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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
1.00
UNIY
-0.40
5Y Beta
SDIV
0.57
Winner
UNIY
0.07
5Y Dividends CAGR
SDIV
-5.21%
UNIY
N/A

SDIV vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SDIV
+1.14%
UNIY
-1.00%
3M
SDIV
-3.74%
Winner
UNIY
-0.78%
6M
SDIV
-1.38%
Winner
UNIY
-0.68%
1Y
Winner
SDIV
+16.43%
UNIY
+2.33%
5Y(CAGR)
SDIV
+1.26%
UNIY
N/A
10Y(CAGR)
SDIV
-0.37%
UNIY
N/A
Max(CAGR)
SDIV
+1.19%
Winner
UNIY
+3.69%

SDIV vs UNIY - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearSDIVUNIY
2026+6.82%-0.08%
2025+28.47%+7.33%
2024+2.11%+2.22%
2023+5.86%+3.91%
2022-26.97%N/A
2021+3.60%N/A
2020-21.28%N/A
2019+11.85%N/A
2018-15.74%N/A
2017+10.64%N/A
2016+14.76%N/A
2015-8.75%N/A
2014+5.95%N/A
2013+12.01%N/A
2012+13.94%N/A
2011-14.02%N/A

SDIV vs UNIY Drawdown Comparison

The maximum drawdown for SDIV was -56.92%, occurring on Mar 23, 2020. 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 -16.48%. The current UNIY drawdown is -1.70%.

RankSDIVUNIY
#1-56.92%
Jan 26, 2018 - Mar 23, 2020
-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-27.21%
Aug 29, 2014 - Jun 13, 2017
-4.39%
Sep 16, 2024 - Jun 24, 2025
#3-25.26%
Jul 1, 2011 - Jan 2, 2013
-3.31%
Feb 1, 2024 - Jun 14, 2024
#4-14.38%
May 8, 2013 - Oct 16, 2013
-2.69%
Feb 8, 2023 - Mar 22, 2023
#5-6.44%
Oct 25, 2013 - Feb 14, 2014
-2.53%
Feb 27, 2026 - Mar 27, 2026
#6-5.41%
Oct 13, 2017 - Jan 5, 2018
-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-3.91%
Aug 1, 2014 - Aug 27, 2014
-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-2.89%
Jun 9, 2011 - Jun 30, 2011
-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-2.83%
Feb 19, 2013 - Mar 14, 2013
-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-2.82%
Apr 11, 2013 - Apr 25, 2013
-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-2.65%
Aug 1, 2017 - Sep 7, 2017
-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-2.30%
Mar 6, 2014 - Mar 28, 2014
-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-2.18%
Jul 23, 2014 - Aug 1, 2014
-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-1.76%
Jul 1, 2014 - Jul 23, 2014
-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-1.65%
Jun 28, 2017 - Jul 14, 2017
-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
20265.28%2.74%
20259.59%4.95%
202411.33%4.86%
202311.73%3.99%
202214.17%0.00%
20218.95%0.00%
20207.96%0.00%
20198.73%0.00%
20189.22%0.00%
20176.66%0.00%
20166.95%0.00%
20157.33%0.00%
20146.45%0.00%
20136.89%0.00%
20127.57%0.00%
20114.78%0.00%

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