LIBD vs. USDU
LIBD (LifeX 2065 Inflation-Protected Longevity Income ETF) and USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) are both exchange-traded funds - LIBD is a Inflation-Protected Bonds fund actively managed by Stone Ridge, while USDU is a Currency fund actively managed by WisdomTree. Both are actively managed. Over the past year, LIBD returned -0.58% vs 6.83% for USDU. Their -0.27 correlation means they have often moved in opposite directions in the past. LIBD charges 0.25%/yr vs 0.51%/yr for USDU.
Performance
LIBD vs. USDU - Performance Comparison
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Returns By Period
In the year-to-date period, LIBD achieves a -2.05% return, which is significantly lower than USDU's 3.95% return.
LIBD
- 1D
- 0.13%
- 1M
- -3.63%
- 6M
- -2.99%
- YTD
- -2.05%
- 1Y
- -0.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.74%
USDU
- 1D
- 0.07%
- 1M
- 0.30%
- 6M
- 4.77%
- YTD
- 3.95%
- 1Y
- 6.83%
- 3Y*
- 5.77%
- 5Y*
- 5.39%
- 10Y*
- 2.77%
- ALL TIME*
- 3.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $19.06K | $13.20K | $6.36K | |
| $4.99M | $9.10M | $8.59M |
LIBD vs. USDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LIBD LifeX 2065 Inflation-Protected Longevity Income ETF | -2.05% | -0.63% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.95% | -3.62% |
Correlation
The correlation between LIBD and USDU is -0.35, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 2025 | -0.27 |
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Return for Risk
LIBD vs. USDU — Risk / Return Rank
LIBD
USDU
LIBD vs. USDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) 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.
| LIBD | USDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.94 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.24 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.99 | -2.03 |
| Martin ratioReturn relative to average drawdown | -0.08 | 5.54 | -5.61 |
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Drawdowns
LIBD vs. USDU - Drawdown Comparison
The maximum LIBD drawdown since its inception was -7.31%, smaller than the maximum USDU drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for LIBD and USDU.
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Drawdown Indicators
| LIBD | USDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.31% | -14.54% | +7.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.24% | -3.64% | -2.60% |
Max Drawdown (3Y)Largest decline over 3 years | — | -7.73% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -9.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.54% | — |
Current DrawdownCurrent decline from peak | -6.12% | -0.28% | -5.84% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -4.68% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 1.30% | +1.98% |
Volatility
LIBD vs. USDU - Volatility Comparison
LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) has a higher volatility of 1.96% compared to WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) at 0.93%. This indicates that LIBD'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
| LIBD | USDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 0.93% | +1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 5.78% | 4.30% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.93% | 5.56% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.96% | 6.59% | +3.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.96% | 7.41% | +2.55% |
LIBD vs. USDU - Expense Ratio Comparison
LIBD has a 0.25% expense ratio, which is lower than USDU's 0.51% expense ratio.
Dividends
LIBD vs. USDU - Dividend Comparison
LIBD's dividend yield for the trailing twelve months is around 11.78%, more than USDU's 3.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIBD LifeX 2065 Inflation-Protected Longevity Income ETF | 11.78% | 13.52% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.69% | 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
LIBD and USDU have a correlation of -0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIBD has higher volatility (1.96%) compared to USDU (0.93%). In terms of maximum drawdown, LIBD dropped -7.31% vs USDU's -14.54%.
On 1-year performance, USDU leads with 6.83% vs -0.58% for LIBD. On fees, LIBD is cheaper at 0.25% per year. On volatility, USDU has been the lower-risk option at 0.93%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, USDU has performed better with a 6.83% return vs -0.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LIBD is cheaper with a 0.25% expense ratio, compared with 0.51% for USDU.
LIBD has the higher dividend yield at 11.78%, compared with 3.69% for USDU.
LIBD is categorized as Inflation-Protected Bonds, while USDU is Currency. They also come from different issuers: Stone Ridge and WisdomTree. Their fees differ too: 0.25% for LIBD and 0.51% for USDU.
USDU currently has the higher Sharpe Ratio (1.30 vs -0.03), 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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