UNIY vs IAI

Comparison between WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

UNIY vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNIY(ETF)	IAI(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.15%	0.38%
Max Drawdown	8.35%	75.80%
Sharpe Ratio	-0.06	0.42
5Y Beta	0.06	1.06
P/E Ratio	N/A	21.79
Forward P/E	N/A	19.77
PEG Ratio	N/A	0.53
5Y Dividends CAGR	N/A	12.58%
5Y EPS CAGR	N/A	13.81%
Debt to Equity	N/A	73.49%
P/S Ratio	N/A	3.18
P/B Ratio	N/A	3.75

Net Assets

UNIY

$1.30B

IAI

$1.30B

Expense Ratio

Winner

UNIY

0.15%

IAI

0.38%

Max Drawdown

Winner

UNIY

8.35%

IAI

75.80%

Sharpe Ratio

UNIY

-0.06

Winner

IAI

0.42

5Y Beta

Winner

UNIY

0.06

IAI

1.06

P/E Ratio

UNIY

N/A

IAI

21.79

Forward P/E

UNIY

N/A

IAI

19.77

PEG Ratio

UNIY

N/A

IAI

0.53

5Y Dividends CAGR

UNIY

N/A

IAI

12.58%

5Y EPS CAGR

UNIY

N/A

IAI

13.81%

Debt to Equity

UNIY

N/A

IAI

73.49%

P/S Ratio

UNIY

N/A

IAI

3.18

P/B Ratio

UNIY

N/A

IAI

3.75

UNIY vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	UNIY	IAI
1 month	-0.74%	+2.67%
3 months	-0.61%	+9.21%
6 months	-0.34%	+1.89%
1 year	+3.97%	+10.43%
5 years(CAGR)	N/A	+14.93%
10 years(CAGR)	N/A	+19.41%
Max(CAGR)	+3.78%	+8.30%

UNIY

-0.74%

Winner

IAI

+2.67%

UNIY

-0.61%

Winner

IAI

+9.21%

UNIY

-0.34%

Winner

IAI

+1.89%

UNIY

+3.97%

Winner

IAI

+10.43%

5Y(CAGR)

UNIY

N/A

IAI

+14.93%

10Y(CAGR)

UNIY

N/A

IAI

+19.41%

Max(CAGR)

UNIY

+3.78%

Winner

IAI

+8.30%

UNIY vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UNIY	IAI
2026	-0.02%	+4.50%
2025	+7.33%	+25.49%
2024	+2.22%	+35.52%
2023	+3.91%	+14.79%
2022	N/A	-11.75%
2021	N/A	+41.17%
2020	N/A	+17.15%
2019	N/A	+23.36%
2018	N/A	-9.42%
2017	N/A	+27.80%
2016	N/A	+24.66%
2015	N/A	-0.96%
2014	N/A	+12.35%
2013	N/A	+61.82%
2012	N/A	+13.26%
2011	N/A	-28.09%
2010	N/A	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

UNIY vs IAI Drawdown Comparison

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

The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current UNIY drawdown is -1.64%. The current IAI drawdown is -0.32%.

Rank	UNIY	IAI
#1	-6.27% Apr 5, 2023 - Dec 7, 2023	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-4.39% Sep 16, 2024 - Jun 24, 2025	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-3.31% Feb 1, 2024 - Jun 14, 2024	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-2.69% Feb 8, 2023 - Mar 22, 2023	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-2.53% Feb 27, 2026 - Mar 27, 2026	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	-19.73% May 9, 2006 - Oct 5, 2006
#7	-1.17% Jun 14, 2024 - Jul 8, 2024	-16.52% Jan 15, 2026 - Jul 6, 2026
#8	-1.09% Oct 28, 2025 - Jan 14, 2026	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	-1.01% Jul 1, 2025 - Jul 29, 2025	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	-0.97% Mar 24, 2023 - Apr 3, 2023	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	-0.92% Aug 2, 2024 - Aug 14, 2024	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	-0.74% Jul 17, 2024 - Jul 31, 2024	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	-0.70% Sep 16, 2025 - Oct 13, 2025	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	-0.62% Jan 14, 2026 - Feb 5, 2026	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	-0.51% Aug 23, 2024 - Sep 4, 2024	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between UNIY and IAI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2006 - 2026)

UNIY vs IAI dividend yield comparison.

Year	UNIY	IAI
2026	2.31%	0.62%
2025	4.95%	0.95%
2024	4.86%	1.05%
2023	3.99%	1.80%
2022	0.00%	2.14%
2021	0.00%	1.31%
2020	0.00%	1.55%
2019	0.00%	1.52%
2018	0.00%	1.58%
2017	0.00%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.00%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%