QQQH vs USDU

Comparison between NEOS NASDAQ-100(R) HEDGED EQUITY INCOME ETF (QQQH, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceUSDU has outperformed QQQH, delivering a return of +5.5% compared to +5.3%

QQQH vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QQQH(ETF)	USDU(ETF)
Net Assets	$381M	$380M
Expense Ratio	0.68%	0.51%
Max Drawdown	37.23%	16.80%
Sharpe Ratio	1.21	0.38
5Y Beta	0.77	-0.03
P/E Ratio	38.22	N/A
Forward P/E	25.65	N/A
PEG Ratio	0.33	N/A
5Y Dividends CAGR	3.04%	64.63%
5Y EPS CAGR	30.30%	N/A
Debt to Equity	35.54%	N/A
P/S Ratio	5.95	N/A
P/B Ratio	9.23	N/A

Net Assets

Winner

QQQH

$381M

USDU

$380M

Expense Ratio

QQQH

0.68%

Winner

USDU

0.51%

Max Drawdown

QQQH

37.23%

Winner

USDU

16.80%

Sharpe Ratio

Winner

QQQH

1.21

USDU

0.38

5Y Beta

QQQH

0.77

Winner

USDU

-0.03

P/E Ratio

QQQH

38.22

USDU

N/A

Forward P/E

QQQH

25.65

USDU

N/A

PEG Ratio

QQQH

0.33

USDU

N/A

5Y Dividends CAGR

QQQH

3.04%

Winner

USDU

64.63%

5Y EPS CAGR

QQQH

30.30%

USDU

N/A

Debt to Equity

QQQH

35.54%

USDU

N/A

P/S Ratio

QQQH

5.95

USDU

N/A

P/B Ratio

QQQH

9.23

USDU

N/A

QQQH vs USDU - Holdings Comparison

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

QQQH's top 25 holdings weight is 73.24%. USDU's top 25 holdings weight is 100.00%.

Rank	QQQH	USDU
#1	NVIDIA CORP (NVDA) - 8.12%	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%
#2	APPLE INC (AAPL) - 6.89%	N/A
#3	MICRON TECHNOLOGY INC (MU) - 5.36%	N/A
#4	MICROSOFT CORP (MSFT) - 4.68%	N/A
#5	AMAZON.COM INC (AMZN) - 4.20%	N/A
#6	ADVANCED MICRO DEVICES INC (AMD) - 3.92%	N/A
#7	ALPHABET INC CLASS A (GOOGL) - 3.41%	N/A
#8	TESLA INC (TSLA) - 3.24%	N/A
#9	ALPHABET INC CLASS C (GOOG) - 3.16%	N/A
#10	BROADCOM INC (AVGO) - 2.95%	N/A
#11	INTEL CORP (INTC) - 2.79%	N/A
#12	META PLATFORMS INC CLASS A (META) - 2.79%	N/A
#13	WALMART INC (WMT) - 2.59%	N/A
#14	LAM RESEARCH CORP (LRCX) - 2.12%	N/A
#15	CISCO SYSTEMS INC (CSCO) - 2.08%	N/A
#16	NDX US 07/17/26 P28750 (n/a) - 2.06%	N/A
#17	APPLIED MATERIALS INC (AMAT) - 2.04%	N/A
#18	COSTCO WHOLESALE CORP (COST) - 1.90%	N/A
#19	NETFLIX INC (NFLX) - 1.51%	N/A
#20	KLA CORP (KLAC) - 1.48%	N/A
#21	n/a (PLTR) - 1.35%	N/A
#22	MARVELL TECHNOLOGY INC (MRVL) - 1.26%	N/A
#23	TEXAS INSTRUMENTS INC (TXN) - 1.25%	N/A
#24	LINDE PLC (LIN) - 1.06%	N/A
#25	QUALCOMM INC (QCOM) - 1.03%	N/A
Total Holdings	110	1

QQQH vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	QQQH	USDU
1 month	-0.51%	+2.02%
3 months	+8.01%	+2.41%
6 months	+4.44%	+3.97%
1 year	+16.39%	+6.23%
5 years(CAGR)	+5.30%	+5.50%
10 years(CAGR)	N/A	+3.02%
Max(CAGR)	+6.64%	+3.33%

QQQH

-0.51%

Winner

USDU

+2.02%

Winner

QQQH

+8.01%

USDU

+2.41%

Winner

QQQH

+4.44%

USDU

+3.97%

Winner

QQQH

+16.39%

USDU

+6.23%

5Y(CAGR)

QQQH

+5.30%

Winner

USDU

+5.50%

10Y(CAGR)

QQQH

N/A

USDU

+3.02%

Max(CAGR)

Winner

QQQH

+6.64%

USDU

+3.33%

QQQH vs USDU - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	QQQH	USDU
2026	+5.82%	+3.52%
2025	+13.62%	-3.69%
2024	+22.44%	+13.69%
2023	+26.55%	+2.16%
2022	-31.19%	+7.08%
2021	+5.87%	+4.02%
2020	+13.39%	-5.93%
2019	-0.02%	+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%

QQQH vs USDU Drawdown Comparison

The maximum drawdown for QQQH was -34.30%, occurring on Jan 5, 2023. Recovery took 744 trading sessions.

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

The current QQQH drawdown is -2.17%. The current USDU drawdown is -0.58%.

Rank	QQQH	USDU
#1	-34.30% Nov 19, 2021 - Nov 6, 2024	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-15.18% Feb 19, 2025 - Jun 24, 2025	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-11.45% Sep 2, 2020 - Feb 12, 2021	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-10.81% Feb 19, 2020 - May 5, 2020	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-7.05% Feb 16, 2021 - Jun 28, 2021	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-6.96% Jan 27, 2026 - Apr 17, 2026	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-5.59% Sep 7, 2021 - Nov 4, 2021	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-4.84% Oct 29, 2025 - Dec 23, 2025	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-4.75% Jun 10, 2020 - Jul 8, 2020	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-3.99% Jun 2, 2026 - Jun 10, 2026	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-3.94% May 11, 2020 - Jun 5, 2020	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-3.79% Jul 10, 2020 - Aug 18, 2020	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-2.94% Dec 16, 2024 - Feb 13, 2025	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-2.29% Nov 5, 2021 - Nov 18, 2021	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-2.07% Oct 8, 2025 - Oct 20, 2025	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between QQQH and USDU is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (2014 - 2026)

QQQH vs USDU dividend yield comparison.

Year	QQQH	USDU
2026	3.68%	0.00%
2025	8.50%	3.83%
2024	3.76%	3.97%
2023	3.59%	6.99%
2022	4.52%	7.83%
2021	3.88%	0.00%
2020	3.74%	0.69%
2019	0.33%	3.06%
2018	0.00%	0.88%
2015	0.00%	6.48%
2014	0.00%	1.58%