FOXY vs. UUP
Compare and contrast key facts about Simplify Currency Strategy ETF (FOXY) and Invesco DB US Dollar Index Bullish Fund (UUP).
FOXY and UUP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FOXY is an actively managed fund by Simplify. It was launched on Feb 3, 2025. 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.
Performance
FOXY vs. UUP - Performance Comparison
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FOXY vs. UUP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FOXY Simplify Currency Strategy ETF | 9.85% | 14.75% |
UUP Invesco DB US Dollar Index Bullish Fund | 2.77% | -4.82% |
Returns By Period
In the year-to-date period, FOXY achieves a 9.85% return, which is significantly higher than UUP's 2.77% return.
FOXY
- 1D
- -0.78%
- 1M
- -0.15%
- YTD
- 9.85%
- 6M
- 9.95%
- 1Y
- 15.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UUP
- 1D
- -0.71%
- 1M
- 2.58%
- YTD
- 2.77%
- 6M
- 4.43%
- 1Y
- 0.66%
- 3Y*
- 4.64%
- 5Y*
- 5.20%
- 10Y*
- 3.09%
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FOXY vs. UUP - Expense Ratio Comparison
FOXY has a 0.81% expense ratio, which is higher than UUP's 0.75% expense ratio.
Return for Risk
FOXY vs. UUP — Risk / Return Rank
FOXY
UUP
FOXY vs. UUP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Currency Strategy ETF (FOXY) 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.
| FOXY | UUP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.09 | +0.90 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.17 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.02 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.13 | +1.18 |
Martin ratioReturn relative to average drawdown | 4.75 | 0.24 | +4.51 |
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
| FOXY | UUP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.09 | +0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.72 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.44 | 0.20 | +1.24 |
Correlation
The correlation between FOXY and UUP is -0.00. 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.
Dividends
FOXY vs. UUP - Dividend Comparison
FOXY's dividend yield for the trailing twelve months is around 6.63%, more than UUP's 3.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOXY Simplify Currency Strategy ETF | 6.63% | 5.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UUP Invesco DB US Dollar Index Bullish Fund | 3.34% | 3.43% | 4.48% | 6.44% | 0.89% | 0.00% | 0.00% | 2.03% | 1.08% | 0.10% |
Drawdowns
FOXY vs. UUP - Drawdown Comparison
The maximum FOXY drawdown since its inception was -13.09%, smaller than the maximum UUP drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for FOXY and UUP.
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Drawdown Indicators
| FOXY | UUP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.09% | -22.19% | +9.10% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -6.02% | -7.07% |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.37% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.24% | — |
Current DrawdownCurrent decline from peak | -2.82% | -3.76% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -8.96% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.20% | +0.39% |
Volatility
FOXY vs. UUP - Volatility Comparison
Simplify Currency Strategy ETF (FOXY) has a higher volatility of 2.56% compared to Invesco DB US Dollar Index Bullish Fund (UUP) at 2.10%. This indicates that FOXY'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.
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Volatility by Period
| FOXY | UUP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 2.10% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.08% | 4.17% | +2.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.95% | 7.41% | +8.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 7.24% | +8.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.60% | 6.99% | +8.61% |