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USDU vs. QGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USDU vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USDU achieves a 1.78% return, which is significantly lower than QGRW's 15.43% 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%

QGRW

1D
0.00%
1M
8.02%
YTD
15.43%
6M
14.33%
1Y
35.04%
3Y*
29.12%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USDU vs. QGRW - Yearly Performance Comparison


2026 (YTD)2025202420232022
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
1.78%-3.14%14.56%3.10%-1.38%
QGRW
WisdomTree U.S. Quality Growth Fund
15.43%19.20%34.85%56.05%-3.30%

Correlation

The correlation between USDU and QGRW is -0.30, 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

-0.30

Correlation (3Y)
Calculated over the trailing 3-year period

-0.22

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2022

-0.23

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Return for Risk

USDU vs. QGRW — Risk / Return Rank

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

USDU
USDU Risk / Return Rank: 2424
Overall Rank
USDU Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
USDU Sortino Ratio Rank: 2323
Sortino Ratio Rank
USDU Omega Ratio Rank: 2323
Omega Ratio Rank
USDU Calmar Ratio Rank: 2727
Calmar Ratio Rank
USDU Martin Ratio Rank: 2525
Martin Ratio Rank

QGRW
QGRW Risk / Return Rank: 5555
Overall Rank
QGRW Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 5858
Sortino Ratio Rank
QGRW Omega Ratio Rank: 5858
Omega Ratio Rank
QGRW Calmar Ratio Rank: 4747
Calmar Ratio Rank
QGRW Martin Ratio Rank: 5353
Martin Ratio Rank
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. QGRW - 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 U.S. Quality Growth Fund (QGRW). 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.


USDUQGRWDifference
Sharpe ratioReturn per unit of total volatility

-1.22

Sortino ratioReturn per unit of downside risk

-1.51

Omega ratioGain probability vs. loss probability

1.14

1.35

-0.21

Calmar ratioReturn relative to maximum drawdown

1.24

2.28

-1.05

Martin ratioReturn relative to average drawdown

3.36

8.92

-5.57

USDU vs. QGRW - Sharpe Ratio Comparison

The current USDU Sharpe Ratio is 0.80, which is lower than the QGRW Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of USDU and QGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


USDUQGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

2.02

-1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

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

1.65

-1.22

Drawdowns

USDU vs. QGRW - Drawdown Comparison

The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for USDU and QGRW.


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Drawdown Indicators


USDUQGRWDifference

Max Drawdown

Largest peak-to-trough decline

-14.54%

-24.40%

+9.86%

Max Drawdown (1Y)

Largest decline over 1 year

-3.64%

-15.44%

+11.80%

Max Drawdown (3Y)

Largest decline over 3 years

-7.73%

-24.40%

+16.67%

Max Drawdown (5Y)

Largest decline over 5 years

-9.28%

Max Drawdown (10Y)

Largest decline over 10 years

-14.54%

Current Drawdown

Current decline from peak

-2.36%

-1.33%

-1.03%

Average Drawdown

Average peak-to-trough decline

-4.72%

-3.26%

-1.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.34%

3.94%

-2.60%

Volatility

USDU vs. QGRW - Volatility Comparison

The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.25%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 4.69%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USDUQGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.25%

4.69%

-3.44%

Volatility (6M)

Calculated over the trailing 6-month period

4.31%

13.67%

-9.36%

Volatility (1Y)

Calculated over the trailing 1-year period

5.63%

17.39%

-11.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.62%

21.07%

-14.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.46%

21.07%

-13.61%

USDU vs. QGRW - Expense Ratio Comparison

USDU has a 0.51% expense ratio, which is higher than QGRW's 0.28% expense ratio.


Dividends

USDU vs. QGRW - Dividend Comparison

USDU's dividend yield for the trailing twelve months is around 3.76%, more than QGRW's 0.07% yield.


PositionTTM20252024202320222021202020192018201720162015
QGRW
WisdomTree U.S. Quality Growth Fund
0.07%0.09%0.14%0.11%0.00%0.00%0.00%0.00%0.00%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 QGRW have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QGRW has higher volatility (4.69%) compared to USDU (1.25%). In terms of maximum drawdown, USDU dropped -14.54% vs QGRW's -24.40%.

On 3-year performance, QGRW leads with 29.12% vs 4.54% for USDU. On fees, QGRW is cheaper at 0.28% 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 3-year period, QGRW has performed better with a 29.12% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QGRW is cheaper with a 0.28% expense ratio, compared with 0.51% for USDU.

USDU has the higher dividend yield at 3.76%, compared with 0.07% for QGRW.

USDU is categorized as Currency, while QGRW is Large Cap Growth Equities. Their fees differ too: 0.51% for USDU and 0.28% for QGRW.

QGRW currently has the higher Sharpe Ratio (2.02 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.

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