UNIY vs IGRO

Comparison between WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF) and ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF).

UNIY vs IGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNIY(ETF)	IGRO(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.15%	0.15%
Max Drawdown	8.35%	37.05%
Sharpe Ratio	-0.41	1.43
5Y Beta	0.07	0.53
5Y Dividends CAGR	N/A	9.33%

Net Assets

UNIY

$1.30B

IGRO

$1.30B

Expense Ratio

UNIY

0.15%

IGRO

0.15%

Max Drawdown

Winner

UNIY

8.35%

IGRO

37.05%

Sharpe Ratio

UNIY

-0.41

Winner

IGRO

1.43

5Y Beta

Winner

UNIY

0.07

IGRO

0.53

5Y Dividends CAGR

UNIY

N/A

IGRO

9.33%

UNIY vs IGRO - Historical Returns

Returns include dividend reinvestment.

Period	UNIY	IGRO
1 month	-0.54%	+3.71%
3 months	-0.63%	+6.79%
6 months	-1.10%	+5.73%
1 year	+2.32%	+23.30%
5 years(CAGR)	N/A	+9.36%
10 years(CAGR)	N/A	+9.17%
Max(CAGR)	+3.64%	+9.51%

UNIY

-0.54%

Winner

IGRO

+3.71%

UNIY

-0.63%

Winner

IGRO

+6.79%

UNIY

-1.10%

Winner

IGRO

+5.73%

UNIY

+2.32%

Winner

IGRO

+23.30%

5Y(CAGR)

UNIY

N/A

IGRO

+9.36%

10Y(CAGR)

UNIY

N/A

IGRO

+9.17%

Max(CAGR)

UNIY

+3.64%

Winner

IGRO

+9.51%

UNIY vs IGRO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	UNIY	IGRO
2026	-0.19%	+12.90%
2025	+7.33%	+24.75%
2024	+2.22%	+8.96%
2023	+3.91%	+14.74%
2022	N/A	-12.77%
2021	N/A	+9.19%
2020	N/A	+6.63%
2019	N/A	+26.09%
2018	N/A	-13.77%
2017	N/A	+24.28%
2016	N/A	+3.36%

UNIY vs IGRO Drawdown Comparison

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

The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.

The current UNIY drawdown is -1.81%. The current IGRO drawdown is -0.72%.

Rank	UNIY	IGRO
#1	-6.27% Apr 5, 2023 - Dec 7, 2023	-36.25% Jan 2, 2020 - Nov 11, 2020
#2	-4.39% Sep 16, 2024 - Jun 24, 2025	-26.02% Jun 15, 2021 - Feb 1, 2024
#3	-3.31% Feb 1, 2024 - Jun 14, 2024	-19.99% Jan 24, 2018 - Nov 6, 2019
#4	-2.69% Feb 8, 2023 - Mar 22, 2023	-11.12% Sep 26, 2024 - Apr 28, 2025
#5	-2.53% Feb 27, 2026 - Mar 27, 2026	-10.00% Feb 26, 2026 - Jul 2, 2026
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	-9.96% Sep 6, 2016 - Feb 23, 2017
#7	-1.17% Jun 14, 2024 - Jul 8, 2024	-9.33% Jun 8, 2016 - Aug 1, 2016
#8	-1.09% Oct 28, 2025 - Jan 14, 2026	-5.57% Jul 31, 2024 - Aug 16, 2024
#9	-1.01% Jul 1, 2025 - Jul 29, 2025	-5.10% Mar 8, 2024 - May 9, 2024
#10	-0.97% Mar 24, 2023 - Apr 3, 2023	-4.54% Jul 23, 2025 - Aug 22, 2025
#11	-0.92% Aug 2, 2024 - Aug 14, 2024	-4.34% Aug 1, 2016 - Sep 6, 2016
#12	-0.74% Jul 17, 2024 - Jul 31, 2024	-3.72% Jun 6, 2024 - Jul 10, 2024
#13	-0.70% Sep 16, 2025 - Oct 13, 2025	-3.64% Feb 16, 2021 - Mar 11, 2021
#14	-0.62% Jan 14, 2026 - Feb 5, 2026	-3.41% Jan 8, 2021 - Feb 16, 2021
#15	-0.51% Aug 23, 2024 - Sep 4, 2024	-3.35% Nov 12, 2025 - Nov 28, 2025

Correlation

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

0.96

-101

Dividend Comparison (2016 - 2026)

UNIY vs IGRO dividend yield comparison.

Year	UNIY	IGRO
2026	2.74%	1.61%
2025	4.95%	2.51%
2024	4.86%	2.44%
2023	3.99%	2.79%
2022	0.00%	2.69%
2021	0.00%	2.27%
2020	0.00%	2.41%
2019	0.00%	2.65%
2018	0.00%	2.97%
2017	0.00%	2.43%
2016	0.00%	1.18%