IQDF vs UNIY

Comparison between FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND (IQDF, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

IQDF vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQDF(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.47%	0.15%
Max Drawdown	47.43%	8.35%
Sharpe Ratio	1.79	0.32
5Y Beta	0.71	0.06
5Y Dividends CAGR	6.84%	N/A

Net Assets

IQDF

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

IQDF

0.47%

Winner

UNIY

0.15%

Max Drawdown

IQDF

47.43%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

IQDF

1.79

UNIY

0.32

5Y Beta

IQDF

0.71

Winner

UNIY

0.06

5Y Dividends CAGR

IQDF

6.84%

UNIY

N/A

IQDF vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	IQDF	UNIY
1 month	+0.77%	+0.72%
3 months	+10.66%	+1.03%
6 months	+14.22%	+0.75%
1 year	+34.45%	+4.66%
5 years(CAGR)	+10.76%	N/A
10 years(CAGR)	+9.32%	N/A
Max(CAGR)	+7.11%	+4.06%

Winner

IQDF

+0.77%

UNIY

+0.72%

Winner

IQDF

+10.66%

UNIY

+1.03%

Winner

IQDF

+14.22%

UNIY

+0.75%

Winner

IQDF

+34.45%

UNIY

+4.66%

5Y(CAGR)

IQDF

+10.76%

UNIY

N/A

10Y(CAGR)

IQDF

+9.32%

UNIY

N/A

Max(CAGR)

Winner

IQDF

+7.11%

UNIY

+4.06%

IQDF vs UNIY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	IQDF	UNIY
2026	+12.60%	+0.70%
2025	+36.09%	+7.33%
2024	+7.59%	+2.22%
2023	+19.03%	+3.91%
2022	-15.23%	N/A
2021	+9.87%	N/A
2020	+2.54%	N/A
2019	+21.02%	N/A
2018	-18.09%	N/A
2017	+23.26%	N/A
2016	+10.55%	N/A
2015	-9.46%	N/A
2014	-3.55%	N/A
2013	+11.37%	N/A

IQDF vs UNIY Drawdown Comparison

The maximum drawdown for IQDF was -39.80%, occurring on Mar 23, 2020. Recovery took 743 trading sessions.

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

The current IQDF drawdown is -2.67%. The current UNIY drawdown is -0.94%.

Rank	IQDF	UNIY
#1	-39.80% Jan 26, 2018 - Jan 8, 2021	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-30.29% Jun 14, 2021 - Feb 22, 2024	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-30.27% Jul 24, 2014 - Jul 20, 2017	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-13.92% Mar 17, 2025 - May 2, 2025	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-11.45% May 21, 2013 - Sep 11, 2013	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-10.02% Feb 25, 2026 - May 6, 2026	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-9.89% Sep 26, 2024 - Mar 17, 2025	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-7.79% Oct 22, 2013 - Mar 6, 2014	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-7.36% Jul 12, 2024 - Aug 23, 2024	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-4.82% Jan 20, 2021 - Feb 11, 2021	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-4.41% Jun 2, 2026 - Jun 15, 2026	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-4.24% Jul 23, 2025 - Aug 12, 2025	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-4.15% Nov 12, 2025 - Dec 10, 2025	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-3.93% Aug 30, 2024 - Sep 24, 2024	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-3.77% Mar 7, 2024 - May 3, 2024	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between IQDF and UNIY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

IQDF vs UNIY dividend yield comparison.

Year	IQDF	UNIY
2026	1.70%	1.92%
2025	3.27%	4.95%
2024	6.72%	4.86%
2023	6.06%	3.99%
2022	5.59%	0.00%
2021	4.13%	0.00%
2020	3.31%	0.00%
2019	4.46%	0.00%
2018	5.78%	0.00%
2017	3.89%	0.00%
2016	3.75%	0.00%
2015	4.27%	0.00%
2014	4.35%	0.00%
2013	1.59%	0.00%