RWK vs UNIY

Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

RWK vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWK(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.39%	0.15%
Max Drawdown	56.86%	8.35%
Sharpe Ratio	1.31	0.32
5Y Beta	0.96	0.06
P/E Ratio	25.92	N/A
Forward P/E	13.34	N/A
5Y Dividends CAGR	19.47%	N/A
5Y EPS CAGR	11.63%	N/A
Debt to Equity	15.97%	N/A
P/S Ratio	0.50	N/A
P/B Ratio	2.25	N/A

Net Assets

RWK

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

RWK

0.39%

Winner

UNIY

0.15%

Max Drawdown

RWK

56.86%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

RWK

1.31

UNIY

0.32

5Y Beta

RWK

0.96

Winner

UNIY

0.06

P/E Ratio

RWK

25.92

UNIY

N/A

Forward P/E

RWK

13.34

UNIY

N/A

5Y Dividends CAGR

RWK

19.47%

UNIY

N/A

5Y EPS CAGR

RWK

11.63%

UNIY

N/A

Debt to Equity

RWK

15.97%

UNIY

N/A

P/S Ratio

RWK

0.50

UNIY

N/A

P/B Ratio

RWK

2.25

UNIY

N/A

RWK vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	RWK	UNIY
1 month	+3.57%	+0.72%
3 months	+14.03%	+1.03%
6 months	+12.01%	+0.75%
1 year	+26.41%	+4.66%
5 years(CAGR)	+11.61%	N/A
10 years(CAGR)	+12.67%	N/A
Max(CAGR)	+11.42%	+4.06%

Winner

RWK

+3.57%

UNIY

+0.72%

Winner

RWK

+14.03%

UNIY

+1.03%

Winner

RWK

+12.01%

UNIY

+0.75%

Winner

RWK

+26.41%

UNIY

+4.66%

5Y(CAGR)

RWK

+11.61%

UNIY

N/A

10Y(CAGR)

RWK

+12.67%

UNIY

N/A

Max(CAGR)

Winner

RWK

+11.42%

UNIY

+4.06%

RWK vs UNIY - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWK	UNIY
2026	+12.41%	+0.70%
2025	+10.81%	+7.33%
2024	+12.34%	+2.22%
2023	+24.64%	+3.91%
2022	-8.33%	N/A
2021	+37.09%	N/A
2020	+10.96%	N/A
2019	+27.67%	N/A
2018	-15.60%	N/A
2017	+12.47%	N/A
2016	+22.86%	N/A
2015	-5.22%	N/A
2014	+10.62%	N/A
2013	+37.24%	N/A
2012	+14.53%	N/A
2011	-2.71%	N/A
2010	+21.37%	N/A
2009	+47.01%	N/A
2008	-34.62%	N/A

RWK vs UNIY Drawdown Comparison

The maximum drawdown for RWK was -56.26%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.

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

The current RWK drawdown is -1.79%. The current UNIY drawdown is -0.94%.

Rank	RWK	UNIY
#1	-56.26% Jun 5, 2008 - Mar 23, 2010	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-46.19% Jan 16, 2020 - Nov 16, 2020	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-28.25% Apr 28, 2011 - Feb 23, 2012	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-25.24% Aug 29, 2018 - Dec 12, 2019	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-24.59% Nov 25, 2024 - Aug 27, 2025	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-22.05% Nov 16, 2021 - Jan 31, 2023	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-22.00% Jun 23, 2015 - Aug 15, 2016	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-20.17% Apr 23, 2010 - Dec 2, 2010	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-13.54% Mar 15, 2012 - Dec 18, 2012	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-13.24% Feb 2, 2023 - Jul 11, 2023	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-13.10% Aug 1, 2023 - Dec 13, 2023	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-12.51% Sep 2, 2014 - Nov 24, 2014	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-11.14% Feb 6, 2026 - Apr 17, 2026	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-10.83% Feb 26, 2008 - Apr 30, 2008	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-10.68% Jan 22, 2018 - Aug 6, 2018	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between RWK and UNIY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2008 - 2026)

RWK vs UNIY dividend yield comparison.

Year	RWK	UNIY
2026	0.52%	1.92%
2025	1.25%	4.95%
2024	1.11%	4.86%
2023	1.05%	3.99%
2022	1.18%	0.00%
2021	0.85%	0.00%
2020	0.96%	0.00%
2019	1.09%	0.00%
2018	1.22%	0.00%
2017	0.99%	0.00%
2016	1.30%	0.00%
2015	0.92%	0.00%
2014	1.04%	0.00%
2013	1.29%	0.00%
2012	1.32%	0.00%
2011	3.10%	0.00%
2010	0.57%	0.00%
2009	0.63%	0.00%
2008	1.80%	0.00%