SFGV vs UNIY
Comparison between SEQUOIA GLOBAL VALUE ETF (SFGV, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).
SFGV vs UNIY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SFGV
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
SFGV
0.33%
Winner
UNIY
0.15%
Max Drawdown
SFGV
15.68%
Winner
UNIY
8.35%
Sharpe Ratio
Winner
SFGV
1.81
UNIY
-0.33
5Y Beta
SFGV
0.67
Winner
UNIY
0.07
SFGV vs UNIY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFGV
+3.29%
UNIY
-0.31%
3M
Winner
SFGV
+6.97%
UNIY
-0.28%
6M
Winner
SFGV
+6.62%
UNIY
-0.44%
1Y
Winner
SFGV
+26.68%
UNIY
+2.64%
Max(CAGR)
Winner
SFGV
+18.36%
UNIY
+3.75%
SFGV vs UNIY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SFGV | UNIY |
|---|---|---|
| 2026 | +15.92% | +0.16% |
| 2025 | +19.10% | +7.33% |
| 2024 | +10.72% | +2.22% |
| 2023 | N/A | +3.91% |
SFGV vs UNIY Drawdown Comparison
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The current UNIY drawdown is -1.47%.
| Rank | SFGV | UNIY |
|---|---|---|
| #1 | -14.50% Oct 14, 2024 - Jun 6, 2025 | -6.27% Apr 5, 2023 - Dec 7, 2023 |
| #2 | -8.36% Feb 27, 2026 - May 26, 2026 | -4.39% Sep 16, 2024 - Jun 24, 2025 |
| #3 | -5.88% Jul 16, 2024 - Aug 23, 2024 | -3.31% Feb 1, 2024 - Jun 14, 2024 |
| #4 | -4.87% Mar 28, 2024 - May 15, 2024 | -2.69% Feb 8, 2023 - Mar 22, 2023 |
| #5 | -4.00% Jul 23, 2025 - Aug 13, 2025 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -3.79% Oct 3, 2025 - Oct 27, 2025 | -1.64% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -3.63% Oct 27, 2025 - Nov 26, 2025 | -1.17% Jun 14, 2024 - Jul 8, 2024 |
| #8 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -1.09% Oct 28, 2025 - Jan 14, 2026 |
| #9 | -3.00% May 17, 2024 - Jul 11, 2024 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -1.91% Jul 10, 2025 - Jul 23, 2025 | -0.97% Mar 24, 2023 - Apr 3, 2023 |
| #11 | -1.86% Jun 4, 2026 - Jun 11, 2026 | -0.92% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -1.76% Feb 12, 2024 - Feb 15, 2024 | -0.74% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -1.51% Jun 12, 2025 - Jun 26, 2025 | -0.70% Sep 16, 2025 - Oct 13, 2025 |
| #14 | -1.46% Jun 16, 2026 - Jul 6, 2026 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -1.39% Jan 15, 2026 - Jan 21, 2026 | -0.51% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between SFGV and UNIY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
SFGV vs UNIY dividend yield comparison.
| Year | SFGV | UNIY |
|---|---|---|
| 2026 | 0.83% | 2.73% |
| 2025 | 2.52% | 4.95% |
| 2024 | 2.23% | 4.86% |
| 2023 | 0.00% | 3.99% |
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