EMRGX vs. UUP
Compare and contrast key facts about Emerging Markets Growth Fund, Inc. (EMRGX) and Invesco DB US Dollar Index Bullish Fund (UUP).
EMRGX is managed by T. Rowe Price. It was launched on May 29, 1986. UUP is a passively managed fund by Invesco that tracks the performance of the Deutsche Bank Long US Dollar Index (USDX) Futures Index. It was launched on Feb 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EMRGX or UUP.
Correlation
The correlation between EMRGX and UUP is -0.21. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
EMRGX vs. UUP - Performance Comparison
Key characteristics
EMRGX:
0.73
UUP:
1.26
EMRGX:
1.11
UUP:
1.82
EMRGX:
1.14
UUP:
1.23
EMRGX:
0.26
UUP:
1.84
EMRGX:
1.89
UUP:
4.96
EMRGX:
5.07%
UUP:
1.58%
EMRGX:
13.14%
UUP:
6.21%
EMRGX:
-48.09%
UUP:
-22.19%
EMRGX:
-29.23%
UUP:
-2.91%
Returns By Period
In the year-to-date period, EMRGX achieves a 5.68% return, which is significantly higher than UUP's -1.50% return. Over the past 10 years, EMRGX has underperformed UUP with an annualized return of 1.64%, while UUP has yielded a comparatively higher 2.98% annualized return.
EMRGX
5.68%
3.97%
3.88%
9.09%
-1.65%
1.64%
UUP
-1.50%
-1.23%
7.40%
8.09%
3.93%
2.98%
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EMRGX vs. UUP - Expense Ratio Comparison
EMRGX has a 0.76% expense ratio, which is higher than UUP's 0.75% expense ratio.
Risk-Adjusted Performance
EMRGX vs. UUP — Risk-Adjusted Performance Rank
EMRGX
UUP
EMRGX vs. UUP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Emerging Markets Growth Fund, Inc. (EMRGX) and Invesco DB US Dollar Index Bullish Fund (UUP). 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.
Dividends
EMRGX vs. UUP - Dividend Comparison
EMRGX's dividend yield for the trailing twelve months is around 1.46%, less than UUP's 4.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMRGX Emerging Markets Growth Fund, Inc. | 1.46% | 1.54% | 1.51% | 1.35% | 1.24% | 0.88% | 1.56% | 1.30% | 1.11% | 1.14% | 3.06% | 2.06% |
UUP Invesco DB US Dollar Index Bullish Fund | 4.54% | 4.48% | 6.45% | 0.89% | 0.00% | 0.00% | 2.03% | 1.08% | 0.10% | 0.00% | 0.00% | 0.00% |
Drawdowns
EMRGX vs. UUP - Drawdown Comparison
The maximum EMRGX drawdown since its inception was -48.09%, which is greater than UUP's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for EMRGX and UUP. For additional features, visit the drawdowns tool.
Volatility
EMRGX vs. UUP - Volatility Comparison
Emerging Markets Growth Fund, Inc. (EMRGX) has a higher volatility of 2.84% compared to Invesco DB US Dollar Index Bullish Fund (UUP) at 1.95%. This indicates that EMRGX's price experiences larger fluctuations and is considered to be riskier than UUP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.