UNM vs. IDV
Compare and contrast key facts about Unum Group (UNM) and iShares International Select Dividend ETF (IDV).
IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007.
Performance
UNM vs. IDV - Performance Comparison
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UNM vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UNM Unum Group | -5.20% | 8.56% | 66.31% | 13.72% | 73.56% | 11.87% | -16.22% | 2.63% | -45.22% | 27.19% |
IDV iShares International Select Dividend ETF | 8.40% | 52.16% | 4.00% | 10.32% | -6.40% | 12.00% | -5.94% | 23.56% | -10.37% | 19.74% |
Returns By Period
In the year-to-date period, UNM achieves a -5.20% return, which is significantly lower than IDV's 8.40% return. Over the past 10 years, UNM has outperformed IDV with an annualized return of 12.43%, while IDV has yielded a comparatively lower 10.18% annualized return.
UNM
- 1D
- 0.05%
- 1M
- 1.81%
- YTD
- -5.20%
- 6M
- -4.97%
- 1Y
- -8.25%
- 3Y*
- 26.05%
- 5Y*
- 24.95%
- 10Y*
- 12.43%
IDV
- 1D
- 2.73%
- 1M
- -4.29%
- YTD
- 8.40%
- 6M
- 18.79%
- 1Y
- 44.72%
- 3Y*
- 22.87%
- 5Y*
- 12.71%
- 10Y*
- 10.18%
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Return for Risk
UNM vs. IDV — Risk / Return Rank
UNM
IDV
UNM vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unum Group (UNM) and iShares International Select Dividend ETF (IDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UNM | IDV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.28 | 2.88 | -3.16 |
Sortino ratioReturn per unit of downside risk | -0.19 | 3.58 | -3.77 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.59 | -0.62 |
Calmar ratioReturn relative to maximum drawdown | -0.40 | 4.08 | -4.48 |
Martin ratioReturn relative to average drawdown | -0.82 | 18.18 | -19.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UNM | IDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.28 | 2.88 | -3.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.83 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.57 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.21 | +0.01 |
Correlation
The correlation between UNM and IDV is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UNM vs. IDV - Dividend Comparison
UNM's dividend yield for the trailing twelve months is around 2.46%, less than IDV's 4.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNM Unum Group | 2.46% | 2.27% | 2.15% | 3.07% | 3.07% | 4.76% | 4.97% | 3.74% | 3.34% | 1.57% | 1.75% | 2.10% |
IDV iShares International Select Dividend ETF | 4.61% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
Drawdowns
UNM vs. IDV - Drawdown Comparison
The maximum UNM drawdown since its inception was -89.38%, which is greater than IDV's maximum drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for UNM and IDV.
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Drawdown Indicators
| UNM | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.38% | -70.14% | -19.24% |
Max Drawdown (1Y)Largest decline over 1 year | -16.40% | -10.76% | -5.64% |
Max Drawdown (5Y)Largest decline over 5 years | -28.28% | -29.19% | +0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -81.06% | -42.50% | -38.56% |
Current DrawdownCurrent decline from peak | -10.32% | -4.55% | -5.77% |
Average DrawdownAverage peak-to-trough decline | -32.82% | -15.53% | -17.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.98% | 2.41% | +5.57% |
Volatility
UNM vs. IDV - Volatility Comparison
Unum Group (UNM) and iShares International Select Dividend ETF (IDV) have volatilities of 6.90% and 6.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UNM | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 6.94% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 16.17% | 9.93% | +6.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.23% | 15.62% | +13.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.47% | 15.48% | +14.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.64% | 17.97% | +19.67% |