VIG vs. USDU
VIG (Vanguard Dividend Appreciation ETF) and USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) are both exchange-traded funds - VIG is a Dividend fund tracking the S&P U.S. Dividend Growers Index, while USDU is a Currency fund actively managed by WisdomTree. VIG is passively managed, while USDU is actively managed. Over the past 10 years, VIG returned 13.05%/yr vs 2.77%/yr for USDU. At a correlation of -0.20, they often move in opposite directions. VIG charges 0.04%/yr vs 0.51%/yr for USDU.
Performance
VIG vs. USDU - Performance Comparison
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Returns By Period
In the year-to-date period, VIG achieves a 6.58% return, which is significantly higher than USDU's 2.56% return. Over the past 10 years, VIG has outperformed USDU with an annualized return of 13.05%, while USDU has yielded a comparatively lower 2.77% annualized return.
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%
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 vs. USDU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between VIG and USDU 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 VIG and USDU shifts across timeframes, from -0.38 (1 year) to -0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VIG vs. USDU — Risk / Return Rank
VIG
USDU
VIG vs. USDU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) 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.
| VIG | USDU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.94 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.16 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.38 | +0.95 |
| Martin ratioReturn relative to average drawdown | 9.37 | 3.74 | +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. | |||
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Sharpe Ratios by Period
| VIG | USDU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.89 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.86 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.37 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.44 | +0.15 |
Drawdowns
VIG vs. USDU - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, which is greater than USDU's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for VIG and USDU.
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Drawdown Indicators
| VIG | USDU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.81% | -14.54% | -32.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -3.64% | -4.27% |
Max Drawdown (3Y)Largest decline over 3 years | -14.95% | -7.73% | -7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -9.28% | -11.11% |
Max Drawdown (10Y)Largest decline over 10 years | -31.72% | -14.54% | -17.18% |
Current DrawdownCurrent decline from peak | -1.34% | -1.62% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -5.51% | -4.72% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 1.34% | +0.62% |
Volatility
VIG vs. USDU - Volatility Comparison
Vanguard Dividend Appreciation ETF (VIG) has a higher volatility of 2.42% compared to WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) at 1.28%. This indicates that VIG'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
| VIG | USDU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 1.28% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.68% | 4.36% | +3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 5.67% | +4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.24% | 6.63% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 7.46% | +8.60% |
VIG vs. USDU - Expense Ratio Comparison
VIG has a 0.04% expense ratio, which is lower than USDU's 0.51% expense ratio.
Dividends
VIG vs. USDU - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.48%, less than USDU's 3.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
VIG and USDU 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, VIG dropped -46.81% vs USDU's -14.54%.
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.
VIG is categorized as Dividend, while USDU is Currency. They also come from different issuers: Vanguard and WisdomTree. Their fees differ too: 0.04% for VIG and 0.51% for USDU.
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.
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