MFSI vs UNIY
Comparison between MFS ACTIVE INTERNATIONAL ETF (MFSI, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
MFSI vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSI
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
MFSI
0.59%
Winner
UNIY
0.15%
Max Drawdown
MFSI
13.67%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
MFSI
1.09
UNIY
-0.33
5Y Beta
MFSI
0.73
Winner
UNIY
0.07
MFSI vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSI
+3.58%
UNIY
-0.31%
3M
Winner
MFSI
+6.95%
UNIY
-0.28%
6M
Winner
MFSI
+6.95%
UNIY
-0.44%
1Y
Winner
MFSI
+20.13%
UNIY
+2.64%
Max(CAGR)
Winner
MFSI
+19.56%
UNIY
+3.75%
MFSI vs UNIY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MFSI | UNIY |
|---|---|---|
| 2026 | +9.72% | +0.16% |
| 2025 | +26.86% | +7.33% |
| 2024 | -4.21% | +2.22% |
| 2023 | N/A | +3.91% |
MFSI vs UNIY Drawdown Comparison
The maximum drawdown for MFSI was -13.67%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current UNIY drawdown is -1.47%.
| Rank | MFSI | UNIY |
|---|---|---|
| #1 | -13.67% Mar 19, 2025 - May 2, 2025 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -11.17% Feb 26, 2026 - May 29, 2026 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -5.62% Dec 9, 2024 - Jan 24, 2025 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -5.03% Jul 23, 2025 - Sep 11, 2025 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -4.96% Nov 12, 2025 - Dec 11, 2025 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -4.29% Jun 2, 2026 - Jul 6, 2026 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -3.62% Oct 6, 2025 - Nov 11, 2025 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -2.76% Jun 12, 2025 - Jun 27, 2025 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -2.42% Mar 7, 2025 - Mar 17, 2025 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -2.39% Jul 6, 2026 - Jul 30, 2026 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -2.31% Jan 12, 2026 - Jan 27, 2026 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -2.04% Jan 30, 2025 - Feb 12, 2025 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -1.96% Jan 27, 2026 - Feb 6, 2026 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -1.91% Feb 18, 2025 - Mar 5, 2025 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -1.50% Jul 9, 2025 - Jul 22, 2025 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between MFSI and UNIY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
MFSI vs UNIY dividend yield comparison.
| Year | MFSI | UNIY |
|---|---|---|
| 2026 | 0.04% | 2.73% |
| 2025 | 0.81% | 4.95% |
| 2024 | 0.00% | 4.86% |
| 2023 | 0.00% | 3.99% |
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