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SPLB vs UNIY

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF (SPLB, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

SPLB vs UNIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLB
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
Winner
SPLB
0.04%
UNIY
0.15%
Max Drawdown
SPLB
40.25%
Winner
UNIY
8.35%
Sharpe Ratio
SPLB
-0.02
Winner
UNIY
0.03
5Y Beta
SPLB
0.21
Winner
UNIY
0.06
5Y Dividends CAGR
SPLB
4.46%
UNIY
N/A

SPLB vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
SPLB
-2.64%
Winner
UNIY
-0.66%
3M
SPLB
-2.06%
Winner
UNIY
-0.67%
6M
SPLB
-2.13%
Winner
UNIY
-0.21%
1Y
SPLB
+2.70%
Winner
UNIY
+3.55%
5Y(CAGR)
SPLB
-3.18%
UNIY
N/A
10Y(CAGR)
SPLB
+1.50%
UNIY
N/A
Max(CAGR)
Winner
SPLB
+5.15%
UNIY
+3.75%

SPLB vs UNIY - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPLBUNIY
2026-1.31%-0.02%
2025+7.00%+7.33%
2024-0.87%+2.22%
2023+9.99%+3.91%
2022-24.50%N/A
2021-1.19%N/A
2020+12.95%N/A
2019+23.01%N/A
2018-6.46%N/A
2017+12.35%N/A
2016+10.84%N/A
2015-5.93%N/A
2014+15.68%N/A
2013-5.10%N/A
2012+10.54%N/A
2011+16.73%N/A
2010+8.75%N/A
2009+20.91%N/A

SPLB vs UNIY Drawdown Comparison

The maximum drawdown for SPLB was -34.47%, occurring on Oct 24, 2022. 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 SPLB drawdown is -16.51%. The current UNIY drawdown is -1.64%.

RankSPLBUNIY
#1-34.47%
Sep 22, 2021 - Oct 24, 2022
-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-27.95%
Mar 6, 2020 - Jul 7, 2020
-4.39%
Sep 16, 2024 - Jun 24, 2025
#3-13.99%
May 2, 2013 - May 1, 2014
-3.31%
Feb 1, 2024 - Jun 14, 2024
#4-12.29%
Jan 30, 2015 - Jun 8, 2016
-2.69%
Feb 8, 2023 - Mar 22, 2023
#5-10.67%
Aug 6, 2020 - Sep 22, 2021
-2.53%
Feb 27, 2026 - Mar 27, 2026
#6-9.87%
Dec 15, 2017 - Apr 10, 2019
-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-9.71%
Jul 8, 2016 - Jun 21, 2017
-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-7.96%
Aug 26, 2010 - May 17, 2011
-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-6.61%
Sep 28, 2009 - Apr 27, 2010
-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-5.11%
Aug 28, 2019 - Dec 13, 2019
-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-5.00%
Aug 4, 2011 - Sep 22, 2011
-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-4.94%
Oct 15, 2012 - Apr 26, 2013
-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-4.83%
Nov 1, 2011 - Jan 17, 2012
-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-4.68%
May 6, 2010 - Jul 16, 2010
-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-4.46%
Aug 28, 2014 - Oct 14, 2014
-0.51%
Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between SPLB and UNIY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2009 - 2026)

SPLB vs UNIY dividend yield comparison.

YearSPLBUNIY
20262.80%2.31%
20255.25%4.95%
20245.20%4.86%
20234.60%3.99%
20224.53%0.00%
20213.00%0.00%
20203.01%0.00%
20193.79%0.00%
20184.50%0.00%
20174.06%0.00%
20164.34%0.00%
20154.70%0.00%
20144.25%0.00%
20134.89%0.00%
20124.85%0.00%
20114.94%0.00%
20108.04%0.00%
20095.06%0.00%

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