UUP vs. USDU
Compare and contrast key facts about Invesco DB US Dollar Index Bullish Fund (UUP) and WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU).
UUP and USDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. USDU is an actively managed fund by WisdomTree. It was launched on Dec 18, 2013.
Performance
UUP vs. USDU - Performance Comparison
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UUP vs. USDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UUP Invesco DB US Dollar Index Bullish Fund | 2.77% | -4.99% | 13.50% | 3.63% | 9.46% | 5.73% | -6.66% | 4.09% | 7.05% | -9.10% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 2.05% | -3.14% | 14.56% | 3.10% | 7.67% | 4.07% | -5.43% | 1.54% | 5.40% | -7.44% |
Returns By Period
In the year-to-date period, UUP achieves a 2.77% return, which is significantly higher than USDU's 2.05% return. Over the past 10 years, UUP has outperformed USDU with an annualized return of 3.09%, while USDU has yielded a comparatively lower 2.72% annualized return.
UUP
- 1D
- -0.71%
- 1M
- 2.58%
- YTD
- 2.77%
- 6M
- 4.43%
- 1Y
- 0.66%
- 3Y*
- 4.64%
- 5Y*
- 5.20%
- 10Y*
- 3.09%
USDU
- 1D
- -0.60%
- 1M
- 3.62%
- YTD
- 2.05%
- 6M
- 3.61%
- 1Y
- 0.30%
- 3Y*
- 5.27%
- 5Y*
- 4.95%
- 10Y*
- 2.72%
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UUP vs. USDU - Expense Ratio Comparison
UUP has a 0.75% expense ratio, which is higher than USDU's 0.51% expense ratio.
Return for Risk
UUP vs. USDU — Risk / Return Rank
UUP
USDU
UUP vs. USDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DB US Dollar Index Bullish Fund (UUP) and WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU). 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.
| UUP | USDU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 0.04 | +0.05 |
Sortino ratioReturn per unit of downside risk | 0.17 | 0.11 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.01 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.08 | +0.05 |
Martin ratioReturn relative to average drawdown | 0.24 | 0.14 | +0.10 |
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
| UUP | USDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 0.04 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.75 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.36 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.44 | -0.24 |
Correlation
The correlation between UUP and USDU is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UUP vs. USDU - Dividend Comparison
UUP's dividend yield for the trailing twelve months is around 3.34%, less than USDU's 3.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UUP Invesco DB US Dollar Index Bullish Fund | 3.34% | 3.43% | 4.48% | 6.44% | 0.89% | 0.00% | 0.00% | 2.03% | 1.08% | 0.10% | 0.00% | 0.00% |
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund | 3.75% | 3.83% | 3.97% | 6.99% | 7.83% | 0.00% | 0.69% | 3.06% | 0.88% | 0.00% | 0.00% | 6.48% |
Drawdowns
UUP vs. USDU - Drawdown Comparison
The maximum UUP drawdown since its inception was -22.19%, which is greater than USDU's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for UUP and USDU.
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Drawdown Indicators
| UUP | USDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.19% | -14.54% | -7.65% |
Max Drawdown (1Y)Largest decline over 1 year | -6.02% | -5.36% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -10.37% | -9.28% | -1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -14.24% | -14.54% | +0.30% |
Current DrawdownCurrent decline from peak | -3.76% | -2.10% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -8.96% | -4.74% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.95% | +0.25% |
Volatility
UUP vs. USDU - Volatility Comparison
Invesco DB US Dollar Index Bullish Fund (UUP) has a higher volatility of 2.10% compared to WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) at 1.87%. This indicates that UUP's price experiences larger fluctuations and is considered to be riskier than USDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UUP | USDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 1.87% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 4.17% | 4.19% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.41% | 6.86% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.24% | 6.65% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.99% | 7.49% | -0.50% |