IYC vs UNIY

Comparison between ISHARES U.S. CONSUMER DISCRETIONARY ETF (IYC, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

IYC vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYC(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.38%	0.15%
Max Drawdown	54.01%	8.35%
Sharpe Ratio	0.10	0.32
5Y Beta	0.99	0.06
P/E Ratio	28.33	N/A
Forward P/E	22.72	N/A
PEG Ratio	0.55	N/A
5Y Dividends CAGR	5.17%	N/A
5Y EPS CAGR	15.01%	N/A
Debt to Equity	-143.29%	N/A
P/S Ratio	1.90	N/A
P/B Ratio	6.00	N/A

Net Assets

IYC

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

IYC

0.38%

Winner

UNIY

0.15%

Max Drawdown

IYC

54.01%

Winner

UNIY

8.35%

Sharpe Ratio

IYC

0.10

Winner

UNIY

0.32

5Y Beta

IYC

0.99

Winner

UNIY

0.06

P/E Ratio

IYC

28.33

UNIY

N/A

Forward P/E

IYC

22.72

UNIY

N/A

PEG Ratio

IYC

0.55

UNIY

N/A

5Y Dividends CAGR

IYC

5.17%

UNIY

N/A

5Y EPS CAGR

IYC

15.01%

UNIY

N/A

Debt to Equity

IYC

-143.29%

UNIY

N/A

P/S Ratio

IYC

1.90

UNIY

N/A

P/B Ratio

IYC

6.00

UNIY

N/A

IYC vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	IYC	UNIY
1 month	-2.65%	+0.72%
3 months	+2.18%	+1.03%
6 months	-4.50%	+0.75%
1 year	+2.56%	+4.66%
5 years(CAGR)	+5.86%	N/A
10 years(CAGR)	+12.79%	N/A
Max(CAGR)	+10.43%	+4.06%

IYC

-2.65%

Winner

UNIY

+0.72%

Winner

IYC

+2.18%

UNIY

+1.03%

IYC

-4.50%

Winner

UNIY

+0.75%

IYC

+2.56%

Winner

UNIY

+4.66%

5Y(CAGR)

IYC

+5.86%

UNIY

N/A

10Y(CAGR)

IYC

+12.79%

UNIY

N/A

Max(CAGR)

Winner

IYC

+10.43%

UNIY

+4.06%

IYC vs UNIY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYC	UNIY
2026	-3.01%	+0.70%
2025	+8.59%	+7.33%
2024	+28.89%	+2.22%
2023	+34.49%	+3.91%
2022	-32.81%	N/A
2021	+21.63%	N/A
2020	+25.66%	N/A
2019	+30.11%	N/A
2018	+2.97%	N/A
2017	+23.08%	N/A
2016	+11.17%	N/A
2015	+10.26%	N/A
2014	+17.69%	N/A
2013	+41.61%	N/A
2012	+28.26%	N/A
2011	+9.35%	N/A
2010	+26.29%	N/A
2009	+33.05%	N/A
2008	-26.33%	N/A
2007	-6.48%	N/A
2006	+15.37%	N/A
2005	-1.03%	N/A
2004	+12.35%	N/A
2003	+29.45%	N/A
2002	-24.11%	N/A
2001	+3.03%	N/A
2000	-4.79%	N/A

IYC vs UNIY Drawdown Comparison

The maximum drawdown for IYC was -50.74%, occurring on Nov 20, 2008. Recovery took 721 trading sessions.

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

The current IYC drawdown is -7.07%. The current UNIY drawdown is -0.94%.

Rank	IYC	UNIY
#1	-50.74% Jun 4, 2007 - Apr 14, 2010	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-40.98% May 22, 2001 - Mar 29, 2006	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-35.89% Nov 5, 2021 - Sep 17, 2024	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-33.31% Feb 19, 2020 - Jul 22, 2020	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-21.62% Feb 6, 2025 - Jul 14, 2025	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-19.99% Sep 27, 2018 - Apr 5, 2019	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-18.89% Jul 14, 2000 - May 17, 2001	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-17.91% Jul 7, 2011 - Jan 18, 2012	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-17.36% Apr 26, 2010 - Oct 25, 2010	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-13.83% Nov 3, 2015 - Apr 1, 2016	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-11.97% Jan 13, 2026 - Mar 27, 2026	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-11.69% Aug 4, 2015 - Nov 3, 2015	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-9.68% Jan 29, 2018 - Jun 12, 2018	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-8.95% May 10, 2006 - Sep 26, 2006	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-8.25% Sep 16, 2025 - Jan 8, 2026	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

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

0.94

-101

Dividend Comparison (2000 - 2026)

IYC vs UNIY dividend yield comparison.

Year	IYC	UNIY
2026	0.27%	1.92%
2025	0.51%	4.95%
2024	0.47%	4.86%
2023	0.68%	3.99%
2022	0.68%	0.00%
2021	0.39%	0.00%
2020	2.01%	0.00%
2019	3.58%	0.00%
2018	3.59%	0.00%
2017	3.69%	0.00%
2016	4.39%	0.00%
2015	4.12%	0.00%
2014	3.14%	0.00%
2013	3.15%	0.00%
2012	6.09%	0.00%
2011	4.39%	0.00%
2010	3.96%	0.00%
2009	4.24%	0.00%
2008	6.43%	0.00%
2007	2.78%	0.00%
2006	2.40%	0.00%
2005	1.02%	0.00%
2004	0.93%	0.00%
2003	0.83%	0.00%
2002	0.34%	0.00%
2001	0.48%	0.00%
2000	1.90%	0.00%