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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

Key Characteristics

Financial metrics and valuation ratios

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
Winner
IYC
0.06
UNIY
-0.33
5Y Beta
IYC
0.97
Winner
UNIY
0.07
P/E Ratio
IYC
25.00
UNIY
N/A
Forward P/E
IYC
23.36
UNIY
N/A
PEG Ratio
IYC
0.26
UNIY
N/A
5Y Dividends CAGR
IYC
5.17%
UNIY
N/A
5Y EPS CAGR
IYC
16.98%
UNIY
N/A
Debt to Equity
IYC
-129.17%
UNIY
N/A
P/S Ratio
IYC
1.91
UNIY
N/A
P/B Ratio
IYC
5.73
UNIY
N/A

IYC vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYC
+2.24%
UNIY
-0.31%
3M
Winner
IYC
+1.03%
UNIY
-0.28%
6M
Winner
IYC
+1.01%
UNIY
-0.44%
1Y
Winner
IYC
+3.65%
UNIY
+2.64%
5Y(CAGR)
IYC
+6.42%
UNIY
N/A
10Y(CAGR)
IYC
+11.64%
UNIY
N/A
Max(CAGR)
Winner
IYC
+8.53%
UNIY
+3.75%

IYC vs UNIY - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYCUNIY
2026+1.46%+0.16%
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+23.36%N/A
2019+26.50%N/A
2018+0.42%N/A
2017+19.48%N/A
2016+7.50%N/A
2015+6.90%N/A
2014+14.72%N/A
2013+37.93%N/A
2012+22.52%N/A
2011+5.73%N/A
2010+22.30%N/A
2009+28.24%N/A
2008-29.20%N/A
2007-8.27%N/A
2006+13.25%N/A
2005-1.79%N/A
2004+11.53%N/A
2003+28.54%N/A
2002-24.28%N/A
2001+2.65%N/A
2000-6.22%N/A

IYC vs UNIY Drawdown Comparison

The maximum drawdown for IYC was -53.10%, occurring on Mar 9, 2009. Recovery took 927 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 -2.79%. The current UNIY drawdown is -1.47%.

RankIYCUNIY
#1-53.10%
Jun 4, 2007 - Feb 4, 2011		-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-41.37%
May 22, 2001 - Oct 4, 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 - Aug 4, 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
#6-20.49%
Sep 27, 2018 - Apr 12, 2019		-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-18.96%
Jul 14, 2000 - May 21, 2001		-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-17.91%
Jul 7, 2011 - Jan 19, 2012		-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-14.99%
Aug 4, 2015 - Jul 12, 2016		-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-11.97%
Jan 13, 2026 - Mar 27, 2026		-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-10.26%
Jan 29, 2018 - Jun 14, 2018		-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-8.25%
Sep 16, 2025 - Jan 8, 2026		-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-7.72%
Sep 5, 2014 - Nov 6, 2014		-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-7.62%
Jul 15, 2019 - Nov 27, 2019		-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-7.40%
Oct 13, 2020 - Nov 9, 2020		-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.

YearIYCUNIY
20260.26%2.73%
20250.51%4.95%
20240.47%4.86%
20230.68%3.99%
20220.68%0.00%
20210.39%0.00%
20200.65%0.00%
20190.89%0.00%
20180.90%0.00%
20170.92%0.00%
20161.10%0.00%
20151.03%0.00%
20140.79%0.00%
20130.79%0.00%
20121.52%0.00%
20111.10%0.00%
20100.99%0.00%
20091.06%0.00%
20081.61%0.00%
20070.70%0.00%
20060.60%0.00%
20050.25%0.00%
20040.23%0.00%
20030.21%0.00%
20020.08%0.00%
20010.12%0.00%
20000.47%0.00%

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