LEO vs USDU

Comparison between BNY Mellon Strategic Municipals Inc (LEO, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceUSDU has outperformed LEO, delivering a return of +5.4% compared to -2.4%

LEO vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LEO(ETF)	USDU(ETF)
Net Assets	$434M	$433M
Expense Ratio	N/A	0.51%
Max Drawdown	54.53%	16.80%
Sharpe Ratio	1.00	0.35
5Y Beta	0.17	-0.03
5Y Dividends CAGR	-6.51%	64.63%

Net Assets

Winner

LEO

$434M

USDU

$433M

Expense Ratio

LEO

N/A

USDU

0.51%

Max Drawdown

LEO

54.53%

Winner

USDU

16.80%

Sharpe Ratio

Winner

LEO

1.00

USDU

0.35

5Y Beta

LEO

0.17

Winner

USDU

-0.03

5Y Dividends CAGR

LEO

-6.51%

Winner

USDU

64.63%

LEO vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	LEO	USDU
1 month	-0.63%	+0.22%
3 months	+0.40%	+2.89%
6 months	+1.47%	+3.20%
1 year	+14.69%	+6.19%
5 years(CAGR)	-2.38%	+5.36%
10 years(CAGR)	+0.99%	+2.76%
Max(CAGR)	+4.79%	+3.30%

LEO

-0.63%

Winner

USDU

+0.22%

LEO

+0.40%

Winner

USDU

+2.89%

LEO

+1.47%

Winner

USDU

+3.20%

Winner

LEO

+14.69%

USDU

+6.19%

5Y(CAGR)

LEO

-2.38%

Winner

USDU

+5.36%

10Y(CAGR)

LEO

+0.99%

Winner

USDU

+2.76%

Max(CAGR)

Winner

LEO

+4.79%

USDU

+3.30%

LEO vs USDU - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	LEO	USDU
2026	+2.00%	+3.48%
2025	+8.40%	-3.69%
2024	+6.40%	+13.69%
2023	-1.05%	+2.16%
2022	-23.74%	+7.08%
2021	+5.05%	+4.02%
2020	+4.86%	-5.93%
2019	+22.72%	+1.09%
2018	-12.42%	+5.76%
2017	+8.83%	-8.65%
2016	+3.50%	+1.71%
2015	+11.03%	+6.62%
2014	+15.50%	+8.82%
2013	-16.60%	+0.44%
2012	+14.70%	N/A
2011	+23.10%	N/A
2010	+3.15%	N/A
2009	+46.92%	N/A
2008	-27.48%	N/A
2007	-7.07%	N/A
2006	+13.96%	N/A
2005	+7.55%	N/A
2004	-7.35%	N/A
2003	+10.84%	N/A
2002	+6.78%	N/A
2001	+22.11%	N/A

LEO vs USDU Drawdown Comparison

The maximum drawdown for LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 671 trading sessions.

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

The current LEO drawdown is -17.18%. The current USDU drawdown is -0.61%.

Rank	LEO	USDU
#1	-47.31% May 7, 2007 - Jan 5, 2010	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-41.48% Aug 27, 2021 - Oct 25, 2023	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-30.28% Feb 25, 2020 - Feb 5, 2021	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-23.62% Jan 8, 2013 - Nov 3, 2015	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-21.68% Jan 21, 2004 - Sep 7, 2005	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-19.81% Sep 10, 2010 - Oct 12, 2011	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-17.32% Aug 1, 2017 - Jul 2, 2019	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-12.16% Jul 8, 2016 - Jul 11, 2017	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-11.77% Oct 1, 2002 - Apr 29, 2003	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-11.61% Jun 12, 2003 - Jan 7, 2004	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-9.85% Aug 28, 2001 - Dec 31, 2001	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-8.30% Sep 7, 2005 - Mar 29, 2006	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-6.69% Mar 12, 2012 - May 9, 2012	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-6.02% Nov 29, 2012 - Jan 8, 2013	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-5.98% Dec 31, 2001 - Apr 5, 2002	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between LEO and USDU is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (2001 - 2026)

LEO vs USDU dividend yield comparison.

Year	LEO	USDU
2026	2.96%	0.00%
2025	4.03%	3.83%
2024	3.77%	3.97%
2023	4.37%	6.99%
2022	5.66%	7.83%
2021	4.84%	0.00%
2020	4.95%	0.69%
2019	4.94%	3.06%
2018	5.96%	0.88%
2017	5.97%	0.00%
2016	6.14%	0.00%
2015	6.04%	6.48%
2014	7.11%	1.58%
2013	7.74%	0.00%
2012	6.16%	0.00%
2011	6.61%	0.00%
2010	7.54%	0.00%
2009	6.32%	0.00%
2008	8.94%	0.00%
2007	6.13%	0.00%
2006	5.03%	0.00%
2005	6.51%	0.00%
2004	7.38%	0.00%
2003	7.32%	0.00%
2002	7.14%	0.00%
2001	5.74%	0.00%