FXY vs USDU

Comparison between Invesco CurrencyShares Japanese Yen Trust (FXY, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceUSDU has outperformed FXY, delivering a return of +5.4% compared to -8.0%

FXY vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXY(ETF)	USDU(ETF)
Net Assets	$431M	$433M
Expense Ratio	0.40%	0.51%
Max Drawdown	56.78%	16.80%
Sharpe Ratio	-1.64	0.35
5Y Beta	-0.12	-0.03
5Y Dividends CAGR	N/A	64.63%

Net Assets

FXY

$431M

Winner

USDU

$433M

Expense Ratio

Winner

FXY

0.40%

USDU

0.51%

Max Drawdown

FXY

56.78%

Winner

USDU

16.80%

Sharpe Ratio

FXY

-1.64

Winner

USDU

0.35

5Y Beta

Winner

FXY

-0.12

USDU

-0.03

5Y Dividends CAGR

FXY

N/A

USDU

64.63%

FXY vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	FXY	USDU
1 month	-1.00%	+0.22%
3 months	-2.23%	+2.89%
6 months	-3.19%	+3.20%
1 year	-10.02%	+6.19%
5 years(CAGR)	-8.01%	+5.36%
10 years(CAGR)	-4.75%	+2.76%
Max(CAGR)	-1.97%	+3.30%

FXY

-1.00%

Winner

USDU

+0.22%

FXY

-2.23%

Winner

USDU

+2.89%

FXY

-3.19%

Winner

USDU

+3.20%

FXY

-10.02%

Winner

USDU

+6.19%

5Y(CAGR)

FXY

-8.01%

Winner

USDU

+5.36%

10Y(CAGR)

FXY

-4.75%

Winner

USDU

+2.76%

Max(CAGR)

FXY

-1.97%

Winner

USDU

+3.30%

FXY vs USDU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FXY	USDU
2026	-4.05%	+3.48%
2025	+0.20%	-3.69%
2024	-10.24%	+13.69%
2023	-7.66%	+2.16%
2022	-12.55%	+7.08%
2021	-10.98%	+4.02%
2020	+4.51%	-5.93%
2019	-0.25%	+1.09%
2018	+1.92%	+5.76%
2017	+3.99%	-8.65%
2016	+1.78%	+1.71%
2015	-0.11%	+6.62%
2014	-12.91%	+8.82%
2013	-17.46%	+0.44%
2012	-12.01%	N/A
2011	+5.79%	N/A
2010	+13.59%	N/A
2009	-1.09%	N/A
2008	+20.73%	N/A
2007	+8.36%	N/A

FXY vs USDU Drawdown Comparison

The maximum drawdown for FXY was -56.78%, occurring on Jul 21, 2026. 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 FXY drawdown is -56.78%. The current USDU drawdown is -0.61%.

Rank	FXY	USDU
#1	-56.78% Oct 28, 2011 - Jul 21, 2026	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-13.65% Dec 17, 2008 - Nov 27, 2009	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-12.05% Mar 17, 2008 - Oct 23, 2008	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-8.76% Nov 30, 2009 - Aug 3, 2010	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-7.63% Mar 17, 2011 - Jul 20, 2011	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-6.54% Mar 5, 2007 - Aug 16, 2007	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-6.40% Nov 26, 2007 - Jan 15, 2008	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-6.30% Oct 27, 2008 - Dec 1, 2008	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-4.53% Oct 29, 2010 - Mar 16, 2011	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-3.62% Sep 7, 2007 - Nov 7, 2007	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-3.21% Sep 14, 2010 - Oct 6, 2010	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-2.69% Jul 29, 2011 - Aug 9, 2011	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-1.91% Aug 16, 2007 - Sep 7, 2007	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-1.87% Feb 15, 2007 - Feb 27, 2007	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-1.80% Jan 30, 2008 - Feb 27, 2008	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between FXY and USDU is -0.91 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.91

-101