DUBS vs USDU

Comparison between APTUS LARGE CAP ENHANCED YIELD ETF (DUBS, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

DUBS vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUBS(ETF)	USDU(ETF)
Net Assets	$380M	$380M
Expense Ratio	0.41%	0.51%
Max Drawdown	18.89%	16.80%
Sharpe Ratio	1.65	0.38
5Y Beta	0.96	-0.03
P/E Ratio	25.50	N/A
Forward P/E	20.72	N/A
5Y Dividends CAGR	N/A	64.63%
5Y EPS CAGR	25.40%	N/A
Debt to Equity	23.04%	N/A
P/S Ratio	3.47	N/A
P/B Ratio	5.25	N/A

Net Assets

DUBS

$380M

Winner

USDU

$380M

Expense Ratio

Winner

DUBS

0.41%

USDU

0.51%

Max Drawdown

DUBS

18.89%

Winner

USDU

16.80%

Sharpe Ratio

Winner

DUBS

1.65

USDU

0.38

5Y Beta

DUBS

0.96

Winner

USDU

-0.03

P/E Ratio

DUBS

25.50

USDU

N/A

Forward P/E

DUBS

20.72

USDU

N/A

5Y Dividends CAGR

DUBS

N/A

USDU

64.63%

5Y EPS CAGR

DUBS

25.40%

USDU

N/A

Debt to Equity

DUBS

23.04%

USDU

N/A

P/S Ratio

DUBS

3.47

USDU

N/A

P/B Ratio

DUBS

5.25

USDU

N/A

DUBS vs USDU - Holdings Comparison

DUBS and USDU have 0 common holdings. Overlap is 0.00%

DUBS's top 25 holdings weight is 154.51%. USDU's top 25 holdings weight is 100.00%.

Rank	DUBS	USDU
#1	RCXTEVHT TRS 010527 (n/a) - 96.53%	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%
#2	NVIDIA CORP (NVDA) - 7.67%	N/A
#3	APPLE INC (AAPL) - 6.39%	N/A
#4	MICROSOFT CORP (MSFT) - 5.98%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 5.81%	N/A
#6	BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 4.71%	N/A
#7	AMAZON.COM INC (AMZN) - 3.98%	N/A
#8	RCXTEVHT TRS 062527 (n/a) - 2.72%	N/A
#9	BROADCOM INC (AVGO) - 2.63%	N/A
#10	META PLATFORMS INC CLASS A (META) - 2.48%	N/A
#11	TESLA INC (TSLA) - 2.04%	N/A
#12	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%	N/A
#13	JPMORGAN CHASE & CO (JPM) - 1.41%	N/A
#14	ELI LILLY AND CO (LLY) - 1.37%	N/A
#15	RCXTEVHT TRS 061627 (n/a) - 1.09%	N/A
#16	EXXON MOBIL CORP (XOM) - 1.00%	N/A
#17	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 0.98%	N/A
#18	VISA INC CLASS A (V) - 0.94%	N/A
#19	JOHNSON & JOHNSON (JNJ) - 0.91%	N/A
#20	WALMART INC (WMT) - 0.84%	N/A
#21	COCA-COLA CO (KO) - 0.76%	N/A
#22	COSTCO WHOLESALE CORP (COST) - 0.72%	N/A
#23	MASTERCARD INC CLASS A (MA) - 0.71%	N/A
#24	GE AEROSPACE (GE) - 0.69%	N/A
#25	ADVANCED MICRO DEVICES INC (AMD) - 0.69%	N/A
Total Holdings	371	1

DUBS vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	DUBS	USDU
1 month	-1.54%	+2.02%
3 months	+12.99%	+2.41%
6 months	+8.85%	+3.97%
1 year	+27.27%	+6.23%
5 years(CAGR)	N/A	+5.50%
10 years(CAGR)	N/A	+3.02%
Max(CAGR)	+20.35%	+3.33%

DUBS

-1.54%

Winner

USDU

+2.02%

Winner

DUBS

+12.99%

USDU

+2.41%

Winner

DUBS

+8.85%

USDU

+3.97%

Winner

DUBS

+27.27%

USDU

+6.23%

5Y(CAGR)

DUBS

N/A

USDU

+5.50%

10Y(CAGR)

DUBS

N/A

USDU

+3.02%

Max(CAGR)

Winner

DUBS

+20.35%

USDU

+3.33%

DUBS vs USDU - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DUBS	USDU
2026	+9.46%	+3.52%
2025	+19.42%	-3.69%
2024	+24.24%	+13.69%
2023	+8.09%	+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%

DUBS vs USDU Drawdown Comparison

The maximum drawdown for DUBS was -18.47%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

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

The current DUBS drawdown is -3.32%. The current USDU drawdown is -0.58%.

Rank	DUBS	USDU
#1	-18.47% Feb 19, 2025 - Jun 27, 2025	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-9.36% Jul 31, 2023 - Dec 11, 2023	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-8.29% Feb 25, 2026 - Apr 13, 2026	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-8.16% Jul 16, 2024 - Aug 30, 2024	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-4.85% Mar 28, 2024 - May 14, 2024	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-4.74% Jun 2, 2026 - Jun 10, 2026	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-4.68% Oct 28, 2025 - Dec 10, 2025	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-3.91% Dec 11, 2024 - Jan 22, 2025	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-3.73% Aug 30, 2024 - Sep 19, 2024	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-3.53% Oct 8, 2025 - Oct 24, 2025	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-2.90% Jan 12, 2026 - Jan 27, 2026	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-2.69% Jan 27, 2026 - Feb 25, 2026	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-2.40% Jul 28, 2025 - Aug 8, 2025	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-2.36% Dec 11, 2025 - Dec 23, 2025	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-2.28% Oct 18, 2024 - Nov 6, 2024	-1.50% Apr 30, 2024 - Jun 7, 2024