UNIY vs FGD

Comparison between WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).

UNIY vs FGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNIY(ETF)	FGD(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.15%	0.55%
Max Drawdown	8.35%	70.20%
Sharpe Ratio	-0.06	1.46
5Y Beta	0.06	0.53
5Y Dividends CAGR	N/A	10.00%

Net Assets

UNIY

$1.30B

Winner

FGD

$1.40B

Expense Ratio

Winner

UNIY

0.15%

FGD

0.55%

Max Drawdown

Winner

UNIY

8.35%

FGD

70.20%

Sharpe Ratio

UNIY

-0.06

Winner

FGD

1.46

5Y Beta

Winner

UNIY

0.06

FGD

0.53

5Y Dividends CAGR

UNIY

N/A

FGD

10.00%

UNIY vs FGD - Historical Returns

Returns include dividend reinvestment.

Period	UNIY	FGD
1 month	-0.74%	-1.46%
3 months	-0.61%	+1.89%
6 months	-0.34%	+10.11%
1 year	+3.97%	+23.67%
5 years(CAGR)	N/A	+11.43%
10 years(CAGR)	N/A	+9.71%
Max(CAGR)	+3.78%	+5.95%

Winner

UNIY

-0.74%

FGD

-1.46%

UNIY

-0.61%

Winner

FGD

+1.89%

UNIY

-0.34%

Winner

FGD

+10.11%

UNIY

+3.97%

Winner

FGD

+23.67%

5Y(CAGR)

UNIY

N/A

FGD

+11.43%

10Y(CAGR)

UNIY

N/A

FGD

+9.71%

Max(CAGR)

UNIY

+3.78%

Winner

FGD

+5.95%

UNIY vs FGD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UNIY	FGD
2026	-0.02%	+9.93%
2025	+7.33%	+44.34%
2024	+2.22%	+6.10%
2023	+3.91%	+8.21%
2022	N/A	-7.94%
2021	N/A	+21.01%
2020	N/A	-5.99%
2019	N/A	+20.71%
2018	N/A	-13.23%
2017	N/A	+16.88%
2016	N/A	+13.11%
2015	N/A	-10.18%
2014	N/A	-0.01%
2013	N/A	+16.37%
2012	N/A	+13.69%
2011	N/A	-3.02%
2010	N/A	+10.29%
2009	N/A	+58.23%
2008	N/A	-50.12%
2007	N/A	+2.70%

UNIY vs FGD Drawdown Comparison

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

The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.

The current UNIY drawdown is -1.64%. The current FGD drawdown is -1.89%.

Rank	UNIY	FGD
#1	-6.27% Apr 5, 2023 - Dec 7, 2023	-68.07% Nov 29, 2007 - Apr 25, 2013
#2	-4.39% Sep 16, 2024 - Jun 24, 2025	-44.84% Feb 12, 2020 - Jan 13, 2021
#3	-3.31% Feb 1, 2024 - Jun 14, 2024	-28.68% Feb 9, 2022 - May 14, 2024
#4	-2.69% Feb 8, 2023 - Mar 22, 2023	-28.08% Jul 3, 2014 - Jul 19, 2017
#5	-2.53% Feb 27, 2026 - Mar 27, 2026	-20.87% Jan 26, 2018 - Feb 12, 2020
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	-11.50% Mar 19, 2025 - Apr 24, 2025
#7	-1.17% Jun 14, 2024 - Jul 8, 2024	-10.80% May 8, 2013 - Sep 10, 2013
#8	-1.09% Oct 28, 2025 - Jan 14, 2026	-9.82% Feb 20, 2026 - Mar 20, 2026
#9	-1.01% Jul 1, 2025 - Jul 29, 2025	-9.10% Jun 7, 2021 - Jan 11, 2022
#10	-0.97% Mar 24, 2023 - Apr 3, 2023	-8.98% Sep 26, 2024 - Mar 7, 2025
#11	-0.92% Aug 2, 2024 - Aug 14, 2024	-6.40% May 17, 2024 - Jul 31, 2024
#12	-0.74% Jul 17, 2024 - Jul 31, 2024	-6.14% Jan 14, 2021 - Feb 16, 2021
#13	-0.70% Sep 16, 2025 - Oct 13, 2025	-5.66% Dec 31, 2013 - Feb 18, 2014
#14	-0.62% Jan 14, 2026 - Feb 5, 2026	-5.36% Jul 31, 2024 - Aug 19, 2024
#15	-0.51% Aug 23, 2024 - Sep 4, 2024	-4.95% Oct 29, 2013 - Dec 30, 2013

Correlation

Correlation between UNIY and FGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

UNIY vs FGD dividend yield comparison.

Year	UNIY	FGD
2026	2.31%	1.91%
2025	4.95%	5.62%
2024	4.86%	5.87%
2023	3.99%	6.44%
2022	0.00%	5.74%
2021	0.00%	5.35%
2020	0.00%	6.17%
2019	0.00%	5.19%
2018	0.00%	5.88%
2017	0.00%	4.01%
2016	0.00%	4.36%
2015	0.00%	5.07%
2014	0.00%	5.18%
2013	0.00%	4.51%
2012	0.00%	4.93%
2011	0.00%	5.15%
2010	0.00%	4.23%
2009	0.00%	3.13%
2008	0.00%	9.79%
2007	0.00%	0.52%