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UUP vs. XSB.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UUP vs. XSB.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DB US Dollar Index Bullish Fund (UUP) and iShares Core Canadian Short Term Bond Index ETF (XSB.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

UUP is traded in USD, while XSB.TO is traded in CAD. To make them comparable, the XSB.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, UUP achieves a 3.40% return, which is significantly higher than XSB.TO's -0.83% return. Over the past 10 years, UUP has outperformed XSB.TO with an annualized return of 3.13%, while XSB.TO has yielded a comparatively lower 1.10% annualized return.


UUP

1D
0.00%
1M
1.19%
YTD
3.40%
6M
3.41%
1Y
6.38%
3Y*
4.21%
5Y*
5.89%
10Y*
3.13%

XSB.TO

1D
-0.18%
1M
-1.11%
YTD
-0.83%
6M
-0.03%
1Y
0.52%
3Y*
3.42%
5Y*
-0.85%
10Y*
1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UUP vs. XSB.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UUP
Invesco DB US Dollar Index Bullish Fund
3.40%-4.99%13.50%3.63%9.46%5.73%-6.66%4.09%7.05%-9.10%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
-0.83%8.66%-2.39%7.22%-9.76%-1.06%7.75%7.64%-6.28%7.40%

Correlation

The correlation between UUP and XSB.TO is -0.19, 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

-0.19

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

-0.20

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

-0.16

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

-0.11

Correlation (All Time)
Calculated using the full available price history since Mar 1, 2007

-0.18

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Return for Risk

UUP vs. XSB.TO — Risk / Return Rank

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

UUP
UUP Risk / Return Rank: 3636
Overall Rank
UUP Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
UUP Sortino Ratio Rank: 3434
Sortino Ratio Rank
UUP Omega Ratio Rank: 3333
Omega Ratio Rank
UUP Calmar Ratio Rank: 4242
Calmar Ratio Rank
UUP Martin Ratio Rank: 3636
Martin Ratio Rank

XSB.TO
XSB.TO Risk / Return Rank: 5454
Overall Rank
XSB.TO Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
XSB.TO Sortino Ratio Rank: 5555
Sortino Ratio Rank
XSB.TO Omega Ratio Rank: 6060
Omega Ratio Rank
XSB.TO Calmar Ratio Rank: 5050
Calmar Ratio Rank
XSB.TO Martin Ratio Rank: 4949
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.

UUP vs. XSB.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DB US Dollar Index Bullish Fund (UUP) and iShares Core Canadian Short Term Bond Index ETF (XSB.TO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


UUPXSB.TODifference
Sharpe ratioReturn per unit of total volatility

+0.91

Sortino ratioReturn per unit of downside risk

+1.26

Omega ratioGain probability vs. loss probability

1.20

1.04

+0.16

Calmar ratioReturn relative to maximum drawdown

1.83

0.28

+1.55

Martin ratioReturn relative to average drawdown

4.89

0.67

+4.22

UUP vs. XSB.TO - Sharpe Ratio Comparison

The current UUP Sharpe Ratio is 1.11, which is higher than the XSB.TO Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of UUP and XSB.TO, 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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Drawdowns

UUP vs. XSB.TO - Drawdown Comparison

The maximum UUP drawdown since its inception was -22.19%, smaller than the maximum XSB.TO drawdown of -28.27%. Use the drawdown chart below to compare losses from any high point for UUP and XSB.TO.


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Drawdown Indicators


UUPXSB.TODifference

Max Drawdown

Largest peak-to-trough decline

-22.19%

-28.27%

+6.08%

Max Drawdown (1Y)

Largest decline over 1 year

-3.65%

-3.40%

-0.25%

Max Drawdown (3Y)

Largest decline over 3 years

-10.05%

-7.05%

-3.00%

Max Drawdown (5Y)

Largest decline over 5 years

-10.37%

-17.85%

+7.48%

Max Drawdown (10Y)

Largest decline over 10 years

-14.24%

-18.49%

+4.25%

Current Drawdown

Current decline from peak

-3.17%

-8.46%

+5.29%

Average Drawdown

Average peak-to-trough decline

-8.91%

-11.08%

+2.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.36%

1.43%

-0.07%

Volatility

UUP vs. XSB.TO - Volatility Comparison

Invesco DB US Dollar Index Bullish Fund (UUP) has a higher volatility of 1.24% compared to iShares Core Canadian Short Term Bond Index ETF (XSB.TO) at 1.18%. This indicates that UUP's price experiences larger fluctuations and is considered to be riskier than XSB.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UUPXSB.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

1.24%

1.18%

+0.06%

Volatility (6M)

Calculated over the trailing 6-month period

4.23%

3.67%

+0.56%

Volatility (1Y)

Calculated over the trailing 1-year period

6.07%

4.74%

+1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.22%

6.84%

+0.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.96%

7.24%

-0.28%

UUP vs. XSB.TO - Expense Ratio Comparison

UUP has a 0.75% expense ratio, which is higher than XSB.TO's 0.10% expense ratio.


Dividends

UUP vs. XSB.TO - Dividend Comparison

UUP's dividend yield for the trailing twelve months is around 3.32%, more than XSB.TO's 3.10% yield.


PositionTTM20252024202320222021202020192018201720162015
UUP
Invesco DB US Dollar Index Bullish Fund
3.32%3.43%4.48%6.44%0.89%0.00%0.00%2.03%1.08%0.10%0.00%0.00%
XSB.TO
iShares Core Canadian Short Term Bond Index ETF
3.10%3.15%3.05%2.67%2.28%2.05%2.21%2.39%2.39%2.36%2.36%2.50%

Frequently Asked Questions


UUP and XSB.TO have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XSB.TO is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XSB.TO is cheaper with a 0.10% expense ratio, compared with 0.75% for UUP.

UUP is categorized as Currency, while XSB.TO is Canadian Government Bonds. UUP tracks Deutsche Bank Long US Dollar Index (USDX) Futures Index, while XSB.TO tracks Morningstar Can 1-5Y Core Bd GR CAD. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.75% for UUP and 0.10% for XSB.TO.

Portfolio Optimizer

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