JDST vs. USDU
JDST (Direxion Daily Junior Gold Miners Index Bear 2X Shares) and USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) are both exchange-traded funds - JDST is a Leveraged Equities fund tracking the MVIS Global Junior Gold Miners Index (-300%), while USDU is a Currency fund actively managed by WisdomTree. JDST is passively managed, while USDU is actively managed. Over the past 10 years, JDST returned -62.85%/yr vs 2.85%/yr for USDU. At a 0.43 correlation, their price movements are largely independent. JDST charges 1.10%/yr vs 0.51%/yr for USDU.
Performance
JDST vs. USDU - Performance Comparison
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Returns By Period
In the year-to-date period, JDST achieves a -22.39% return, which is significantly lower than USDU's 3.64% return. Over the past 10 years, JDST has underperformed USDU with an annualized return of -62.85%, while USDU has yielded a comparatively higher 2.85% annualized return.
JDST
- 1D
- 10.10%
- 1M
- 10.16%
- YTD
- -22.39%
- 6M
- -14.59%
- 1Y
- -78.52%
- 3Y*
- -68.43%
- 5Y*
- -52.81%
- 10Y*
- -62.85%
USDU
- 1D
- 0.26%
- 1M
- 2.02%
- YTD
- 3.64%
- 6M
- 3.96%
- 1Y
- 6.23%
- 3Y*
- 5.32%
- 5Y*
- 5.59%
- 10Y*
- 2.85%
JDST vs. USDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares | -22.39% | -91.10% | -40.98% | -28.29% | -26.25% | 10.97% | -95.97% | -80.30% | -1.60% | -63.44% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.64% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 5.40% | -7.44% |
Correlation
The correlation between JDST and USDU is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2013 | 0.43 |
The correlation between JDST and USDU has been stable across timeframes, ranging from 0.43 to 0.51 - a consistent structural relationship.
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Return for Risk
JDST vs. USDU — Risk / Return Rank
JDST
USDU
JDST vs. USDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) and WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JDST | USDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -3.08 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.20 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 1.72 | -2.60 |
| Martin ratioReturn relative to average drawdown | -1.16 | 4.76 | -5.91 |
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Drawdowns
JDST vs. USDU - Drawdown Comparison
The maximum JDST drawdown since its inception was -100.00%, which is greater than USDU's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for JDST and USDU.
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Drawdown Indicators
| JDST | USDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -100.00% | -14.54% | -85.46% |
Max Drawdown (1Y)Largest decline over 1 year | -88.98% | -3.64% | -85.34% |
Max Drawdown (3Y)Largest decline over 3 years | -98.58% | -7.73% | -90.85% |
Max Drawdown (5Y)Largest decline over 5 years | -99.28% | -9.28% | -90.00% |
Max Drawdown (10Y)Largest decline over 10 years | -100.00% | -14.54% | -85.46% |
Current DrawdownCurrent decline from peak | -100.00% | -0.58% | -99.42% |
Average DrawdownAverage peak-to-trough decline | -95.31% | -4.71% | -90.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 67.97% | 1.32% | +66.65% |
Volatility
JDST vs. USDU - Volatility Comparison
Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) has a higher volatility of 39.08% compared to WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) at 1.41%. This indicates that JDST's price experiences larger fluctuations and is considered to be riskier than USDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JDST | USDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 39.08% | 1.41% | +37.67% |
Volatility (6M)Calculated over the trailing 6-month period | 85.69% | 4.36% | +81.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 103.81% | 5.67% | +98.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 82.06% | 6.61% | +75.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 104.94% | 7.43% | +97.51% |
JDST vs. USDU - Expense Ratio Comparison
JDST has a 1.10% expense ratio, which is higher than USDU's 0.51% expense ratio.
Dividends
JDST vs. USDU - Dividend Comparison
JDST's dividend yield for the trailing twelve months is around 10.36%, more than USDU's 3.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares | 10.36% | 15.08% | 6.50% | 4.81% | 0.00% | 0.00% | 11.75% | 3.16% | 0.57% | 0.00% | 0.00% | 0.00% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.70% | 3.83% | 3.97% | 6.99% | 7.83% | 0.00% | 0.69% | 3.06% | 0.88% | 0.00% | 0.00% | 6.48% |
Frequently Asked Questions
JDST and USDU have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JDST has higher volatility (39.08%) compared to USDU (1.41%). In terms of maximum drawdown, JDST dropped -100.00% vs USDU's -14.54%.
On 10-year performance, USDU leads with 2.85% vs -62.85% for JDST. On fees, USDU is cheaper at 0.51% per year. On volatility, USDU has been the lower-risk option at 1.41%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, USDU has performed better with a 2.85% return vs -62.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USDU is cheaper with a 0.51% expense ratio, compared with 1.10% for JDST.
JDST has the higher dividend yield at 10.36%, compared with 3.70% for USDU.
JDST is categorized as Leveraged Equities, while USDU is Currency. They also come from different issuers: Direxion and WisdomTree. Their fees differ too: 1.10% for JDST and 0.51% for USDU.
USDU currently has the higher Sharpe Ratio (1.10 vs -0.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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