend yield comparison.
| Year | EVV | UNIY |
|---|---|---|
| 2026 | 4.68% | 1.92% |
| 2025 | 8.86% | 4.95% |
| 2024 | 9.78% | 4.86% |
| 2023 | 10.43% | 3.99% |
| 2022 | 12.78% | 0.00% |
| 2021 | 9.16% | 0.00% |
| 2020 | 9.58% | 0.00% |
| 2019 | 6.42% | 0.00% |
| 2018 | 8.44% | 0.00% |
| 2017 | 7.22% | 0.00% |
| 2016 | 8.46% | 0.00% |
| 2015 | 9.56% | 0.00% |
| 2014 | 8.64% | 0.00% |
| 2013 | 7.98% | 0.00% |
| 2012 | 7.51% | 0.00% |
| 2011 | 7.68% | 0.00% |
| 2010 | 8.66% | 0.00% |
| 2009 | 9.60% | 0.00% |
| 2008 | 13.30% | 0.00% |
| 2007 | 10.14% | 0.00% |
| 2006 | 8.45% | 0.00% |
| 2005 | 9.51% | 0.00% |
| 2004 | 8.57% | 0.00% |
| 2003 | 5.10% | 0.00% |
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