AEF vs USDU

Comparison between abrdn Emerging Markets Equity Income Fund Inc (AEF, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceAEF has outperformed USDU, delivering a return of +8.2% compared to +5.6%

AEF vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AEF(ETF)	USDU(ETF)
Net Assets	$396M	$396M
Expense Ratio	N/A	0.51%
Max Drawdown	83.50%	16.80%
Sharpe Ratio	2.28	0.31
5Y Beta	0.85	-0.02
5Y Dividends CAGR	24.83%	64.63%

Net Assets

AEF

$396M

Winner

USDU

$396M

Expense Ratio

AEF

N/A

USDU

0.51%

Max Drawdown

AEF

83.50%

Winner

USDU

16.80%

Sharpe Ratio

Winner

AEF

2.28

USDU

0.31

5Y Beta

AEF

0.85

Winner

USDU

-0.02

5Y Dividends CAGR

AEF

24.83%

Winner

USDU

64.63%

AEF vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	AEF	USDU
1 month	-5.91%	+1.92%
3 months	+17.05%	+1.85%
6 months	+37.02%	+2.30%
1 year	+78.85%	+5.44%
5 years(CAGR)	+8.19%	+5.64%
10 years(CAGR)	+11.89%	+2.79%
Max(CAGR)	+10.03%	+3.26%

AEF

-5.91%

Winner

USDU

+1.92%

Winner

AEF

+17.05%

USDU

+1.85%

Winner

AEF

+37.02%

USDU

+2.30%

Winner

AEF

+78.85%

USDU

+5.44%

5Y(CAGR)

Winner

AEF

+8.19%

USDU

+5.64%

10Y(CAGR)

Winner

AEF

+11.89%

USDU

+2.79%

Max(CAGR)

Winner

AEF

+10.03%

USDU

+3.26%

AEF vs USDU - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	AEF	USDU
2026	+28.71%	+2.52%
2025	+49.61%	-3.69%
2024	+10.79%	+13.69%
2023	+7.32%	+2.16%
2022	-30.28%	+7.08%
2021	+2.75%	+4.02%
2020	+9.32%	-5.93%
2019	+21.28%	+1.09%
2018	-17.85%	+5.76%
2017	+56.05%	-8.65%
2016	+17.21%	+1.71%
2015	-16.16%	+6.62%
2014	-21.40%	+8.82%
2013	-23.14%	+0.44%
2012	+10.38%	N/A
2011	-23.87%	N/A
2010	+46.73%	N/A
2009	+93.70%	N/A
2008	-49.53%	N/A
2007	+46.06%	N/A
2006	+0.76%	N/A
2005	+58.10%	N/A
2004	+16.35%	N/A
2003	+101.63%	N/A
2002	-13.64%	N/A
2001	+11.88%	N/A

AEF vs USDU Drawdown Comparison

The maximum drawdown for AEF was -64.06%, occurring on Jan 21, 2016. Recovery took 3763 trading sessions.

The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.

The current AEF drawdown is -11.42%. The current USDU drawdown is -1.54%.

Rank	AEF	USDU
#1	-64.06% Nov 9, 2010 - Oct 27, 2025	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-63.36% Dec 31, 2007 - Jan 8, 2010	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-33.51% Mar 13, 2002 - Jun 6, 2003	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-33.44% Jan 13, 2004 - Dec 23, 2004	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-31.83% Jun 15, 2007 - Dec 31, 2007	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-27.66% Jan 5, 2006 - Jan 24, 2007	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-26.74% May 31, 2001 - Mar 1, 2002	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-19.92% Feb 25, 2026 - Apr 17, 2026	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-17.13% Oct 30, 2003 - Dec 30, 2003	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-15.51% Feb 20, 2007 - May 3, 2007	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-15.23% Jan 19, 2010 - Jul 22, 2010	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-12.31% Jan 31, 2001 - May 31, 2001	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-11.42% Jun 2, 2026 - Jun 5, 2026	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-11.15% Oct 4, 2005 - Dec 16, 2005	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-10.13% Feb 25, 2005 - Jun 22, 2005	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between AEF and USDU is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2001 - 2026)

AEF vs USDU dividend yield comparison.

Year	AEF	USDU
2026	2.35%	0.00%
2025	9.29%	3.83%
2024	7.51%	3.97%
2023	7.63%	6.99%
2022	8.54%	7.83%
2021	6.73%	0.00%
2020	3.37%	0.69%
2019	2.23%	3.06%
2018	20.97%	0.88%
2017	5.19%	0.00%
2016	7.05%	0.00%
2015	12.19%	6.48%
2014	14.11%	1.58%
2013	13.93%	0.00%
2012	10.60%	0.00%
2011	15.58%	0.00%
2010	15.26%	0.00%
2009	5.98%	0.00%
2008	9.37%	0.00%
2007	11.41%	0.00%
2006	6.62%	0.00%
2005	24.59%	0.00%
2004	15.94%	0.00%
2003	3.19%	0.00%
2002	1.24%	0.00%
2001	11.98%	0.00%