USDU vs. JDST
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) and JDST (Direxion Daily Junior Gold Miners Index Bear 2X Shares) are both exchange-traded funds - USDU is a Currency fund actively managed by WisdomTree, while JDST is a Leveraged Equities fund tracking the MVIS Global Junior Gold Miners Index (-300%). USDU is actively managed, while JDST is passively managed. Over the past 10 years, USDU returned 2.70%/yr vs -64.39%/yr for JDST. At a 0.43 correlation, their price movements are largely independent. USDU charges 0.51%/yr vs 1.10%/yr for JDST.
Performance
USDU vs. JDST - Performance Comparison
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Returns By Period
In the year-to-date period, USDU achieves a 1.78% return, which is significantly higher than JDST's -31.51% return. Over the past 10 years, USDU has outperformed JDST with an annualized return of 2.70%, while JDST has yielded a comparatively lower -64.39% annualized 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%
JDST
- 1D
- -1.82%
- 1M
- -4.82%
- YTD
- -31.51%
- 6M
- -43.71%
- 1Y
- -80.47%
- 3Y*
- -68.23%
- 5Y*
- -51.98%
- 10Y*
- -64.39%
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 | 1.78% | -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 | -31.51% | -91.10% | -40.98% | -28.29% | -26.25% | 10.97% | -95.97% | -80.30% | -1.60% | -63.44% |
Correlation
The correlation between USDU and JDST is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2013 | 0.43 |
The correlation between USDU and JDST has been stable across timeframes, ranging from 0.43 to 0.51 - a consistent structural relationship.
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Return for Risk
USDU vs. JDST — Risk / Return Rank
USDU
JDST
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 ratioReturn per unit of total volatility | +1.62 | ||
| Sortino ratioReturn per unit of downside risk | +2.89 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 0.82 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.91 | +2.14 |
| Martin ratioReturn relative to average drawdown | 3.36 | -1.23 | +4.58 |
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 | JDST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | -0.82 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | -0.64 | +1.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | -0.62 | +0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | -0.59 | +1.03 |
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.
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Drawdown Indicators
| USDU | JDST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.54% | -100.00% | +85.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -88.98% | +85.34% |
Max Drawdown (3Y)Largest decline over 3 years | -7.73% | -98.58% | +90.85% |
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 DrawdownCurrent decline from peak | -2.36% | -100.00% | +97.64% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -95.33% | +90.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 65.62% | -64.28% |
Volatility
USDU vs. JDST - Volatility Comparison
The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.25%, while Direxion Daily Junior Gold Miners Index Bear 2X Shares (JDST) has a volatility of 33.15%. 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.
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Volatility by Period
| USDU | JDST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 33.15% | -31.90% |
Volatility (6M)Calculated over the trailing 6-month period | 4.31% | 79.70% | -75.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.63% | 98.60% | -92.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.62% | 80.85% | -74.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 104.74% | -97.28% |
USDU vs. JDST - Expense Ratio Comparison
USDU has a 0.51% expense ratio, which is lower than JDST's 1.10% expense ratio.
Dividends
USDU vs. JDST - Dividend Comparison
USDU's dividend yield for the trailing twelve months is around 3.76%, less than JDST's 11.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDST Direxion Daily Junior Gold Miners Index Bear 2X Shares | 11.74% | 15.08% | 6.50% | 4.81% | 0.00% | 0.00% | 11.75% | 3.16% | 0.57% | 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 JDST have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JDST has higher volatility (33.15%) compared to USDU (1.25%). In terms of maximum drawdown, USDU dropped -14.54% vs JDST's -100.00%.
On 10-year performance, USDU leads with 2.70% vs -64.39% for JDST. 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 10-year period, USDU has performed better with a 2.70% return vs -64.39%. 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 1.10% for JDST.
JDST has the higher dividend yield at 11.74%, compared with 3.76% for USDU.
USDU is categorized as Currency, while JDST is Leveraged Equities. They also come from different issuers: WisdomTree and Direxion. Their fees differ too: 0.51% for USDU and 1.10% for JDST.
USDU currently has the higher Sharpe Ratio (0.80 vs -0.82), 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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