HQH vs UNIY

Comparison between abrdn Healthcare Investors (HQH, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

HQH vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HQH(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	N/A	0.15%
Max Drawdown	78.96%	8.35%
Sharpe Ratio	1.96	0.32
5Y Beta	0.66	0.06
5Y Dividends CAGR	8.07%	N/A

Net Assets

HQH

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

HQH

N/A

UNIY

0.15%

Max Drawdown

HQH

78.96%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

HQH

1.96

UNIY

0.32

5Y Beta

HQH

0.66

Winner

UNIY

0.06

5Y Dividends CAGR

HQH

8.07%

UNIY

N/A

HQH vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	HQH	UNIY
1 month	+5.19%	+0.72%
3 months	+18.97%	+1.03%
6 months	+13.61%	+0.75%
1 year	+52.98%	+4.66%
5 years(CAGR)	+6.84%	N/A
10 years(CAGR)	+8.43%	N/A
Max(CAGR)	+10.81%	+4.06%

Winner

HQH

+5.19%

UNIY

+0.72%

Winner

HQH

+18.97%

UNIY

+1.03%

Winner

HQH

+13.61%

UNIY

+0.75%

Winner

HQH

+52.98%

UNIY

+4.66%

5Y(CAGR)

HQH

+6.84%

UNIY

N/A

10Y(CAGR)

HQH

+8.43%

UNIY

N/A

Max(CAGR)

Winner

HQH

+10.81%

UNIY

+4.06%

HQH vs UNIY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HQH	UNIY
2026	+15.48%	+0.70%
2025	+32.52%	+7.33%
2024	+8.17%	+2.22%
2023	+0.48%	+3.91%
2022	-18.25%	N/A
2021	+10.53%	N/A
2020	+24.74%	N/A
2019	+23.77%	N/A
2018	-14.61%	N/A
2017	+13.05%	N/A
2016	-20.51%	N/A
2015	+3.67%	N/A
2014	+28.02%	N/A
2013	+63.77%	N/A
2012	+31.81%	N/A
2011	+14.95%	N/A
2010	+17.99%	N/A
2009	+4.73%	N/A
2008	-25.90%	N/A
2007	+9.56%	N/A
2006	+0.35%	N/A
2005	+6.43%	N/A
2004	+6.67%	N/A
2003	+39.55%	N/A
2002	-37.22%	N/A
2001	+22.71%	N/A
2000	+28.47%	N/A
1999	+33.29%	N/A

HQH vs UNIY Drawdown Comparison

The maximum drawdown for HQH was -54.61%, occurring on Oct 9, 2002. Recovery took 1830 trading sessions.

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

The current UNIY drawdown is -0.94%.

Rank	HQH	UNIY
#1	-54.61% Feb 17, 2000 - Jun 1, 2007	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-45.19% Aug 15, 2008 - Jan 14, 2011	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-41.87% Jul 17, 2015 - Dec 23, 2020	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-37.54% Aug 25, 2021 - Sep 29, 2025	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-23.13% Jun 30, 2011 - Jan 25, 2012	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-21.21% Feb 26, 2014 - Oct 27, 2014	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-16.80% Oct 29, 2007 - Aug 14, 2008	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-13.00% Feb 19, 2026 - Apr 17, 2026	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-12.78% Aug 5, 2013 - Nov 21, 2013	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-12.57% May 15, 2013 - Jul 1, 2013	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-11.54% Jan 24, 2000 - Feb 4, 2000	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-10.84% Jan 22, 2014 - Feb 11, 2014	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-10.81% Jun 1, 2007 - Oct 5, 2007	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-9.96% Feb 24, 2021 - Jun 7, 2021	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-9.80% Oct 31, 2025 - Nov 24, 2025	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between HQH and UNIY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

HQH vs UNIY dividend yield comparison.

Year	HQH	UNIY
2026	6.05%	1.92%
2025	11.56%	4.95%
2024	14.21%	4.86%
2023	9.66%	3.99%
2022	9.50%	0.00%
2021	8.59%	0.00%
2020	7.97%	0.00%
2019	8.24%	0.00%
2018	10.75%	0.00%
2017	8.78%	0.00%
2016	9.80%	0.00%
2015	11.97%	0.00%
2014	7.05%	0.00%
2013	6.41%	0.00%
2012	8.15%	0.00%
2011	8.93%	0.00%
2010	4.94%	0.00%
2009	4.39%	0.00%
2008	12.47%	0.00%
2007	8.83%	0.00%
2006	8.86%	0.00%
2005	8.87%	0.00%
2004	8.48%	0.00%
2003	9.20%	0.00%
2002	19.09%	0.00%
2001	13.59%	0.00%
2000	15.51%	0.00%