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USDU vs. VIG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

USDU vs. VIG

Last updated Jun 9, 2026

USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) and VIG (Vanguard Dividend Appreciation ETF) are both exchange-traded funds - USDU is a Currency fund actively managed by WisdomTree, while VIG is a Dividend fund tracking the S&P U.S. Dividend Growers Index. USDU is actively managed, while VIG is passively managed. Over the past 10 years, USDU returned 2.77%/yr vs 13.05%/yr for VIG. At a correlation of -0.20, they often move in opposite directions. USDU charges 0.51%/yr vs 0.04%/yr for VIG.

Performance

USDU vs. VIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Vanguard Dividend Appreciation ETF (VIG). 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 2.56% return, which is significantly lower than VIG's 6.58% return. Over the past 10 years, USDU has underperformed VIG with an annualized return of 2.77%, while VIG has yielded a comparatively higher 13.05% annualized return.

USDU

1D
-0.08%
1M
2.52%
YTD
2.56%
6M
2.09%
1Y
5.00%
3Y*
4.92%
5Y*
5.68%
10Y*
2.77%

VIG

1D
0.03%
1M
2.32%
YTD
6.58%
6M
6.47%
1Y
18.31%
3Y*
16.04%
5Y*
10.62%
10Y*
13.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USDU vs. VIG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund		2.56%-3.14%14.56%3.10%7.67%4.07%-5.43%1.54%5.40%-7.44%
VIG
Vanguard Dividend Appreciation ETF		6.58%14.17%16.99%14.51%-9.80%23.76%15.43%29.62%-2.08%22.22%

Correlation

The correlation between USDU and VIG is -0.38, 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

-0.38

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

-0.30

Correlation (5Y)
Calculated over the trailing 5-year period

-0.34

Correlation (10Y)
Calculated over the trailing 10-year period

-0.24

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2013

-0.20

The correlation between USDU and VIG shifts across timeframes, from -0.38 (1 year) to -0.20 (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.

WisdomTree Bloomberg U.S. Dollar Bullish Fund

Vanguard Dividend Appreciation ETF

Often compared with USDU:
USDU vs. UUPUSDU vs. FTGCUSDU vs. FLLAUSDU vs. ^DXYUSDU vs. EURUSD=XUSDU vs. VOOUSDU vs. GOLD
Often compared with VIG:
VIG vs. SCHDVIG vs. VYMVIG vs. VOOVIG vs. DGROVIG vs. VDIGXVIG vs. VTIVIG vs. VTV

Return for Risk

USDU vs. VIG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USDU
USDU Risk / Return Rank: 2828
Overall Rank
USDU Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
USDU Sortino Ratio Rank: 2727
Sortino Ratio Rank
USDU Omega Ratio Rank: 2626
Omega Ratio Rank
USDU Calmar Ratio Rank: 3131
Calmar Ratio Rank
USDU Martin Ratio Rank: 2828
Martin Ratio Rank
VIG
VIG Risk / Return Rank: 5858
Overall Rank
VIG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VIG Sortino Ratio Rank: 6464
Sortino Ratio Rank
VIG Omega Ratio Rank: 5858
Omega Ratio Rank
VIG Calmar Ratio Rank: 5252
Calmar Ratio Rank
VIG Martin Ratio Rank: 5858
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. VIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Vanguard Dividend Appreciation ETF (VIG). 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.

USDUVIGDifference
Sharpe ratioReturn per unit of total volatility
0.89
1.82

-0.94

Sortino ratioReturn per unit of downside risk
1.33
2.65

-1.32

Omega ratioGain probability vs. loss probability

1.16

1.33

-0.17

Calmar ratioReturn relative to maximum drawdown

1.38

2.33

-0.95

Martin ratioReturn relative to average drawdown

3.74

9.37

-5.63

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. VIG - Sharpe Ratio Comparison

The current USDU Sharpe Ratio is 0.89, which is lower than the VIG Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of USDU and VIG, 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

USDUVIGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

1.82

-0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

0.75

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.82

-0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.60

-0.15

Drawdowns

USDU vs. VIG - Drawdown Comparison

The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for USDU and VIG.

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Drawdown Indicators

USDUVIGDifference

Max Drawdown

Largest peak-to-trough decline

-14.54%

-46.81%

+32.27%

Max Drawdown (1Y)

Largest decline over 1 year

-3.64%

-7.91%

+4.27%

Max Drawdown (3Y)

Largest decline over 3 years

-7.73%

-14.95%

+7.22%

Max Drawdown (5Y)

Largest decline over 5 years

-9.28%

-20.39%

+11.11%

Max Drawdown (10Y)

Largest decline over 10 years

-14.54%

-31.72%

+17.18%

Current Drawdown

Current decline from peak

-1.62%

-1.34%

-0.28%

Average Drawdown

Average peak-to-trough decline

-4.72%

-5.51%

+0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.34%

1.96%

-0.62%

Volatility

USDU vs. VIG - Volatility Comparison

The current volatility for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is 1.28%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 2.42%. This indicates that USDU experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

USDUVIGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.28%

2.42%

-1.14%

Volatility (6M)

Calculated over the trailing 6-month period

4.36%

7.68%

-3.32%

Volatility (1Y)

Calculated over the trailing 1-year period

5.67%

10.10%

-4.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.63%

14.24%

-7.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.46%

16.06%

-8.60%

USDU vs. VIG - Expense Ratio Comparison

USDU has a 0.51% expense ratio, which is higher than VIG's 0.04% expense ratio.

Dividends

USDU vs. VIG - Dividend Comparison

USDU's dividend yield for the trailing twelve months is around 3.74%, more than VIG's 1.48% yield.

PositionTTM20252024202320222021202020192018201720162015
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund		3.74%3.83%3.97%6.99%7.83%0.00%0.69%3.06%0.88%0.00%0.00%6.48%
VIG
Vanguard Dividend Appreciation ETF		1.48%1.62%1.73%1.88%1.96%1.55%1.63%1.71%2.08%1.88%2.14%2.34%

Frequently Asked Questions

USDU and VIG have a correlation of -0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIG has higher volatility (2.42%) compared to USDU (1.28%). In terms of maximum drawdown, USDU dropped -14.54% vs VIG's -46.81%.

On 10-year performance, VIG leads with 13.05% vs 2.77% for USDU. On fees, VIG is cheaper at 0.04% per year. On volatility, USDU has been the lower-risk option at 1.28%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VIG has performed better with a 13.05% return vs 2.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VIG is cheaper with a 0.04% expense ratio, compared with 0.51% for USDU.

USDU has the higher dividend yield at 3.74%, compared with 1.48% for VIG.

USDU is categorized as Currency, while VIG is Dividend. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.51% for USDU and 0.04% for VIG.

VIG currently has the higher Sharpe Ratio (1.82 vs 0.89), 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.

Portfolio Optimizer

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