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SUSB vs UNIY

Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

SUSB vs UNIY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUSB
$1.20B
Winner
UNIY
$1.30B
Expense Ratio
Winner
SUSB
0.12%
UNIY
0.15%
Max Drawdown
SUSB
13.25%
Winner
UNIY
8.35%
Sharpe Ratio
SUSB
0.23
Winner
UNIY
0.42
5Y Beta
Winner
SUSB
0.03
UNIY
0.06
5Y Dividends CAGR
SUSB
22.41%
UNIY
N/A

SUSB vs UNIY - Historical Returns

Returns include dividend reinvestment.

1M
SUSB
+0.28%
Winner
UNIY
+1.12%
3M
Winner
SUSB
+0.36%
UNIY
+0.29%
6M
SUSB
+0.76%
Winner
UNIY
+0.78%
1Y
SUSB
+4.20%
Winner
UNIY
+5.05%
5Y(CAGR)
SUSB
+2.23%
UNIY
N/A
10Y(CAGR)
SUSB
+2.66%
UNIY
N/A
Max(CAGR)
SUSB
+2.66%
Winner
UNIY
+4.06%

SUSB vs UNIY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearSUSBUNIY
2026+0.51%+0.64%
2025+6.80%+7.33%
2024+5.04%+2.22%
2023+5.93%+3.91%
2022-5.58%N/A
2021-0.68%N/A
2020+4.83%N/A
2019+7.03%N/A
2018+0.70%N/A
2017+0.28%N/A

SUSB vs UNIY Drawdown Comparison

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

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

The current SUSB drawdown is -0.45%. The current UNIY drawdown is -0.99%.

RankSUSBUNIY
#1-13.25%
Mar 5, 2020 - May 26, 2020
-6.27%
Apr 5, 2023 - Dec 7, 2023
#2-9.57%
Aug 3, 2021 - Jun 4, 2024
-4.39%
Sep 16, 2024 - Jun 24, 2025
#3-1.66%
Sep 7, 2017 - Dec 21, 2018
-3.31%
Feb 1, 2024 - Jun 14, 2024
#4-1.49%
Feb 27, 2026 - Mar 26, 2026
-2.69%
Feb 8, 2023 - Mar 22, 2023
#5-1.36%
Apr 3, 2025 - Apr 28, 2025
-2.53%
Feb 27, 2026 - Mar 27, 2026
#6-1.21%
Oct 1, 2024 - Feb 5, 2025
-1.64%
Dec 27, 2023 - Feb 1, 2024
#7-0.98%
Sep 4, 2019 - Oct 2, 2019
-1.17%
Jun 14, 2024 - Jul 8, 2024
#8-0.95%
Feb 8, 2021 - May 24, 2021
-1.09%
Oct 28, 2025 - Jan 14, 2026
#9-0.69%
Jun 5, 2020 - Jun 15, 2020
-1.01%
Jul 1, 2025 - Jul 29, 2025
#10-0.65%
Oct 4, 2019 - Dec 3, 2019
-0.97%
Mar 24, 2023 - Apr 3, 2023
#11-0.59%
Sep 3, 2020 - Nov 17, 2020
-0.92%
Aug 2, 2024 - Aug 14, 2024
#12-0.51%
Mar 27, 2019 - Apr 26, 2019
-0.74%
Jul 17, 2024 - Jul 31, 2024
#13-0.48%
Apr 29, 2025 - May 27, 2025
-0.70%
Sep 16, 2025 - Oct 13, 2025
#14-0.44%
Jun 4, 2025 - Jun 12, 2025
-0.62%
Jan 14, 2026 - Feb 5, 2026
#15-0.42%
Jun 9, 2021 - Jul 22, 2021
-0.51%
Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between SUSB and UNIY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2017 - 2026)

SUSB vs UNIY dividend yield comparison.

YearSUSBUNIY
20261.86%1.92%
20254.40%4.95%
20243.81%4.86%
20232.81%3.99%
20221.74%0.00%
20211.30%0.00%
20201.91%0.00%
20192.83%0.00%
20182.61%0.00%
20170.96%0.00%

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