SUSL vs UNIY

Comparison between ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

SUSL vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUSL(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.10%	0.15%
Max Drawdown	34.26%	8.35%
Sharpe Ratio	1.33	-0.32
5Y Beta	0.98	0.07
P/E Ratio	26.97	N/A
Forward P/E	22.27	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	6.40%	N/A
5Y EPS CAGR	31.35%	N/A
Debt to Equity	32.39%	N/A
P/S Ratio	4.16	N/A
P/B Ratio	6.68	N/A

Net Assets

SUSL

$1.20B

Winner

UNIY

$1.30B

Expense Ratio

Winner

SUSL

0.10%

UNIY

0.15%

Max Drawdown

SUSL

34.26%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

SUSL

1.33

UNIY

-0.32

5Y Beta

SUSL

0.98

Winner

UNIY

0.07

P/E Ratio

SUSL

26.97

UNIY

N/A

Forward P/E

SUSL

22.27

UNIY

N/A

PEG Ratio

SUSL

0.52

UNIY

N/A

5Y Dividends CAGR

SUSL

6.40%

UNIY

N/A

5Y EPS CAGR

SUSL

31.35%

UNIY

N/A

Debt to Equity

SUSL

32.39%

UNIY

N/A

P/S Ratio

SUSL

4.16

UNIY

N/A

P/B Ratio

SUSL

6.68

UNIY

N/A

SUSL vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	SUSL	UNIY
1 month	+7.35%	+0.55%
3 months	+5.29%	+0.00%
6 months	+15.60%	-1.23%
1 year	+23.44%	+2.53%
5 years(CAGR)	+13.18%	N/A
Max(CAGR)	+17.10%	+3.76%

Winner

SUSL

+7.35%

UNIY

+0.55%

Winner

SUSL

+5.29%

UNIY

+0.00%

Winner

SUSL

+15.60%

UNIY

-1.23%

Winner

SUSL

+23.44%

UNIY

+2.53%

5Y(CAGR)

SUSL

+13.18%

UNIY

N/A

Max(CAGR)

Winner

SUSL

+17.10%

UNIY

+3.76%

SUSL vs UNIY - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	SUSL	UNIY
2026	+14.93%	+0.39%
2025	+19.41%	+7.33%
2024	+24.23%	+2.22%
2023	+29.40%	+3.91%
2022	-20.54%	N/A
2021	+33.33%	N/A
2020	+18.00%	N/A
2019	+16.29%	N/A

SUSL vs UNIY Drawdown Comparison

The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

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

The current SUSL drawdown is -0.06%. The current UNIY drawdown is -1.23%.

Rank	SUSL	UNIY
#1	-34.26% Feb 19, 2020 - Aug 24, 2020	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-26.98% Dec 29, 2021 - Dec 13, 2023	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-19.90% Jan 23, 2025 - Jun 26, 2025	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-11.37% Jan 28, 2026 - Apr 17, 2026	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-9.37% Jul 16, 2024 - Sep 19, 2024	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-9.12% Sep 2, 2020 - Nov 13, 2020	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-6.41% Mar 21, 2024 - May 15, 2024	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-5.61% Jul 30, 2019 - Sep 13, 2019	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-5.15% Dec 11, 2024 - Jan 23, 2025	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-5.12% Sep 3, 2021 - Oct 19, 2021	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-4.97% Oct 29, 2025 - Dec 22, 2025	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-4.79% May 16, 2019 - Jun 10, 2019	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-4.78% Feb 24, 2021 - Mar 11, 2021	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-4.68% Nov 5, 2021 - Dec 27, 2021	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-4.22% Sep 13, 2019 - Oct 25, 2019	-0.51% Aug 23, 2024 - Sep 4, 2024