IGPT vs UNIY

Comparison between INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

IGPT vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGPT(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.56%	0.15%
Max Drawdown	53.09%	8.35%
Sharpe Ratio	2.61	0.42
5Y Beta	1.58	0.06
P/E Ratio	51.48	N/A
Forward P/E	19.99	N/A
PEG Ratio	0.12	N/A
5Y Dividends CAGR	-5.82%	N/A
5Y EPS CAGR	34.97%	N/A
Debt to Equity	36.37%	N/A

Net Assets

IGPT

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

IGPT

0.56%

Winner

UNIY

0.15%

Max Drawdown

IGPT

53.09%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

IGPT

2.61

UNIY

0.42

5Y Beta

IGPT

1.58

Winner

UNIY

0.06

P/E Ratio

IGPT

51.48

UNIY

N/A

Forward P/E

IGPT

19.99

UNIY

N/A

PEG Ratio

IGPT

0.12

UNIY

N/A

5Y Dividends CAGR

IGPT

-5.82%

UNIY

N/A

5Y EPS CAGR

IGPT

34.97%

UNIY

N/A

Debt to Equity

IGPT

36.37%

UNIY

N/A

IGPT vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	IGPT	UNIY
1 month	+22.68%	+1.36%
3 months	+70.00%	+0.87%
6 months	+84.96%	+0.80%
1 year	+127.62%	+5.27%
5 years(CAGR)	+20.06%	N/A
10 years(CAGR)	+24.78%	N/A
Max(CAGR)	+16.89%	+4.14%

Winner

IGPT

+22.68%

UNIY

+1.36%

Winner

IGPT

+70.00%

UNIY

+0.87%

Winner

IGPT

+84.96%

UNIY

+0.80%

Winner

IGPT

+127.62%

UNIY

+5.27%

5Y(CAGR)

IGPT

+20.06%

UNIY

N/A

10Y(CAGR)

IGPT

+24.78%

UNIY

N/A

Max(CAGR)

Winner

IGPT

+16.89%

UNIY

+4.14%

IGPT vs UNIY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGPT	UNIY
2026	+74.40%	+0.89%
2025	+30.52%	+7.33%
2024	+20.71%	+2.22%
2023	+27.99%	+3.91%
2022	-24.92%	N/A
2021	+0.80%	N/A
2020	+53.33%	N/A
2019	+35.94%	N/A
2018	+15.43%	N/A
2017	+33.68%	N/A
2016	+15.11%	N/A
2015	+8.15%	N/A
2014	+11.66%	N/A
2013	+29.37%	N/A
2012	+15.69%	N/A
2011	-7.39%	N/A
2010	+17.40%	N/A
2009	+51.50%	N/A
2008	-32.06%	N/A
2007	+4.26%	N/A
2006	+8.83%	N/A
2005	+14.69%	N/A

IGPT vs UNIY Drawdown Comparison

The maximum drawdown for IGPT was -48.44%, occurring on Nov 20, 2008. Recovery took 589 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 -0.75%.

Rank	IGPT	UNIY
#1	-48.44% Oct 31, 2007 - Mar 5, 2010	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-44.05% Feb 12, 2021 - Jul 10, 2024	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-30.69% Feb 19, 2020 - May 20, 2020	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-29.30% Jul 10, 2024 - Jul 16, 2025	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-27.75% Jul 7, 2011 - Sep 6, 2012	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-27.57% May 6, 2010 - Jul 7, 2011	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-23.00% Sep 14, 2018 - Mar 1, 2019	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-21.18% Jul 22, 2015 - Jun 7, 2016	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-16.68% Jan 28, 2026 - Apr 14, 2026	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-14.55% May 8, 2006 - Oct 5, 2006	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-13.97% Mar 4, 2014 - Nov 10, 2014	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-13.96% Jul 26, 2019 - Jan 16, 2020	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-12.77% Jun 4, 2007 - Oct 9, 2007	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-11.90% Oct 29, 2025 - Jan 6, 2026	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-11.52% Jun 3, 2026 - Jun 15, 2026	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between IGPT and UNIY is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2014 - 2026)

IGPT vs UNIY dividend yield comparison.

Year	IGPT	UNIY
2026	0.00%	1.92%
2025	0.04%	4.95%
2024	0.00%	4.86%
2023	0.00%	3.99%
2022	4.23%	0.00%
2021	18.63%	0.00%
2020	0.11%	0.00%
2019	0.15%	0.00%
2016	0.09%	0.00%
2015	0.44%	0.00%
2014	0.29%	0.00%