FPF vs UNIY

Comparison between First Trust Intermediate Duration Preferred & Income Fund (FPF, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

FPF vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FPF(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.15%
Max Drawdown	54.58%	8.35%
Sharpe Ratio	0.30	0.32
5Y Beta	0.38	0.06
5Y Dividends CAGR	1.22%	N/A

Net Assets

FPF

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

FPF

N/A

UNIY

0.15%

Max Drawdown

FPF

54.58%

Winner

UNIY

8.35%

Sharpe Ratio

FPF

0.30

Winner

UNIY

0.32

5Y Beta

FPF

0.38

Winner

UNIY

0.06

5Y Dividends CAGR

FPF

1.22%

UNIY

N/A

FPF vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	FPF	UNIY
1 month	+0.15%	+0.72%
3 months	+3.69%	+1.03%
6 months	+0.41%	+0.75%
1 year	+5.98%	+4.66%
5 years(CAGR)	+1.66%	N/A
10 years(CAGR)	+5.45%	N/A
Max(CAGR)	+5.71%	+4.06%

FPF

+0.15%

Winner

UNIY

+0.72%

Winner

FPF

+3.69%

UNIY

+1.03%

FPF

+0.41%

Winner

UNIY

+0.75%

Winner

FPF

+5.98%

UNIY

+4.66%

5Y(CAGR)

FPF

+1.66%

UNIY

N/A

10Y(CAGR)

FPF

+5.45%

UNIY

N/A

Max(CAGR)

Winner

FPF

+5.71%

UNIY

+4.06%

FPF vs UNIY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FPF	UNIY
2026	-0.38%	+0.70%
2025	+12.70%	+7.33%
2024	+20.13%	+2.22%
2023	+4.28%	+3.91%
2022	-26.31%	N/A
2021	+10.66%	N/A
2020	+9.46%	N/A
2019	+25.01%	N/A
2018	-10.63%	N/A
2017	+14.71%	N/A
2016	+17.92%	N/A
2015	+3.24%	N/A
2014	+16.02%	N/A
2013	-10.94%	N/A

FPF vs UNIY Drawdown Comparison

The maximum drawdown for FPF was -53.79%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.

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

The current FPF drawdown is -4.43%. The current UNIY drawdown is -0.94%.

Rank	FPF	UNIY
#1	-53.79% Feb 20, 2020 - Dec 17, 2020	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-37.06% Aug 31, 2021 - Jul 14, 2025	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-21.05% Dec 18, 2017 - May 16, 2019	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-18.08% Jun 3, 2013 - Nov 25, 2014	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-10.13% Feb 26, 2026 - Mar 30, 2026	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-10.05% Aug 10, 2016 - Jan 3, 2017	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-8.13% Feb 1, 2016 - Mar 16, 2016	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-6.35% May 1, 2015 - Nov 4, 2015	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-5.98% Mar 1, 2017 - Apr 7, 2017	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-5.87% Nov 5, 2015 - Jan 29, 2016	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-5.70% Dec 31, 2020 - Feb 9, 2021	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-5.49% Dec 2, 2014 - Dec 31, 2014	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-5.40% Sep 19, 2025 - Feb 13, 2026	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-4.78% Aug 4, 2017 - Oct 2, 2017	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-4.76% Feb 9, 2021 - Apr 1, 2021	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

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

0.95

-101

Dividend Comparison (2013 - 2026)

FPF vs UNIY dividend yield comparison.

Year	FPF	UNIY
2026	3.84%	1.92%
2025	8.85%	4.95%
2024	9.17%	4.86%
2023	8.31%	3.99%
2022	8.62%	0.00%
2021	6.75%	0.00%
2020	6.55%	0.00%
2019	7.08%	0.00%
2018	8.79%	0.00%
2017	7.63%	0.00%
2016	9.31%	0.00%
2015	9.16%	0.00%
2014	8.19%	0.00%
2013	4.66%	0.00%