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SDIV vs UNIY

Comparison between GLOBAL X SUPERDIVIDEND ETF (SDIV, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

SDIV vs UNIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDIV
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
SDIV
0.58%
Winner
UNIY
0.15%
Max Drawdown
SDIV
76.97%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
SDIV
1.24
UNIY
0.32
5Y Beta
SDIV
0.59
Winner
UNIY
0.06
5Y Dividends CAGR
SDIV
-4.62%
UNIY
N/A

SDIV vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
SDIV
-2.83%
Winner
UNIY
+0.72%
3M
SDIV
+0.70%
Winner
UNIY
+1.03%
6M
Winner
SDIV
+5.07%
UNIY
+0.75%
1Y
Winner
SDIV
+20.32%
UNIY
+4.66%
5Y(CAGR)
SDIV
-2.69%
UNIY
N/A
10Y(CAGR)
SDIV
-3.93%
UNIY
N/A
Max(CAGR)
SDIV
-2.95%
Winner
UNIY
+4.06%

SDIV vs UNIY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSDIVUNIY
2026+3.98%+0.70%
2025+28.47%+7.33%
2024+2.11%+2.22%
2023+5.86%+3.91%
2022-32.12%N/A
2021-1.93%N/A
2020-25.64%N/A
2019+5.45%N/A
2018-20.03%N/A
2017+5.81%N/A
2016+9.45%N/A
2015-12.71%N/A
2014+1.74%N/A
2013+6.85%N/A
2012+8.24%N/A
2011-16.66%N/A

SDIV vs UNIY Drawdown Comparison

The maximum drawdown for SDIV was -64.77%, occurring on May 25, 2023. 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 SDIV drawdown is -43.77%. The current UNIY drawdown is -0.94%.

RankSDIVUNIY
#1-64.77%
Aug 29, 2014 - May 25, 2023
-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-26.36%
Jul 1, 2011 - Apr 29, 2013
-4.39%
Sep 16, 2024 - Jun 24, 2025
#3-14.74%
May 8, 2013 - Oct 22, 2013
-3.31%
Feb 1, 2024 - Jun 14, 2024
#4-7.68%
Oct 25, 2013 - Feb 27, 2014
-2.69%
Feb 8, 2023 - Mar 22, 2023
#5-4.06%
Jul 23, 2014 - Aug 27, 2014
-2.53%
Feb 27, 2026 - Mar 27, 2026
#6-2.89%
Jun 9, 2011 - Jun 30, 2011
-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-2.30%
Mar 6, 2014 - Mar 28, 2014
-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-1.76%
Jul 1, 2014 - Jul 23, 2014
-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-1.61%
Apr 9, 2014 - Apr 17, 2014
-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-1.38%
Apr 30, 2013 - May 8, 2013
-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-1.20%
Feb 28, 2014 - Mar 4, 2014
-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-1.11%
May 12, 2014 - May 23, 2014
-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-0.88%
Jun 20, 2014 - Jun 27, 2014
-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-0.73%
Apr 2, 2014 - Apr 9, 2014
-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-0.70%
Oct 22, 2013 - Oct 24, 2013
-0.51%
Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between SDIV and UNIY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2011 - 2026)

SDIV vs UNIY dividend yield comparison.

YearSDIVUNIY
20263.86%1.92%
20259.59%4.95%
202411.33%4.86%
202311.73%3.99%
20225.43%0.00%
20212.98%0.00%
20202.65%0.00%
20192.91%0.00%
20183.07%0.00%
20172.22%0.00%
20162.32%0.00%
20152.44%0.00%
20142.15%0.00%
20132.30%0.00%
20122.52%0.00%
20111.59%0.00%

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