USDU vs. FID
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) and FID (First Trust S&P International Dividend Aristocrats ETF) are both exchange-traded funds - USDU is a Currency fund actively managed by WisdomTree, while FID is a Foreign Large Cap Equities fund tracking the S&P International Dividend Aristocrats Index. USDU is actively managed, while FID is passively managed. Over the past 5 years, USDU returned 5.47%/yr vs 7.84%/yr for FID. At a correlation of -0.48, they often move in opposite directions. USDU charges 0.51%/yr vs 0.60%/yr for FID.
Performance
USDU vs. FID - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USDU achieves a 1.78% return, which is significantly lower than FID's 9.08% return.
USDU
- 1D
- -0.11%
- 1M
- 1.08%
- YTD
- 1.78%
- 6M
- 1.41%
- 1Y
- 4.48%
- 3Y*
- 4.54%
- 5Y*
- 5.47%
- 10Y*
- 2.70%
FID
- 1D
- 0.47%
- 1M
- 2.45%
- YTD
- 9.08%
- 6M
- 11.36%
- 1Y
- 22.92%
- 3Y*
- 17.77%
- 5Y*
- 7.84%
- 10Y*
- —
USDU vs. FID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 1.78% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 2.59% |
FID First Trust S&P International Dividend Aristocrats ETF | 9.08% | 32.07% | 5.42% | 9.92% | -9.69% | 12.90% | -7.56% | 20.82% | -8.00% |
Correlation
The correlation between USDU and FID is -0.61, 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 | -0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.60 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2018 | -0.48 |
The correlation between USDU and FID shifts across timeframes, from -0.62 (3 years) to -0.48 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
USDU vs. FID — Risk / Return Rank
USDU
FID
USDU vs. FID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and First Trust S&P International Dividend Aristocrats ETF (FID). 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 | FID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.40 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.58 | -1.34 |
| Martin ratioReturn relative to average drawdown | 3.36 | 9.00 | -5.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| USDU | FID | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 2.27 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.46 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.40 | +0.04 |
Drawdowns
USDU vs. FID - Drawdown Comparison
The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum FID drawdown of -39.79%. Use the drawdown chart below to compare losses from any high point for USDU and FID.
Loading charts...
Drawdown Indicators
| USDU | FID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.54% | -39.79% | +25.25% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -8.93% | +5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -7.73% | -10.97% | +3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -9.28% | -29.13% | +19.85% |
Max Drawdown (10Y)Largest decline over 10 years | -14.54% | — | — |
Current DrawdownCurrent decline from peak | -2.36% | -0.64% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -8.47% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 2.55% | -1.21% |
Volatility
USDU vs. FID - Volatility Comparison
The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.25%, while First Trust S&P International Dividend Aristocrats ETF (FID) has a volatility of 2.98%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than FID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| USDU | FID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 2.98% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 4.31% | 8.13% | -3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.63% | 10.16% | -4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.62% | 17.04% | -10.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 18.95% | -11.49% |
USDU vs. FID - Expense Ratio Comparison
USDU has a 0.51% expense ratio, which is lower than FID's 0.60% expense ratio.
Dividends
USDU vs. FID - Dividend Comparison
USDU's dividend yield for the trailing twelve months is around 3.76%, less than FID's 4.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FID First Trust S&P International Dividend Aristocrats ETF | 4.00% | 4.30% | 4.31% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 1.74% | 0.00% | 0.00% | 0.00% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.76% | 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 FID have a correlation of -0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FID has higher volatility (2.98%) compared to USDU (1.25%). In terms of maximum drawdown, USDU dropped -14.54% vs FID's -39.79%.
On 5-year performance, FID leads with 7.84% vs 5.47% for USDU. On fees, USDU is cheaper at 0.51% per year. On volatility, USDU has been the lower-risk option at 1.25%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, FID has performed better with a 7.84% return vs 5.47%. 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 0.60% for FID.
FID has the higher dividend yield at 4.00%, compared with 3.76% for USDU.
USDU is categorized as Currency, while FID is Foreign Large Cap Equities. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.51% for USDU and 0.60% for FID.
FID currently has the higher Sharpe Ratio (2.27 vs 0.80), 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.
Find the right allocation for USDU and FID
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer