IBTJ vs UNIY
Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
IBTJ vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBTJ vs UNIY - Historical Returns
Returns include dividend reinvestment.
IBTJ vs UNIY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTJ | UNIY |
|---|---|---|
| 2026 | -0.05% | +0.70% |
| 2025 | +6.89% | +7.33% |
| 2024 | +2.10% | +2.22% |
| 2023 | +3.96% | +3.91% |
| 2022 | -11.80% | N/A |
| 2021 | -3.59% | N/A |
| 2020 | +3.50% | N/A |
IBTJ vs UNIY Drawdown Comparison
The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current IBTJ drawdown is -6.27%. The current UNIY drawdown is -0.94%.
| Rank | IBTJ | UNIY |
|---|---|---|
| #1 | -20.19% Aug 4, 2020 - Oct 20, 2022 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -5.30% Mar 9, 2020 - Apr 3, 2020 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -2.27% Apr 21, 2020 - Jul 21, 2020 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -1.20% Apr 3, 2020 - Apr 15, 2020 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -0.25% Apr 16, 2020 - Apr 20, 2020 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -0.24% Jul 23, 2020 - Jul 28, 2020 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -0.10% Jul 31, 2020 - Aug 4, 2020 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | N/A | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | N/A | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | N/A | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | N/A | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | N/A | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | N/A | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | N/A | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | N/A | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between IBTJ and UNIY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
IBTJ vs UNIY dividend yield comparison.
| Year | IBTJ | UNIY |
|---|---|---|
| 2026 | 1.57% | 1.92% |
| 2025 | 3.78% | 4.95% |
| 2024 | 3.95% | 4.86% |
| 2023 | 3.48% | 3.99% |
| 2022 | 1.86% | 0.00% |
| 2021 | 0.74% | 0.00% |
| 2020 | 0.61% | 0.00% |
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