PDN vs UUP

Comparison between INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF) and Invesco DB US Dollar Index Bullish Fund (UUP, ETF).

5-Year PerformancePDN has outperformed UUP, delivering a return of +6.8% compared to +5.9%

PDN vs UUP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDN(ETF)	UUP(ETF)
Net Assets	$377M	$378M
Expense Ratio	0.47%	0.75%
Max Drawdown	60.08%	22.71%
Sharpe Ratio	1.32	0.52
5Y Beta	0.69	-0.00
5Y Dividends CAGR	18.88%	33.66%

Net Assets

PDN

$377M

Winner

UUP

$378M

Expense Ratio

Winner

PDN

0.47%

UUP

0.75%

Max Drawdown

PDN

60.08%

Winner

UUP

22.71%

Sharpe Ratio

Winner

PDN

1.32

UUP

0.52

5Y Beta

PDN

0.69

Winner

UUP

-0.00

5Y Dividends CAGR

PDN

18.88%

Winner

UUP

33.66%

PDN vs UUP - Holdings Comparison

PDN and UUP have 0 common holdings. Overlap is 0.00%

PDN's top 25 holdings weight is 4.79%. UUP's top 25 holdings weight is 48.84%.

Rank	PDN	UUP
#1	HANWHA AEROSPACE CO LTD (n/a) - 0.30%	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 48.84%
#2	DOOSAN CORP ORDINARY SHARES (n/a) - 0.30%	N/A
#3	SUMITOMO PHARMA CO LTD (n/a) - 0.27%	N/A
#4	IAMGOLD CORP (n/a) - 0.25%	N/A
#5	SSR MINING INC (n/a) - 0.22%	N/A
#6	ELDORADO GOLD CORP (n/a) - 0.22%	N/A
#7	KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.20%	N/A
#8	ELBIT SYSTEMS LTD (n/a) - 0.20%	N/A
#9	FRESNILLO PLC (n/a) - 0.19%	N/A
#10	ALAMOS GOLD INC CLASS A (n/a) - 0.18%	N/A
#11	HACHIJUNI BANK LTD (n/a) - 0.18%	N/A
#12	SOLAREDGE TECHNOLOGIES INC (SEDG) - 0.18%	N/A
#13	KINDEN CORP (n/a) - 0.18%	N/A
#14	ASICS CORP (n/a) - 0.18%	N/A
#15	ASMPT LTD (n/a) - 0.18%	N/A
#16	CENTERRA GOLD INC (n/a) - 0.17%	N/A
#17	OCEANAGOLD CORP (n/a) - 0.17%	N/A
#18	n/a (EQX) - 0.17%	N/A
#19	TOWER SEMICONDUCTOR LTD (n/a) - 0.17%	N/A
#20	CAMECO CORP (n/a) - 0.17%	N/A
#21	TOHO CO LTD (n/a) - 0.15%	N/A
#22	BECHTLE AG (n/a) - 0.14%	N/A
#23	PLUS500 LTD (n/a) - 0.14%	N/A
#24	CHOW TAI FOOK JEWELLERY GROUP LTD (n/a) - 0.14%	N/A
#25	MITSUI E&S CO LTD (n/a) - 0.14%	N/A
Total Holdings	1787	1

PDN vs UUP - Historical Returns

Returns include dividend reinvestment.

Period	PDN	UUP
1 month	-1.00%	+2.12%
3 months	+7.09%	+2.90%
6 months	+10.23%	+4.92%
1 year	+24.96%	+7.48%
5 years(CAGR)	+6.77%	+5.93%
10 years(CAGR)	+8.56%	+3.42%
Max(CAGR)	+5.71%	+1.68%

PDN

-1.00%

Winner

UUP

+2.12%

Winner

PDN

+7.09%

UUP

+2.90%

Winner

PDN

+10.23%

UUP

+4.92%

Winner

PDN

+24.96%

UUP

+7.48%

5Y(CAGR)

Winner

PDN

+6.77%

UUP

+5.93%

10Y(CAGR)

Winner

PDN

+8.56%

UUP

+3.42%

Max(CAGR)

