USDU vs. DHS
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - USDU is a Currency fund actively managed by WisdomTree, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. USDU is actively managed, while DHS is passively managed. Over the past 10 years, USDU returned 2.77%/yr vs 9.67%/yr for DHS. Their -0.21 correlation means they have often moved in opposite directions in the past. USDU charges 0.51%/yr vs 0.38%/yr for DHS.
Performance
USDU vs. DHS - Performance Comparison
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Returns By Period
In the year-to-date period, USDU achieves a 2.71% return, which is significantly lower than DHS's 17.07% return. Over the past 10 years, USDU has underperformed DHS with an annualized return of 2.77%, while DHS has yielded a comparatively higher 9.67% annualized return.
USDU
- 1D
- 0.04%
- 1M
- -0.82%
- 6M
- 3.48%
- YTD
- 2.71%
- 1Y
- 4.24%
- 3Y*
- 4.91%
- 5Y*
- 5.31%
- 10Y*
- 2.77%
- ALL TIME*
- 3.21%
DHS
- 1D
- 0.35%
- 1M
- 1.94%
- 6M
- 9.42%
- YTD
- 17.07%
- 1Y
- 25.65%
- 3Y*
- 17.11%
- 5Y*
- 12.40%
- 10Y*
- 9.67%
- ALL TIME*
- 8.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.47M | $3.71M | $2.99M | |
| $7.62M | $7.28M | $8.52M |
USDU vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 2.71% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 5.40% | -7.44% |
DHS WisdomTree US High Dividend Fund | 17.07% | 12.87% | 18.02% | -0.19% | 7.97% | 23.20% | -5.70% | 22.59% | -7.41% | 11.69% |
Correlation
The correlation between USDU and DHS is -0.14, 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. | -0.14 |
Correlation (3Y) Balances recent behavior with more history. | -0.24 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.23 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2013 | -0.21 |
The correlation between USDU and DHS shifts across timeframes, from -0.30 (5 years) to -0.14 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
USDU vs. DHS — Risk / Return Rank
USDU
DHS
USDU vs. DHS - 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 US High Dividend Fund (DHS). 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.
| USDU | DHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.55 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.43 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 4.09 | -2.92 |
| Martin ratioReturn relative to average drawdown | 3.43 | 15.00 | -11.57 |
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Drawdowns
USDU vs. DHS - Drawdown Comparison
The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for USDU and DHS.
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Drawdown Indicators
| USDU | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.54% | -67.25% | +52.71% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -6.30% | +2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -7.73% | -11.87% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -9.28% | -15.28% | +6.00% |
Max Drawdown (10Y)Largest decline over 10 years | -14.54% | -37.35% | +22.81% |
Current DrawdownCurrent decline from peak | -1.47% | -1.89% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -9.48% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 1.71% | -0.47% |
Volatility
USDU vs. DHS - Volatility Comparison
The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.33%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 3.77%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USDU | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 3.77% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 4.09% | 7.84% | -3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.47% | 10.40% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.61% | 13.91% | -7.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.41% | 16.10% | -8.69% |
USDU vs. DHS - Expense Ratio Comparison
USDU has a 0.51% expense ratio, which is higher than DHS's 0.38% expense ratio.
Dividends
USDU vs. DHS - Dividend Comparison
USDU's dividend yield for the trailing twelve months is around 3.73%, more than DHS's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.18% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.73% | 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
USDU and DHS have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (3.77%) compared to USDU (1.33%). In terms of maximum drawdown, USDU dropped -14.54% vs DHS's -67.25%.
On 10-year performance, DHS leads with 9.67% vs 2.77% for USDU. On fees, DHS is cheaper at 0.38% per year. On volatility, USDU has been the lower-risk option at 1.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, DHS has performed better with a 9.67% return vs 2.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DHS is cheaper with a 0.38% expense ratio, compared with 0.51% for USDU.
USDU has the higher dividend yield at 3.73%, compared with 3.18% for DHS.
USDU is categorized as Currency, while DHS is Large Cap Value Equities. Their fees differ too: 0.51% for USDU and 0.38% for DHS.
DHS currently has the higher Sharpe Ratio (2.48 vs 0.78), 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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