QEFA vs UNIY

Comparison between STATE STREET(R) SPDR(R) MSCI EAFE STRATEGICFACTORS(SM) ETF (QEFA, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

QEFA vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QEFA(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.30%	0.15%
Max Drawdown	32.73%	8.35%
Sharpe Ratio	1.03	0.32
5Y Beta	0.59	0.06
5Y Dividends CAGR	14.52%	N/A

Net Assets

QEFA

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

QEFA

0.30%

Winner

UNIY

0.15%

Max Drawdown

QEFA

32.73%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

QEFA

1.03

UNIY

0.32

5Y Beta

QEFA

0.59

Winner

UNIY

0.06

5Y Dividends CAGR

QEFA

14.52%

UNIY

N/A

QEFA vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	QEFA	UNIY
1 month	-1.28%	+1.15%
3 months	+5.33%	+1.72%
6 months	+5.93%	+0.95%
1 year	+16.43%	+4.80%
5 years(CAGR)	+7.65%	N/A
10 years(CAGR)	+9.06%	N/A
Max(CAGR)	+6.71%	+4.19%

QEFA

-1.28%

Winner

UNIY

+1.15%

Winner

QEFA

+5.33%

UNIY

+1.72%

Winner

QEFA

+5.93%

UNIY

+0.95%

Winner

QEFA

+16.43%

UNIY

+4.80%

5Y(CAGR)

QEFA

+7.65%

UNIY

N/A

10Y(CAGR)

QEFA

+9.06%

UNIY

N/A

Max(CAGR)

Winner

QEFA

+6.71%

UNIY

+4.19%

QEFA vs UNIY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	QEFA	UNIY
2026	+5.51%	+1.13%
2025	+29.40%	+7.33%
2024	+3.26%	+2.22%
2023	+16.57%	+3.91%
2022	-14.44%	N/A
2021	+11.86%	N/A
2020	+6.05%	N/A
2019	+22.29%	N/A
2018	-10.84%	N/A
2017	+23.46%	N/A
2016	+2.62%	N/A
2015	+3.30%	N/A
2014	-6.88%	N/A

QEFA vs UNIY Drawdown Comparison

The maximum drawdown for QEFA was -31.71%, occurring on Mar 16, 2020. Recovery took 210 trading sessions.

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

The current QEFA drawdown is -3.34%. The current UNIY drawdown is -0.51%.

Rank	QEFA	UNIY
#1	-31.71% Jan 17, 2020 - Nov 16, 2020	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-28.06% Sep 3, 2021 - Feb 22, 2024	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-18.63% May 15, 2015 - Apr 24, 2017	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-18.15% Jan 26, 2018 - Nov 1, 2019	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-12.76% Jul 2, 2014 - Apr 15, 2015	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-12.23% Mar 19, 2025 - Apr 28, 2025	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-10.40% Sep 26, 2024 - Mar 5, 2025	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-9.58% Feb 27, 2026 - Mar 20, 2026	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-5.69% Jul 12, 2024 - Aug 19, 2024	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-4.65% Jul 23, 2025 - Aug 19, 2025	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-4.56% Mar 27, 2024 - May 9, 2024	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-4.40% Nov 12, 2025 - Dec 10, 2025	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-4.11% Feb 16, 2021 - Apr 5, 2021	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-3.92% Jan 8, 2021 - Feb 12, 2021	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-3.80% Jun 15, 2021 - Aug 3, 2021	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

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

0.96

-101

Dividend Comparison (2014 - 2026)

QEFA vs UNIY dividend yield comparison.

Year	QEFA	UNIY
2026	1.58%	1.91%
2025	3.13%	4.95%
2024	3.17%	4.86%
2023	2.79%	3.99%
2022	3.02%	0.00%
2021	2.37%	0.00%
2020	1.82%	0.00%
2019	2.95%	0.00%
2018	3.22%	0.00%
2017	2.33%	0.00%
2016	2.01%	0.00%
2015	2.94%	0.00%
2014	1.14%	0.00%