IGRO vs UNIY

Comparison between ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

IGRO vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGRO(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.15%	0.15%
Max Drawdown	37.05%	8.35%
Sharpe Ratio	0.98	0.32
5Y Beta	0.54	0.06
5Y Dividends CAGR	9.33%	N/A

Net Assets

IGRO

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

IGRO

0.15%

UNIY

0.15%

Max Drawdown

IGRO

37.05%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

IGRO

0.98

UNIY

0.32

5Y Beta

IGRO

0.54

Winner

UNIY

0.06

5Y Dividends CAGR

IGRO

9.33%

UNIY

N/A

IGRO vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	IGRO	UNIY
1 month	+0.09%	+0.72%
3 months	+7.40%	+1.03%
6 months	+6.80%	+0.75%
1 year	+15.72%	+4.66%
5 years(CAGR)	+8.04%	N/A
10 years(CAGR)	+8.53%	N/A
Max(CAGR)	+8.99%	+4.06%

IGRO

+0.09%

Winner

UNIY

+0.72%

Winner

IGRO

+7.40%

UNIY

+1.03%

Winner

IGRO

+6.80%

UNIY

+0.75%

Winner

IGRO

+15.72%

UNIY

+4.66%

5Y(CAGR)

IGRO

+8.04%

UNIY

N/A

10Y(CAGR)

IGRO

+8.53%

UNIY

N/A

Max(CAGR)

Winner

IGRO

+8.99%

UNIY

+4.06%

IGRO vs UNIY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IGRO	UNIY
2026	+6.29%	+0.70%
2025	+24.75%	+7.33%
2024	+8.96%	+2.22%
2023	+14.74%	+3.91%
2022	-12.77%	N/A
2021	+9.19%	N/A
2020	+6.63%	N/A
2019	+26.09%	N/A
2018	-13.77%	N/A
2017	+24.28%	N/A
2016	+3.36%	N/A

IGRO vs UNIY Drawdown Comparison

The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.

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

The current IGRO drawdown is -1.55%. The current UNIY drawdown is -0.94%.

Rank	IGRO	UNIY
#1	-36.25% Jan 2, 2020 - Nov 11, 2020	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-26.02% Jun 15, 2021 - Feb 1, 2024	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-19.99% Jan 24, 2018 - Nov 6, 2019	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-11.12% Sep 26, 2024 - Apr 28, 2025	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-10.00% Feb 26, 2026 - Mar 20, 2026	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-9.96% Sep 6, 2016 - Feb 23, 2017	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-9.33% Jun 8, 2016 - Aug 1, 2016	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-5.57% Jul 31, 2024 - Aug 16, 2024	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-5.10% Mar 8, 2024 - May 9, 2024	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-4.54% Jul 23, 2025 - Aug 22, 2025	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-4.34% Aug 1, 2016 - Sep 6, 2016	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-3.72% Jun 6, 2024 - Jul 10, 2024	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-3.64% Feb 16, 2021 - Mar 11, 2021	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-3.41% Jan 8, 2021 - Feb 16, 2021	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-3.35% Nov 12, 2025 - Nov 28, 2025	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between IGRO and UNIY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2016 - 2026)

IGRO vs UNIY dividend yield comparison.

Year	IGRO	UNIY
2026	1.71%	1.92%
2025	2.51%	4.95%
2024	2.44%	4.86%
2023	2.79%	3.99%
2022	2.69%	0.00%
2021	2.27%	0.00%
2020	2.41%	0.00%
2019	2.65%	0.00%
2018	2.97%	0.00%
2017	2.43%	0.00%
2016	1.18%	0.00%