USDU vs. DGRW
Compare and contrast key facts about WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and WisdomTree U.S. Dividend Growth Fund (DGRW).
USDU and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USDU is an actively managed fund by WisdomTree. It was launched on Dec 18, 2013. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Performance
USDU vs. DGRW - Performance Comparison
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USDU vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 2.13% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 5.40% | -7.44% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.26% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Returns By Period
In the year-to-date period, USDU achieves a 2.13% return, which is significantly higher than DGRW's -1.26% return. Over the past 10 years, USDU has underperformed DGRW with an annualized return of 2.72%, while DGRW has yielded a comparatively higher 13.11% annualized return.
USDU
- 1D
- 0.27%
- 1M
- 1.50%
- YTD
- 2.13%
- 6M
- 3.45%
- 1Y
- 0.68%
- 3Y*
- 5.49%
- 5Y*
- 4.97%
- 10Y*
- 2.72%
DGRW
- 1D
- -0.03%
- 1M
- -4.33%
- YTD
- -1.26%
- 6M
- -0.51%
- 1Y
- 11.18%
- 3Y*
- 13.85%
- 5Y*
- 10.87%
- 10Y*
- 13.11%
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USDU vs. DGRW - Expense Ratio Comparison
USDU has a 0.51% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Return for Risk
USDU vs. DGRW — Risk / Return Rank
USDU
DGRW
USDU vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
| USDU | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 0.73 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.19 | 1.16 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.17 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.15 | 1.02 | -0.87 |
Martin ratioReturn relative to average drawdown | 0.28 | 4.55 | -4.28 |
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
| USDU | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 0.73 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.81 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.81 | -0.36 |
Correlation
The correlation between USDU and DGRW is -0.20. 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
USDU vs. DGRW - Dividend Comparison
USDU's dividend yield for the trailing twelve months is around 3.75%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.75% | 3.83% | 3.97% | 6.99% | 7.83% | 0.00% | 0.69% | 3.06% | 0.88% | 0.00% | 0.00% | 6.48% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
USDU vs. DGRW - Drawdown Comparison
The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for USDU and DGRW.
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Drawdown Indicators
| USDU | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.54% | -32.04% | +17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.36% | -8.30% | +2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -9.28% | -17.27% | +7.99% |
Max Drawdown (10Y)Largest decline over 10 years | -14.54% | -32.04% | +17.50% |
Current DrawdownCurrent decline from peak | -2.03% | -5.72% | +3.69% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -3.04% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 2.53% | +0.33% |
Volatility
USDU vs. DGRW - Volatility Comparison
The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.85%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 4.62%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USDU | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 4.62% | -2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 4.20% | 7.72% | -3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.85% | 15.41% | -8.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.65% | 13.97% | -7.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.49% | 16.21% | -8.72% |