UNIY vs SUSC

Comparison between WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

UNIY vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UNIY(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.15%	0.18%
Max Drawdown	8.35%	25.83%
Sharpe Ratio	0.42	0.40
5Y Beta	0.06	0.11
5Y Dividends CAGR	N/A	13.30%

Net Assets

UNIY

$1.30B

Winner

SUSC

$1.40B

Expense Ratio

Winner

UNIY

0.15%

SUSC

0.18%

Max Drawdown

Winner

UNIY

8.35%

SUSC

25.83%

Sharpe Ratio

Winner

UNIY

0.42

SUSC

0.40

5Y Beta

Winner

UNIY

0.06

SUSC

0.11

5Y Dividends CAGR

UNIY

N/A

SUSC

13.30%

UNIY vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	UNIY	SUSC
1 month	+1.12%	+1.16%
3 months	+0.29%	+0.69%
6 months	+0.78%	+0.82%
1 year	+5.05%	+5.28%
5 years(CAGR)	N/A	+0.18%
10 years(CAGR)	N/A	+2.29%
Max(CAGR)	+4.06%	+2.29%

UNIY

+1.12%

Winner

SUSC

+1.16%

UNIY

+0.29%

Winner

SUSC

+0.69%

UNIY

+0.78%

Winner

SUSC

+0.82%

UNIY

+5.05%

Winner

SUSC

+5.28%

5Y(CAGR)

UNIY

N/A

SUSC

+0.18%

10Y(CAGR)

UNIY

N/A

SUSC

+2.29%

Max(CAGR)

Winner

UNIY

+4.06%

SUSC

+2.29%

UNIY vs SUSC - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	UNIY	SUSC
2026	+0.64%	+0.65%
2025	+7.33%	+7.56%
2024	+2.22%	+2.77%
2023	+3.91%	+7.89%
2022	N/A	-15.18%
2021	N/A	-1.22%
2020	N/A	+9.45%
2019	N/A	+14.29%
2018	N/A	-2.55%
2017	N/A	+1.74%

UNIY vs SUSC Drawdown Comparison

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

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current UNIY drawdown is -0.99%. The current SUSC drawdown is -1.28%.

Rank	UNIY	SUSC
#1	-6.27% Apr 5, 2023 - Dec 7, 2023	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-4.39% Sep 16, 2024 - Jun 24, 2025	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-3.31% Feb 1, 2024 - Jun 14, 2024	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-2.69% Feb 8, 2023 - Mar 22, 2023	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-2.53% Feb 27, 2026 - Mar 27, 2026	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-1.17% Jun 14, 2024 - Jul 8, 2024	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-1.09% Oct 28, 2025 - Jan 14, 2026	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-1.01% Jul 1, 2025 - Jul 29, 2025	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-0.97% Mar 24, 2023 - Apr 3, 2023	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-0.92% Aug 2, 2024 - Aug 14, 2024	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-0.74% Jul 17, 2024 - Jul 31, 2024	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-0.70% Sep 16, 2025 - Oct 13, 2025	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-0.62% Jan 14, 2026 - Feb 5, 2026	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-0.51% Aug 23, 2024 - Sep 4, 2024	-0.69% Oct 13, 2017 - Nov 3, 2017