Winner

PDN

+5.71%

UUP

+1.68%

PDN vs UUP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PDN	UUP
2026	+9.09%	+4.61%
2025	+38.01%	-5.77%
2024	+1.90%	+12.53%
2023	+13.05%	+2.52%
2022	-17.78%	+8.78%
2021	+8.57%	+5.65%
2020	+9.69%	-6.98%
2019	+18.83%	+3.32%
2018	-18.83%	+7.50%
2017	+29.71%	-9.92%
2016	+8.84%	+3.00%
2015	+2.02%	+5.99%
2014	-3.77%	+10.72%
2013	+19.38%	-1.33%
2012	+14.16%	-2.09%
2011	-15.10%	-1.54%
2010	+14.90%	-0.92%
2009	+51.56%	-7.38%
2008	-40.50%	+5.83%
2007	-4.91%	-4.30%

PDN vs UUP Drawdown Comparison

The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.

The maximum drawdown for UUP was -22.18%, occurring on Jul 26, 2011. Recovery took 2689 trading sessions.

The current PDN drawdown is -2.98%. The current UUP drawdown is -1.73%.

Rank	PDN	UUP
#1	-59.30% Nov 1, 2007 - Jan 3, 2011	-22.18% Nov 20, 2008 - Jul 31, 2019
#2	-41.92% Jan 26, 2018 - Dec 15, 2020	-14.24% Mar 19, 2020 - Jun 13, 2022
#3	-33.67% Sep 3, 2021 - May 5, 2025	-11.16% Jun 14, 2007 - Oct 6, 2008
#4	-24.21% May 2, 2011 - Apr 25, 2013	-10.37% Sep 27, 2022 - Apr 10, 2024
#5	-20.59% May 15, 2015 - Feb 10, 2017	-10.05% Jan 13, 2025 - Jul 2, 2025
#6	-14.31% Jul 3, 2014 - May 15, 2015	-4.63% Feb 20, 2020 - Mar 13, 2020
#7	-11.26% Feb 27, 2026 - May 6, 2026	-4.25% Jun 26, 2024 - Oct 22, 2024
#8	-10.18% Feb 7, 2011 - Apr 26, 2011	-3.21% Mar 13, 2020 - Mar 19, 2020
#9	-9.84% May 21, 2013 - Aug 2, 2013	-3.13% Jul 14, 2022 - Aug 22, 2022
#10	-6.89% Oct 22, 2013 - Feb 24, 2014	-3.01% Oct 24, 2008 - Nov 12, 2008
#11	-6.02% Jun 8, 2021 - Sep 2, 2021	-2.78% Mar 9, 2007 - Jun 13, 2007
#12	-5.54% May 8, 2026 - Jun 10, 2026	-2.25% Sep 30, 2019 - Feb 6, 2020
#13	-5.04% Oct 27, 2025 - Nov 28, 2025	-1.74% Jun 14, 2022 - Jul 5, 2022
#14	-4.33% Mar 6, 2014 - May 29, 2014	-1.73% Sep 6, 2022 - Sep 21, 2022
#15	-4.28% Aug 14, 2013 - Sep 9, 2013	-1.69% Apr 30, 2024 - Jun 14, 2024

Correlation

Correlation between PDN and UUP is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2007 - 2026)

PDN vs UUP dividend yield comparison.

Year	PDN	UUP
2026	1.54%	0.00%
2025	3.36%	3.43%
2024	3.36%	4.48%
2023	3.16%	6.44%
2022	2.68%	0.89%
2021	2.42%	0.00%
2020	1.79%	0.00%
2019	2.60%	2.03%
2018	2.21%	1.08%
2017	2.42%	0.10%
2016	2.16%	0.00%
2015	2.06%	0.00%
2014	1.95%	0.00%
2013	2.15%	0.00%
2012	2.31%	0.00%
2011	2.42%	0.00%
2010	1.80%	0.00%
2009	3.37%	0.00%
2008	2.44%	0.69%
2007	0.14%	0.84%

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PDN vs UUP

PDN vs UUP - Performance Comparison

Key Characteristics

PDN vs UUP - Holdings Comparison

PDN vs UUP - Historical Returns

PDN vs UUP - Annual Returns (2007 - 2026)

PDN vs UUP Drawdown Comparison

Correlation

Dividend Comparison (2007 - 2026)

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