LGLV vs UNIY

Comparison between STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

LGLV vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGLV(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.12%	0.15%
Max Drawdown	36.99%	8.35%
Sharpe Ratio	0.62	-0.41
5Y Beta	0.41	0.07
P/E Ratio	24.84	N/A
Forward P/E	21.12	N/A
PEG Ratio	0.59	N/A
5Y Dividends CAGR	10.65%	N/A
5Y EPS CAGR	10.00%	N/A
Debt to Equity	52.35%	N/A
P/S Ratio	2.90	N/A
P/B Ratio	3.29	N/A

Net Assets

LGLV

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

Winner

LGLV

0.12%

UNIY

0.15%

Max Drawdown

LGLV

36.99%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

LGLV

0.62

UNIY

-0.41

5Y Beta

LGLV

0.41

Winner

UNIY

0.07

P/E Ratio

LGLV

24.84

UNIY

N/A

Forward P/E

LGLV

21.12

UNIY

N/A

PEG Ratio

LGLV

0.59

UNIY

N/A

5Y Dividends CAGR

LGLV

10.65%

UNIY

N/A

5Y EPS CAGR

LGLV

10.00%

UNIY

N/A

Debt to Equity

LGLV

52.35%

UNIY

N/A

P/S Ratio

LGLV

2.90

UNIY

N/A

P/B Ratio

LGLV

3.29

UNIY

N/A

LGLV vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	LGLV	UNIY
1 month	+2.55%	-0.54%
3 months	+6.80%	-0.63%
6 months	+2.59%	-1.10%
1 year	+10.22%	+2.32%
5 years(CAGR)	+8.45%	N/A
10 years(CAGR)	+11.28%	N/A
Max(CAGR)	+12.01%	+3.64%

Winner

LGLV

+2.55%

UNIY

-0.54%

Winner

LGLV

+6.80%

UNIY

-0.63%

Winner

LGLV

+2.59%

UNIY

-1.10%

Winner

LGLV

+10.22%

UNIY

+2.32%

5Y(CAGR)

LGLV

+8.45%

UNIY

N/A

10Y(CAGR)

LGLV

+11.28%

UNIY

N/A

Max(CAGR)

Winner

LGLV

+12.01%

UNIY

+3.64%

LGLV vs UNIY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	LGLV	UNIY
2026	+8.42%	-0.19%
2025	+8.79%	+7.33%
2024	+15.88%	+2.22%
2023	+9.02%	+3.91%
2022	-7.09%	N/A
2021	+30.70%	N/A
2020	+7.07%	N/A
2019	+31.91%	N/A
2018	+0.78%	N/A
2017	+17.66%	N/A
2016	+13.77%	N/A
2015	+3.00%	N/A
2014	+18.26%	N/A
2013	+18.38%	N/A

LGLV vs UNIY Drawdown Comparison

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

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

The current LGLV drawdown is -1.26%. The current UNIY drawdown is -1.81%.

Rank	LGLV	UNIY
#1	-36.62% Feb 14, 2020 - Dec 17, 2020	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-17.49% Dec 29, 2021 - Dec 28, 2023	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-13.61% Sep 21, 2018 - Feb 19, 2019	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-10.18% Nov 27, 2024 - May 19, 2025	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-10.04% Nov 19, 2015 - Mar 16, 2016	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-9.04% Aug 17, 2015 - Oct 28, 2015	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-7.99% Jan 26, 2018 - Jul 18, 2018	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-7.52% Sep 2, 2016 - Dec 13, 2016	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-6.86% Mar 2, 2026 - Jul 24, 2026	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-6.10% Sep 2, 2021 - Oct 21, 2021	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-5.91% May 21, 2013 - Jul 15, 2013	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-5.56% Aug 2, 2013 - Oct 18, 2013	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-5.18% Mar 28, 2024 - Jun 24, 2024	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-5.14% Sep 19, 2014 - Oct 28, 2014	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-4.50% Jul 26, 2019 - Sep 4, 2019	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between LGLV and UNIY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

LGLV vs UNIY dividend yield comparison.

Year	LGLV	UNIY
2026	1.02%	2.74%
2025	1.94%	4.95%
2024	1.93%	4.86%
2023	2.03%	3.99%
2022	1.95%	0.00%
2021	1.65%	0.00%
2020	1.98%	0.00%
2019	1.89%	0.00%
2018	2.09%	0.00%
2017	4.39%	0.00%
2016	2.54%	0.00%
2015	2.97%	0.00%
2014	7.14%	0.00%
2013	2.99%	0.00%