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XC vs. UUP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XC vs. UUP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Emerging Markets ex-China Fund (XC) and Invesco DB US Dollar Index Bullish Fund (UUP). The values are adjusted to include any dividend payments, if applicable.

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XC vs. UUP - Yearly Performance Comparison


2026 (YTD)2025202420232022
XC
WisdomTree Emerging Markets ex-China Fund
-3.53%18.19%5.49%21.31%1.49%
UUP
Invesco DB US Dollar Index Bullish Fund
2.77%-4.99%13.50%3.63%-6.02%

Returns By Period

In the year-to-date period, XC achieves a -3.53% return, which is significantly lower than UUP's 2.77% return.


XC

1D
3.04%
1M
-8.43%
YTD
-3.53%
6M
0.10%
1Y
17.84%
3Y*
11.68%
5Y*
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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XC vs. UUP - Expense Ratio Comparison

XC has a 0.32% expense ratio, which is lower than UUP's 0.75% expense ratio.


Return for Risk

XC vs. UUP — Risk / Return Rank

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

XC
XC Risk / Return Rank: 5858
Overall Rank
XC Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
XC Sortino Ratio Rank: 6363
Sortino Ratio Rank
XC Omega Ratio Rank: 5959
Omega Ratio Rank
XC Calmar Ratio Rank: 5555
Calmar Ratio Rank
XC Martin Ratio Rank: 5454
Martin Ratio Rank

UUP
UUP Risk / Return Rank: 1414
Overall Rank
UUP Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
UUP Sortino Ratio Rank: 1313
Sortino Ratio Rank
UUP Omega Ratio Rank: 1313
Omega Ratio Rank
UUP Calmar Ratio Rank: 1515
Calmar Ratio Rank
UUP Martin Ratio Rank: 1414
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.

XC vs. UUP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets ex-China Fund (XC) and Invesco DB US Dollar Index Bullish Fund (UUP). 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.


XCUUPDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.09

+0.98

Sortino ratio

Return per unit of downside risk

1.59

0.17

+1.42

Omega ratio

Gain probability vs. loss probability

1.22

1.02

+0.20

Calmar ratio

Return relative to maximum drawdown

1.39

0.13

+1.27

Martin ratio

Return relative to average drawdown

5.13

0.24

+4.89

XC vs. UUP - Sharpe Ratio Comparison

The current XC Sharpe Ratio is 1.07, which is higher than the UUP Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of XC and UUP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


XCUUPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.09

+0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.20

+0.56

Correlation

The correlation between XC and UUP is -0.44. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

XC vs. UUP - Dividend Comparison

XC's dividend yield for the trailing twelve months is around 12.42%, more than UUP's 3.34% yield.


TTM202520242023202220212020201920182017
XC
WisdomTree Emerging Markets ex-China Fund
12.42%11.74%1.49%1.42%0.57%0.00%0.00%0.00%0.00%0.00%
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%

Drawdowns

XC vs. UUP - Drawdown Comparison

The maximum XC drawdown since its inception was -20.97%, smaller than the maximum UUP drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for XC and UUP.


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Drawdown Indicators


XCUUPDifference

Max Drawdown

Largest peak-to-trough decline

-20.97%

-22.19%

+1.22%

Max Drawdown (1Y)

Largest decline over 1 year

-12.47%

-6.02%

-6.45%

Max Drawdown (5Y)

Largest decline over 5 years

-10.37%

Max Drawdown (10Y)

Largest decline over 10 years

-14.24%

Current Drawdown

Current decline from peak

-9.41%

-3.76%

-5.65%

Average Drawdown

Average peak-to-trough decline

-3.99%

-8.96%

+4.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.39%

3.20%

+0.19%

Volatility

XC vs. UUP - Volatility Comparison

WisdomTree Emerging Markets ex-China Fund (XC) has a higher volatility of 7.82% compared to Invesco DB US Dollar Index Bullish Fund (UUP) at 2.10%. This indicates that XC's price experiences larger fluctuations and is considered to be riskier than UUP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XCUUPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.82%

2.10%

+5.72%

Volatility (6M)

Calculated over the trailing 6-month period

10.76%

4.17%

+6.59%

Volatility (1Y)

Calculated over the trailing 1-year period

16.80%

7.41%

+9.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.73%

7.24%

+8.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.73%

6.99%

+8.74%