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RWO vs UNIY

Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) GLOBAL REAL ESTATE ETF (RWO, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

RWO vs UNIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RWO
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
RWO
0.50%
Winner
UNIY
0.15%
Max Drawdown
RWO
68.76%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
RWO
0.87
UNIY
0.35
5Y Beta
RWO
0.50
Winner
UNIY
0.06
P/E Ratio
RWO
38.03
UNIY
N/A
Forward P/E
RWO
40.15
UNIY
N/A
5Y Dividends CAGR
RWO
3.72%
UNIY
N/A
5Y EPS CAGR
RWO
10.56%
UNIY
N/A
Debt to Equity
RWO
89.82%
UNIY
N/A
P/S Ratio
RWO
7.73
UNIY
N/A
P/B Ratio
RWO
2.49
UNIY
N/A

RWO vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RWO
+1.18%
UNIY
+1.15%
3M
Winner
RWO
+10.15%
UNIY
+1.72%
6M
Winner
RWO
+11.01%
UNIY
+0.95%
1Y
Winner
RWO
+15.01%
UNIY
+4.80%
5Y(CAGR)
RWO
+2.62%
UNIY
N/A
10Y(CAGR)
RWO
+3.93%
UNIY
N/A
Max(CAGR)
RWO
+3.95%
Winner
UNIY
+4.19%

RWO vs UNIY - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearRWOUNIY
2026+11.25%+1.13%
2025+9.72%+7.33%
2024+1.46%+2.22%
2023+10.75%+3.91%
2022-24.87%N/A
2021+34.51%N/A
2020-9.82%N/A
2019+23.21%N/A
2018-5.86%N/A
2017+7.63%N/A
2016+5.19%N/A
2015+0.37%N/A
2014+19.49%N/A
2013+1.06%N/A
2012+24.06%N/A
2011-4.48%N/A
2010+23.12%N/A
2009+31.21%N/A
2008-46.74%N/A

RWO vs UNIY Drawdown Comparison

The maximum drawdown for RWO was -67.74%, occurring on Mar 9, 2009. Recovery took 1041 trading sessions.

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

The current RWO drawdown is -0.37%. The current UNIY drawdown is -0.51%.

RankRWOUNIY
#1-67.74%
May 30, 2008 - Jul 17, 2012
-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-43.26%
Feb 14, 2020 - Jun 1, 2021
-4.39%
Sep 16, 2024 - Jun 24, 2025
#3-32.84%
Jan 4, 2022 - Feb 13, 2026
-3.31%
Feb 1, 2024 - Jun 14, 2024
#4-15.56%
Jan 26, 2015 - May 6, 2016
-2.69%
Feb 8, 2023 - Mar 22, 2023
#5-15.31%
May 21, 2013 - May 16, 2014
-2.53%
Feb 27, 2026 - Mar 27, 2026
#6-13.57%
Jul 29, 2016 - Jul 6, 2018
-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-11.29%
Aug 28, 2018 - Jan 30, 2019
-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-9.52%
Feb 26, 2026 - Apr 17, 2026
-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-7.75%
Sep 5, 2014 - Oct 31, 2014
-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-6.94%
Sep 2, 2021 - Oct 28, 2021
-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-5.72%
Sep 14, 2012 - Dec 18, 2012
-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-5.11%
Nov 24, 2021 - Dec 8, 2021
-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-5.02%
May 10, 2016 - Jun 23, 2016
-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-4.61%
Oct 23, 2019 - Jan 21, 2020
-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-4.53%
Jul 10, 2019 - Sep 4, 2019
-0.51%
Aug 23, 2024 - Sep 4, 2024

Correlation

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

0.96
-101

Dividend Comparison (2008 - 2026)

RWO vs UNIY dividend yield comparison.

YearRWOUNIY
20261.44%1.91%
20253.62%4.95%
20243.68%4.86%
20233.53%3.99%
20223.69%0.00%
20212.79%0.00%
20203.25%0.00%
20193.97%0.00%
20183.90%0.00%
20173.26%0.00%
20163.77%0.00%
20152.97%0.00%
20143.08%0.00%
20133.77%0.00%
20123.97%0.00%
20113.10%0.00%
20107.08%0.00%
20094.31%0.00%
20084.21%0.00%

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