USDU vs. JDST

Last updated Apr 2, 2026

Compare and contrast key facts about WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST).

USDU and JDST 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. JDST is a passively managed fund by Direxion that tracks the performance of the MVIS Global Junior Gold Miners Index (-300%). It was launched on Apr 1, 2020.

Performance

USDU vs. JDST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST). The values are adjusted to include any dividend payments, if applicable.

USDU vs. JDST - 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%
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares	-38.98%	-91.10%	-40.98%	-28.29%	-26.25%	10.97%	-95.97%	-80.30%	-1.60%	-63.44%

Returns By Period

In the year-to-date period, USDU achieves a 1.86% return, which is significantly higher than JDST's -38.98% return. Over the past 10 years, USDU has outperformed JDST with an annualized return of 2.70%, while JDST has yielded a comparatively lower -69.53% 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%

JDST

• 1D: -8.84%
• 1M: 36.01%
• YTD: -38.98%
• 6M: -61.61%
• 1Y: -89.86%
• 3Y*: -68.79%
• 5Y*: -56.16%
• 10Y*: -69.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

USDU vs. JDST - Expense Ratio Comparison

USDU has a 0.51% expense ratio, which is lower than JDST's 1.10% expense ratio.

JDST

Direxion Daily Junior Gold Miners Index Bear 2X Shares

USDU

WisdomTree Bloomberg U.S. Dollar Bullish Fund

Return for Risk

USDU vs. JDST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USDU

USDU Risk / Return Rank: 12
USDU Sharpe Ratio Rank: 13
USDU Sortino Ratio Rank: 12
USDU Omega Ratio Rank: 11
USDU Calmar Ratio Rank: 12
USDU Martin Ratio Rank: 12

JDST

JDST Risk / Return Rank: 1
JDST Sharpe Ratio Rank: 1
JDST Sortino Ratio Rank: 0
JDST Omega Ratio Rank: 0
JDST Calmar Ratio Rank: 0
JDST Martin Ratio Rank: 2

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USDU vs. JDST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST). 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	JDST	Difference
Sharpe ratio Return per unit of total volatility	0.08	-0.89	+0.97
Sortino ratio Return per unit of downside risk	0.16	-2.48	+2.63
Omega ratio Gain probability vs. loss probability	1.02	0.74	+0.28
Calmar ratio Return relative to maximum drawdown	0.02	-0.95	+0.97
Martin ratio Return relative to average drawdown	0.04	-1.26	+1.30
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

USDU vs. JDST - Sharpe Ratio Comparison

The current USDU Sharpe Ratio is 0.08, which is higher than the JDST Sharpe Ratio of -0.89. The chart below compares the historical Sharpe Ratios of USDU and JDST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	USDU	JDST	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.08	-0.89	+0.97
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.74	-0.71	+1.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.36	-0.65	+1.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	-0.60	+1.04

Correlation

The correlation between USDU and JDST is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

USDU vs. JDST - Dividend Comparison

USDU's dividend yield for the trailing twelve months is around 3.76%, less than JDST's 13.18% 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%
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares	13.18%	15.08%	6.50%	4.81%	0.00%	0.00%	11.75%	3.16%	0.57%	0.00%	0.00%	0.00%

Drawdowns

USDU vs. JDST - Drawdown Comparison

The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum JDST drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for USDU and JDST.

Drawdown Indicators

	USDU	JDST	Difference
Max Drawdown Largest peak-to-trough decline	-14.54%	-100.00%	+85.46%
Max Drawdown (1Y) Largest decline over 1 year	-5.36%	-94.07%	+88.71%
Max Drawdown (5Y) Largest decline over 5 years	-9.28%	-99.28%	+90.00%
Max Drawdown (10Y) Largest decline over 10 years	-14.54%	-100.00%	+85.46%
Current Drawdown Current decline from peak	-2.29%	-100.00%	+97.71%
Average Drawdown Average peak-to-trough decline	-4.74%	-95.26%	+90.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.86%	71.43%	-68.57%

Volatility

USDU vs. JDST - Volatility Comparison

The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.85%, while Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) has a volatility of 38.62%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than JDST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	USDU	JDST	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.85%	38.62%	-36.77%
Volatility (6M) Calculated over the trailing 6-month period	4.20%	81.85%	-77.65%
Volatility (1Y) Calculated over the trailing 1-year period	6.86%	100.96%	-94.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.65%	79.84%	-73.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.49%	107.20%	-99.71%