QLTA vs UNIY

Comparison between ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

QLTA vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QLTA(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.15%	0.15%
Max Drawdown	26.32%	8.35%
Sharpe Ratio	-0.48	-0.33
5Y Beta	0.11	0.07
5Y Dividends CAGR	10.99%	N/A

Net Assets

QLTA

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

QLTA

0.15%

UNIY

0.15%

Max Drawdown

QLTA

26.32%

Winner

UNIY

8.35%

Sharpe Ratio

QLTA

-0.48

Winner

UNIY

-0.33

5Y Beta

QLTA

0.11

Winner

UNIY

0.07

5Y Dividends CAGR

QLTA

10.99%

UNIY

N/A

QLTA vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	QLTA	UNIY
1 month	-0.56%	-0.31%
3 months	-0.64%	-0.28%
6 months	-0.99%	-0.44%
1 year	+1.78%	+2.64%
5 years(CAGR)	-0.41%	N/A
10 years(CAGR)	+1.74%	N/A
Max(CAGR)	+2.44%	+3.75%

QLTA

-0.56%

Winner

UNIY

-0.31%

QLTA

-0.64%

Winner

UNIY

-0.28%

QLTA

-0.99%

Winner

UNIY

-0.44%

QLTA

+1.78%

Winner

UNIY

+2.64%

5Y(CAGR)

QLTA

-0.41%

UNIY

N/A

10Y(CAGR)

QLTA

+1.74%

UNIY

N/A

Max(CAGR)

QLTA

+2.44%

Winner

UNIY

+3.75%

QLTA vs UNIY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	QLTA	UNIY
2026	-0.40%	+0.16%
2025	+7.38%	+7.33%
2024	+1.84%	+2.22%
2023	+6.96%	+3.91%
2022	-14.44%	N/A
2021	-1.97%	N/A
2020	+9.46%	N/A
2019	+12.41%	N/A
2018	-1.81%	N/A
2017	+5.55%	N/A
2016	+4.23%	N/A
2015	+0.13%	N/A
2014	+6.39%	N/A
2013	-2.60%	N/A
2012	+6.22%	N/A

QLTA vs UNIY Drawdown Comparison

The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

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

The current QLTA drawdown is -4.19%. The current UNIY drawdown is -1.47%.

Rank	QLTA	UNIY
#1	-22.28% Aug 6, 2020 - Oct 20, 2022	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-15.24% Mar 6, 2020 - May 29, 2020	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-7.06% May 2, 2013 - May 27, 2014	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-5.63% Jul 8, 2016 - Aug 23, 2017	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-4.40% Jan 30, 2015 - Mar 15, 2016	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-4.28% Dec 29, 2017 - Jan 31, 2019	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-2.71% Sep 4, 2019 - Dec 27, 2019	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-2.24% Jul 25, 2012 - Sep 24, 2012	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-2.20% Dec 6, 2012 - Apr 8, 2013	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-1.78% Feb 28, 2012 - May 1, 2012	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-1.70% Aug 27, 2014 - Oct 7, 2014	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-1.53% Oct 17, 2014 - Jan 2, 2015	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-1.43% May 5, 2016 - Jun 3, 2016	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-1.21% Jul 3, 2019 - Aug 1, 2019	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-1.06% Sep 7, 2017 - Dec 13, 2017	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between QLTA and UNIY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (2012 - 2026)

QLTA vs UNIY dividend yield comparison.

Year	QLTA	UNIY
2026	2.72%	2.73%
2025	4.33%	4.95%
2024	4.11%	4.86%
2023	3.39%	3.99%
2022	2.79%	0.00%
2021	1.96%	0.00%
2020	2.31%	0.00%
2019	2.99%	0.00%
2018	3.09%	0.00%
2017	2.67%	0.00%
2016	2.59%	0.00%
2015	2.99%	0.00%
2014	2.32%	0.00%
2013	2.14%	0.00%
2012	1.94%	0.00%