UNIY vs SOXS

Comparison between WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

UNIY vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNIY(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.15%	N/A
Max Drawdown	8.35%	100.00%
Sharpe Ratio	-0.41	-1.94
5Y Beta	0.07	0.00

Net Assets

UNIY

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

UNIY

0.15%

SOXS

N/A

Max Drawdown

Winner

UNIY

8.35%

SOXS

100.00%

Sharpe Ratio

Winner

UNIY

-0.41

SOXS

-1.94

5Y Beta

UNIY

0.07

Winner

SOXS

0.00

UNIY vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	UNIY	SOXS
1 month	-0.54%	+10.81%
3 months	-0.63%	-44.35%
6 months	-1.10%	-87.37%
1 year	+2.32%	-96.86%
5 years(CAGR)	N/A	-79.19%
10 years(CAGR)	N/A	-78.30%
Max(CAGR)	+3.64%	-71.02%

UNIY

-0.54%

Winner

SOXS

+10.81%

Winner

UNIY

-0.63%

SOXS

-44.35%

Winner

UNIY

-1.10%

SOXS

-87.37%

Winner

UNIY

+2.32%

SOXS

-96.86%

5Y(CAGR)

UNIY

N/A

SOXS

-79.19%

10Y(CAGR)

UNIY

N/A

SOXS

-78.30%

Max(CAGR)

Winner

UNIY

+3.64%

SOXS

-71.02%

UNIY vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	UNIY	SOXS
2026	-0.19%	-91.64%
2025	+7.33%	-85.29%
2024	+2.22%	-63.31%
2023	+3.91%	-85.08%
2022	N/A	+22.94%
2021	N/A	-81.18%
2020	N/A	-92.42%
2019	N/A	-83.37%
2018	N/A	-12.21%
2017	N/A	-69.30%
2016	N/A	-74.03%
2015	N/A	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

UNIY vs SOXS Drawdown Comparison

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

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current UNIY drawdown is -1.81%. The current SOXS drawdown is -100.00%.

Rank	UNIY	SOXS
#1	-6.27% Apr 5, 2023 - Dec 7, 2023	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-4.39% Sep 16, 2024 - Jun 24, 2025	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-3.31% Feb 1, 2024 - Jun 14, 2024	N/A
#4	-2.69% Feb 8, 2023 - Mar 22, 2023	N/A
#5	-2.53% Feb 27, 2026 - Mar 27, 2026	N/A
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	N/A
#7	-1.17% Jun 14, 2024 - Jul 8, 2024	N/A
#8	-1.09% Oct 28, 2025 - Jan 14, 2026	N/A
#9	-1.01% Jul 1, 2025 - Jul 29, 2025	N/A
#10	-0.97% Mar 24, 2023 - Apr 3, 2023	N/A
#11	-0.92% Aug 2, 2024 - Aug 14, 2024	N/A
#12	-0.74% Jul 17, 2024 - Jul 31, 2024	N/A
#13	-0.70% Sep 16, 2025 - Oct 13, 2025	N/A
#14	-0.62% Jan 14, 2026 - Feb 5, 2026	N/A
#15	-0.51% Aug 23, 2024 - Sep 4, 2024	N/A