UUP vs. PHIYX
Compare and contrast key facts about Invesco DB US Dollar Index Bullish Fund (UUP) and PIMCO High Yield Fund (PHIYX).
UUP is a passively managed fund by Invesco that tracks the performance of the Deutsche Bank Long US Dollar Index (USDX) Futures Index. It was launched on Feb 20, 2007. PHIYX is managed by PIMCO. It was launched on Dec 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UUP or PHIYX.
Correlation
The correlation between UUP and PHIYX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UUP vs. PHIYX - Performance Comparison
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Key characteristics
UUP:
0.16
PHIYX:
1.94
UUP:
0.27
PHIYX:
2.72
UUP:
1.03
PHIYX:
1.41
UUP:
0.14
PHIYX:
2.08
UUP:
0.39
PHIYX:
8.58
UUP:
3.30%
PHIYX:
0.84%
UUP:
7.56%
PHIYX:
3.83%
UUP:
-22.19%
PHIYX:
-32.73%
UUP:
-6.83%
PHIYX:
-0.38%
Returns By Period
In the year-to-date period, UUP achieves a -5.47% return, which is significantly lower than PHIYX's 1.54% return. Over the past 10 years, UUP has underperformed PHIYX with an annualized return of 2.77%, while PHIYX has yielded a comparatively higher 3.95% annualized return.
UUP
-5.47%
1.31%
-2.53%
1.17%
2.82%
2.77%
PHIYX
1.54%
2.95%
2.03%
7.37%
5.02%
3.95%
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UUP vs. PHIYX - Expense Ratio Comparison
UUP has a 0.75% expense ratio, which is higher than PHIYX's 0.56% expense ratio.
Risk-Adjusted Performance
UUP vs. PHIYX — Risk-Adjusted Performance Rank
UUP
PHIYX
UUP vs. PHIYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DB US Dollar Index Bullish Fund (UUP) and PIMCO High Yield Fund (PHIYX). 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.
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Dividends
UUP vs. PHIYX - Dividend Comparison
UUP's dividend yield for the trailing twelve months is around 4.74%, less than PHIYX's 6.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UUP Invesco DB US Dollar Index Bullish Fund | 4.74% | 4.48% | 6.45% | 0.89% | 0.00% | 0.00% | 2.03% | 1.08% | 0.10% | 0.00% | 0.00% | 0.00% |
PHIYX PIMCO High Yield Fund | 6.23% | 6.18% | 5.62% | 5.42% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 6.16% | 6.58% |
Drawdowns
UUP vs. PHIYX - Drawdown Comparison
The maximum UUP drawdown since its inception was -22.19%, smaller than the maximum PHIYX drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for UUP and PHIYX. For additional features, visit the drawdowns tool.
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Volatility
UUP vs. PHIYX - Volatility Comparison
Invesco DB US Dollar Index Bullish Fund (UUP) has a higher volatility of 3.03% compared to PIMCO High Yield Fund (PHIYX) at 1.23%. This indicates that UUP's price experiences larger fluctuations and is considered to be riskier than PHIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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