UNIY vs UTES
Comparison between WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
UNIY vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UNIY
$1.30B
UTES
$1.30B
Expense Ratio
Winner
UNIY
0.15%
UTES
0.49%
Max Drawdown
Winner
UNIY
8.35%
UTES
35.71%
Sharpe Ratio
UNIY
-0.33
Winner
UTES
-0.28
5Y Beta
Winner
UNIY
0.07
UTES
0.69
P/E Ratio
UNIY
N/A
UTES
25.28
Forward P/E
UNIY
N/A
UTES
18.93
PEG Ratio
UNIY
N/A
UTES
1.04
5Y Dividends CAGR
UNIY
N/A
UTES
1.74%
5Y EPS CAGR
UNIY
N/A
UTES
7.26%
Debt to Equity
UNIY
N/A
UTES
209.82%
P/S Ratio
UNIY
N/A
UTES
2.81
P/B Ratio
UNIY
N/A
UTES
2.93
UNIY vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UNIY
-0.31%
UTES
-5.72%
3M
Winner
UNIY
-0.28%
UTES
-6.38%
6M
UNIY
-0.44%
Winner
UTES
+0.29%
1Y
Winner
UNIY
+2.64%
UTES
-5.01%
5Y(CAGR)
UNIY
N/A
UTES
+14.01%
10Y(CAGR)
UNIY
N/A
UTES
+11.82%
Max(CAGR)
UNIY
+3.75%
Winner
UTES
+13.30%
UNIY vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | UNIY | UTES |
|---|---|---|
| 2026 | +0.16% | -4.33% |
| 2025 | +7.33% | +22.66% |
| 2024 | +2.22% | +43.95% |
| 2023 | +3.91% | -1.97% |
| 2022 | N/A | +1.90% |
| 2021 | N/A | +23.82% |
| 2020 | N/A | +1.59% |
| 2019 | N/A | +27.65% |
| 2018 | N/A | +6.28% |
| 2017 | N/A | +14.80% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +5.54% |
UNIY vs UTES Drawdown Comparison
The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current UNIY drawdown is -1.47%. The current UTES drawdown is -11.47%.
| Rank | UNIY | UTES |
|---|---|---|
| #1 | -6.27% Apr 5, 2023 - Dec 7, 2023 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -4.39% Sep 16, 2024 - Jun 24, 2025 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -3.31% Feb 1, 2024 - Jun 14, 2024 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -2.69% Feb 8, 2023 - Mar 22, 2023 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -2.53% Feb 27, 2026 - Mar 27, 2026 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -1.64% Dec 27, 2023 - Feb 1, 2024 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -1.17% Jun 14, 2024 - Jul 8, 2024 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -1.09% Oct 28, 2025 - Jan 14, 2026 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -1.01% Jul 1, 2025 - Jul 29, 2025 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -0.97% Mar 24, 2023 - Apr 3, 2023 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.92% Aug 2, 2024 - Aug 14, 2024 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.74% Jul 17, 2024 - Jul 31, 2024 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.70% Sep 16, 2025 - Oct 13, 2025 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.62% Jan 14, 2026 - Feb 5, 2026 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.51% Aug 23, 2024 - Sep 4, 2024 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between UNIY and UTES is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
UNIY vs UTES dividend yield comparison.
| Year | UNIY | UTES |
|---|---|---|
| 2026 | 2.73% | 0.74% |
| 2025 | 4.95% | 1.42% |
| 2024 | 4.86% | 1.51% |
| 2023 | 3.99% | 2.44% |
| 2022 | 0.00% | 2.13% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 2.09% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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