FXF vs USDU

Comparison between Invesco CurrencyShares Swiss Franc Trust (FXF, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceUSDU has outperformed FXF, delivering a return of +5.4% compared to +1.9%

FXF vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXF(ETF)	USDU(ETF)
Net Assets	$431M	$433M
Expense Ratio	0.40%	0.51%
Max Drawdown	35.58%	16.80%
Sharpe Ratio	-0.82	0.44
5Y Beta	-0.10	-0.03
5Y Dividends CAGR	N/A	64.63%

Net Assets

FXF

$431M

Winner

USDU

$433M

Expense Ratio

Winner

FXF

0.40%

USDU

0.51%

Max Drawdown

FXF

35.58%

Winner

USDU

16.80%

Sharpe Ratio

FXF

-0.82

Winner

USDU

0.44

5Y Beta

Winner

FXF

-0.10

USDU

-0.03

5Y Dividends CAGR

FXF

N/A

USDU

64.63%

FXF vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	FXF	USDU
1 month	-0.92%	+0.22%
3 months	-3.85%	+3.00%
6 months	-4.64%	+4.69%
1 year	-3.59%	+7.21%
5 years(CAGR)	+1.86%	+5.38%
10 years(CAGR)	+1.07%	+2.76%
Max(CAGR)	+1.61%	+3.32%

FXF

-0.92%

Winner

USDU

+0.22%

FXF

-3.85%

Winner

USDU

+3.00%

FXF

-4.64%

Winner

USDU

+4.69%

FXF

-3.59%

Winner

USDU

+7.21%

5Y(CAGR)

FXF

+1.86%

Winner

USDU

+5.38%

10Y(CAGR)

FXF

+1.07%

Winner

USDU

+2.76%

Max(CAGR)

FXF

+1.61%

Winner

USDU

+3.32%

FXF vs USDU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FXF	USDU
2026	-3.32%	+3.76%
2025	+14.70%	-3.69%
2024	-6.46%	+13.69%
2023	+11.03%	+2.16%
2022	-1.57%	+7.08%
2021	-4.45%	+4.02%
2020	+8.45%	-5.93%
2019	+1.08%	+1.09%
2018	-2.27%	+5.76%
2017	+4.24%	-8.65%
2016	-2.62%	+1.71%
2015	-1.07%	+6.62%
2014	-9.80%	+8.82%
2013	+2.54%	+0.44%
2012	+1.42%	N/A
2011	-1.00%	N/A
2010	+9.94%	N/A
2009	+4.08%	N/A
2008	+6.11%	N/A
2007	+9.72%	N/A
2006	+2.39%	N/A

FXF vs USDU Drawdown Comparison

The maximum drawdown for FXF was -35.58%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

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

The current FXF drawdown is -21.09%. The current USDU drawdown is -0.35%.

Rank	FXF	USDU
#1	-35.58% Aug 9, 2011 - Nov 3, 2022	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-18.94% Mar 17, 2008 - Sep 27, 2010	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-5.35% Nov 26, 2007 - Jan 14, 2008	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-5.08% Oct 14, 2010 - Dec 22, 2010	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-4.80% Dec 5, 2006 - Jul 20, 2007	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-4.14% Dec 31, 2010 - Feb 24, 2011	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-4.07% Aug 4, 2006 - Nov 24, 2006	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-3.55% May 3, 2011 - May 27, 2011	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-2.88% Mar 17, 2011 - Apr 12, 2011	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-2.54% Jul 7, 2006 - Aug 4, 2006	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-2.40% Aug 3, 2007 - Sep 7, 2007	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-2.36% Jan 31, 2008 - Feb 26, 2008	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-2.20% Jun 3, 2011 - Jun 28, 2011	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-1.95% Jun 28, 2011 - Jul 12, 2011	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-1.86% Sep 28, 2007 - Oct 26, 2007	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between FXF and USDU is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2006 - 2025)

FXF vs USDU dividend yield comparison.

Year	FXF	USDU
2025	0.00%	3.83%
2024	0.03%	3.97%
2023	0.02%	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%
2008	1.14%	0.00%
2007	1.25%	0.00%
2006	0.30%	0.00%