SMR vs. UUP
SMR (NuScale Power Corporation) is a stock, while UUP (Invesco DB US Dollar Index Bullish Fund) is Currency fund tracking the Deutsche Bank Long US Dollar Index (USDX) Futures Index. Over the past 5 years, SMR returned -3.50%/yr vs 5.89%/yr for UUP. At a correlation of -0.11, they often move in opposite directions.
Performance
SMR vs. UUP - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -41.07% return, which is significantly lower than UUP's 5.44% return.
SMR
- 1D
- -7.63%
- 1M
- -15.57%
- 6M
- -57.66%
- YTD
- -41.07%
- 1Y
- -77.72%
- 3Y*
- 2.96%
- 5Y*
- -3.50%
- 10Y*
- —
UUP
- 1D
- 0.39%
- 1M
- 1.97%
- 6M
- 4.47%
- YTD
- 5.44%
- 1Y
- 8.28%
- 3Y*
- 5.86%
- 5Y*
- 5.89%
- 10Y*
- 3.17%
SMR vs. UUP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | -41.07% | -20.97% | 444.98% | -67.93% | 2.29% | -0.89% | 1.20% |
UUP Invesco DB US Dollar Index Bullish Fund | 5.44% | -4.99% | 13.50% | 3.63% | 9.46% | 5.73% | -1.22% |
Correlation
The correlation between SMR and UUP is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.12 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2020 | -0.11 |
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Return for Risk
SMR vs. UUP — Risk / Return Rank
SMR
UUP
SMR vs. UUP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) 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.
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.
| SMR | UUP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.15 | ||
| Sortino ratioReturn per unit of downside risk | -3.40 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.25 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.92 | 2.28 | -3.20 |
| Martin ratioReturn relative to average drawdown | -1.26 | 6.26 | -7.52 |
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Drawdowns
SMR vs. UUP - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than UUP's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for SMR and UUP.
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Drawdown Indicators
| SMR | UUP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -22.19% | -65.28% |
Max Drawdown (1Y)Largest decline over 1 year | -84.37% | -3.65% | -80.72% |
Max Drawdown (3Y)Largest decline over 3 years | -84.37% | -10.05% | -74.32% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -10.37% | -77.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.24% | — |
Current DrawdownCurrent decline from peak | -84.37% | -1.26% | -83.11% |
Average DrawdownAverage peak-to-trough decline | -35.71% | -8.88% | -26.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 61.49% | 1.33% | +60.16% |
Volatility
SMR vs. UUP - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 23.50% compared to Invesco DB US Dollar Index Bullish Fund (UUP) at 1.45%. This indicates that SMR'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
| SMR | UUP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.50% | 1.45% | +22.05% |
Volatility (6M)Calculated over the trailing 6-month period | 67.05% | 4.34% | +62.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.41% | 6.03% | +95.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.14% | 7.22% | +86.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.23% | 6.90% | +82.33% |
Dividends
SMR vs. UUP - Dividend Comparison
SMR has not paid dividends to shareholders, while UUP's dividend yield for the trailing twelve months is around 3.25%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UUP Invesco DB US Dollar Index Bullish Fund | 3.25% | 3.43% | 4.48% | 6.44% | 0.89% | 0.00% | 0.00% | 2.03% | 1.08% | 0.10% |
Frequently Asked Questions
SMR and UUP have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (23.50%) compared to UUP (1.45%). In terms of maximum drawdown, SMR dropped -87.47% vs UUP's -22.19%.
UUP currently has the higher Sharpe Ratio (1.38 vs -0.77), 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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