USDU vs. FXE
Compare and contrast key facts about WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Invesco CurrencyShares® Euro Currency Trust (FXE).
USDU and FXE 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. FXE is a passively managed fund by Invesco that tracks the performance of the Euro. It was launched on Dec 9, 2005.
Performance
USDU vs. FXE - Performance Comparison
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USDU vs. FXE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 1.86% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 5.40% | -7.44% |
FXE Invesco CurrencyShares® Euro Currency Trust | -1.28% | 14.52% | -4.18% | 4.87% | -6.57% | -7.83% | 7.94% | -2.90% | -5.30% | 13.05% |
Returns By Period
In the year-to-date period, USDU achieves a 1.86% return, which is significantly higher than FXE's -1.28% return. Over the past 10 years, USDU has outperformed FXE with an annualized return of 2.70%, while FXE has yielded a comparatively lower 0.09% annualized return.
USDU
- 1D
- -0.19%
- 1M
- 1.66%
- YTD
- 1.86%
- 6M
- 3.49%
- 1Y
- 0.52%
- 3Y*
- 5.21%
- 5Y*
- 4.91%
- 10Y*
- 2.70%
FXE
- 1D
- 0.17%
- 1M
- -0.91%
- YTD
- -1.28%
- 6M
- -0.93%
- 1Y
- 8.11%
- 3Y*
- 3.81%
- 5Y*
- 0.34%
- 10Y*
- 0.09%
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USDU vs. FXE - Expense Ratio Comparison
USDU has a 0.51% expense ratio, which is higher than FXE's 0.40% expense ratio.
Return for Risk
USDU vs. FXE — Risk / Return Rank
USDU
FXE
USDU vs. FXE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Invesco CurrencyShares® Euro Currency Trust (FXE). 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 | FXE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 1.07 | -0.99 |
Sortino ratioReturn per unit of downside risk | 0.16 | 1.71 | -1.55 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.20 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.02 | 1.57 | -1.54 |
Martin ratioReturn relative to average drawdown | 0.04 | 4.16 | -4.12 |
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 | FXE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 1.07 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.04 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.01 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.02 | +0.43 |
Correlation
The correlation between USDU and FXE is -0.78. 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. FXE - Dividend Comparison
USDU's dividend yield for the trailing twelve months is around 3.76%, more than FXE's 0.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FXE Invesco CurrencyShares® Euro Currency Trust | 0.77% | 0.94% | 2.28% | 1.49% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USDU vs. FXE - Drawdown Comparison
The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum FXE drawdown of -43.33%. Use the drawdown chart below to compare losses from any high point for USDU and FXE.
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Drawdown Indicators
| USDU | FXE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.54% | -43.33% | +28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -5.36% | -5.02% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -9.28% | -22.70% | +13.42% |
Max Drawdown (10Y)Largest decline over 10 years | -14.54% | -26.46% | +11.92% |
Current DrawdownCurrent decline from peak | -2.29% | -28.19% | +25.90% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -22.26% | +17.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 1.89% | +0.97% |
Volatility
USDU vs. FXE - Volatility Comparison
The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.85%, while Invesco CurrencyShares® Euro Currency Trust (FXE) has a volatility of 2.19%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than FXE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USDU | FXE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 2.19% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 4.20% | 4.24% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.86% | 7.65% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.65% | 7.70% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.49% | 7.37% | +0.12% |