AGIX vs USDU
Comparison between KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF (AGIX, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).
AGIX vs USDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGIX
$459M
USDU
$458M
Expense Ratio
AGIX
1.00%
Winner
USDU
0.51%
Max Drawdown
AGIX
31.48%
Winner
USDU
16.80%
Sharpe Ratio
Winner
AGIX
1.20
USDU
0.00
5Y Beta
AGIX
1.50
Winner
USDU
-0.03
P/E Ratio
AGIX
75.15
USDU
N/A
Forward P/E
AGIX
31.53
USDU
N/A
5Y Dividends CAGR
AGIX
N/A
USDU
64.63%
Debt to Equity
AGIX
30.42%
USDU
N/A
P/S Ratio
AGIX
9.65
USDU
N/A
P/B Ratio
AGIX
10.33
USDU
N/A
AGIX vs USDU - Holdings Comparison
AGIX and USDU have 1 common holdings. Overlap is 0.00%
AGIX's top 25 holdings weight is 56.51%. USDU's top 25 holdings weight is 180.56%.
| Rank | AGIX | USDU |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 3.82% | U.S. DOLLAR (n/a) - 140.88% |
| #2 | NVIDIA CORP (NVDA) - 3.77% | EURO (n/a) - 11.12% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.71% | MEXICAN NEUVO PESO (n/a) - 4.78% |
| #4 | n/a (SPCX) - 3.54% | JAPANESE YEN (n/a) - 4.71% |
| #5 | MICROSOFT CORP (MSFT) - 3.28% | CANADIAN DOLLAR (n/a) - 4.35% |
| #6 | AMAZON.COM INC (AMZN) - 2.96% | WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 4.10% |
| #7 | APPLE INC (AAPL) - 2.68% | GREAT BRITISH POUND (n/a) - 3.81% |
| #8 | n/a (n/a) - 2.51% | CURRENCY CONTRACT CNH (n/a) - 3.10% |
| #9 | TESLA INC (TSLA) - 2.26% | AUSTRALIAN DOLLAR (n/a) - 2.02% |
| #10 | n/a (PLTR) - 2.14% | SWISS FRANC (n/a) - 1.60% |
| #11 | BROADCOM INC (AVGO) - 2.11% | DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 0.08% |
| #12 | ANTHROPIC (n/a) - 1.93% | SOUTH KOREAN WON (n/a) - 0.02% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.90% | TAIWAN DOLLAR (n/a) - 0.01% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.87% | SINGAPORE DOLLAR (n/a) - 0.01% |
| #15 | ORACLE CORP (ORCL) - 1.82% | INIDIAN RUPEE (n/a) - 0.00% |
| #16 | SERVICENOW INC (NOW) - 1.74% | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INC (NCA) - -0.03% |
| #17 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 1.69% | N/A |
| #18 | n/a (CRCL) - 1.69% | N/A |
| #19 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.67% | N/A |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 1.65% | N/A |
| #21 | SK HYNIX INC (n/a) - 1.61% | N/A |
| #22 | CLOUDFLARE INC (NET) - 1.58% | N/A |
| #23 | TWILIO INC CLASS A (TWLO) - 1.54% | N/A |
| #24 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.53% | N/A |
| #25 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.51% | N/A |
| Total Holdings | 67 | 16 |
AGIX vs USDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGIX
+9.85%
USDU
-1.94%
3M
AGIX
+0.17%
Winner
USDU
+0.31%
6M
Winner
AGIX
+33.62%
USDU
+3.50%
1Y
Winner
AGIX
+39.31%
USDU
+3.69%
5Y(CAGR)
AGIX
N/A
USDU
+5.09%
10Y(CAGR)
AGIX
N/A
USDU
+2.73%
Max(CAGR)
Winner
AGIX
+35.19%
USDU
+3.15%
AGIX vs USDU - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AGIX | USDU |
|---|---|---|
| 2026 | +26.74% | +1.82% |
| 2025 | +29.35% | -3.69% |
| 2024 | +15.47% | +13.69% |
| 2023 | N/A | +2.16% |
| 2022 | N/A | +7.08% |
| 2021 | N/A | +4.02% |
| 2020 | N/A | -5.93% |
| 2019 | N/A | +1.09% |
| 2018 | N/A | +5.76% |
| 2017 | N/A | -8.65% |
| 2016 | N/A | +1.71% |
| 2015 | N/A | +6.62% |
| 2014 | N/A | +8.82% |
| 2013 | N/A | +0.44% |
AGIX vs USDU Drawdown Comparison
The maximum drawdown for AGIX was -31.48%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.
The current AGIX drawdown is -7.00%. The current USDU drawdown is -2.21%.
| Rank | AGIX | USDU |
|---|---|---|
| #1 | -31.48% Feb 18, 2025 - Jun 27, 2025 | -14.55% Mar 19, 2020 - Sep 15, 2022 |
| #2 | -19.87% Oct 31, 2025 - Apr 22, 2026 | -12.42% Jan 3, 2017 - Aug 30, 2019 |
| #3 | -18.87% Jun 1, 2026 - Jul 29, 2026 | -9.25% Sep 26, 2022 - Oct 18, 2023 |
| #4 | -12.71% Jul 23, 2024 - Sep 24, 2024 | -8.07% Jan 22, 2016 - Dec 14, 2016 |
| #5 | -6.30% Dec 16, 2024 - Jan 22, 2025 | -7.73% Jan 13, 2025 - Jun 30, 2025 |
| #6 | -4.11% Jul 28, 2025 - Aug 7, 2025 | -6.50% Mar 13, 2020 - Mar 17, 2020 |
| #7 | -4.04% Jan 23, 2025 - Feb 5, 2025 | -6.10% Mar 13, 2015 - Nov 6, 2015 |
| #8 | -3.96% May 14, 2026 - May 21, 2026 | -4.21% Oct 18, 2023 - Mar 22, 2024 |
| #9 | -3.92% Sep 22, 2025 - Oct 6, 2025 | -3.35% Jan 17, 2014 - Sep 4, 2014 |
| #10 | -3.66% Oct 9, 2025 - Oct 27, 2025 | -3.13% Jul 1, 2024 - Oct 16, 2024 |
| #11 | -3.48% Oct 29, 2024 - Nov 6, 2024 | -2.60% Oct 1, 2019 - Feb 14, 2020 |
| #12 | -3.25% Nov 13, 2024 - Nov 21, 2024 | -2.57% Feb 20, 2020 - Mar 13, 2020 |
| #13 | -2.97% Oct 14, 2024 - Oct 29, 2024 | -1.88% Oct 3, 2014 - Oct 31, 2014 |
| #14 | -2.89% Aug 28, 2025 - Sep 8, 2025 | -1.60% Nov 30, 2015 - Jan 6, 2016 |
| #15 | -2.88% Sep 26, 2024 - Oct 8, 2024 | -1.50% Apr 30, 2024 - Jun 7, 2024 |
Correlation
Correlation between AGIX and USDU is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2014 - 2025)
AGIX vs USDU dividend yield comparison.
| Year | AGIX | USDU |
|---|---|---|
| 2025 | 1.21% | 3.83% |
| 2024 | 0.77% | 3.97% |
| 2023 | 0.00% | 6.99% |
| 2022 | 0.00% | 7.83% |
| 2020 | 0.00% | 0.69% |
| 2019 | 0.00% | 3.06% |
| 2018 | 0.00% | 0.88% |
| 2015 | 0.00% | 6.48% |
| 2014 | 0.00% | 1.58% |
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