QVMM vs USDU

Comparison between INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF (QVMM, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceQVMM has outperformed USDU, delivering a return of +8.9% compared to +5.4%

QVMM vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QVMM(ETF)	USDU(ETF)
Net Assets	$434M	$433M
Expense Ratio	0.15%	0.51%
Max Drawdown	24.55%	16.80%
Sharpe Ratio	1.13	0.35
5Y Beta	0.97	-0.03
P/E Ratio	23.93	N/A
Forward P/E	16.96	N/A
5Y Dividends CAGR	N/A	64.63%
5Y EPS CAGR	11.94%	N/A
Debt to Equity	47.14%	N/A
P/S Ratio	1.60	N/A
P/B Ratio	2.61	N/A

Net Assets

Winner

QVMM

$434M

USDU

$433M

Expense Ratio

Winner

QVMM

0.15%

USDU

0.51%

Max Drawdown

QVMM

24.55%

Winner

USDU

16.80%

Sharpe Ratio

Winner

QVMM

1.13

USDU

0.35

5Y Beta

QVMM

0.97

Winner

USDU

-0.03

P/E Ratio

QVMM

23.93

USDU

N/A

Forward P/E

QVMM

16.96

USDU

N/A

5Y Dividends CAGR

QVMM

N/A

USDU

64.63%

5Y EPS CAGR

QVMM

11.94%

USDU

N/A

Debt to Equity

QVMM

47.14%

USDU

N/A

P/S Ratio

QVMM

1.60

USDU

N/A

P/B Ratio

QVMM

2.61

USDU

N/A

QVMM vs USDU - Holdings Comparison

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

QVMM's top 25 holdings weight is 17.44%. USDU's top 25 holdings weight is 100.00%.

Rank	QVMM	USDU
#1	TWILIO INC CLASS A (TWLO) - 0.91%	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%
#2	CURTISS-WRIGHT CORP (CW) - 0.89%	N/A
#3	ILLUMINA INC (ILMN) - 0.89%	N/A
#4	TECHNIPFMC PLC (n/a) - 0.88%	N/A
#5	OKTA INC CLASS A (OKTA) - 0.85%	N/A
#6	NVENT ELECTRIC PLC (NVT) - 0.85%	N/A
#7	EVERPURE INC CLASS A (P) - 0.82%	N/A
#8	CARPENTER TECHNOLOGY CORP (CRS) - 0.80%	N/A
#9	ATI INC (ATI) - 0.78%	N/A
#10	MASTEC INC (MTZ) - 0.76%	N/A
#11	MKS INC (MKSI) - 0.75%	N/A
#12	XPO INC (XPO) - 0.73%	N/A
#13	UNITED THERAPEUTICS CORP (UTHR) - 0.72%	N/A
#14	STERLING INFRASTRUCTURE INC (STRL) - 0.71%	N/A
#15	ENTEGRIS INC (ENTG) - 0.70%	N/A
#16	NEXTPOWER INC CLASS A (NXT) - 0.70%	N/A
#17	WOODWARD INC (WWD) - 0.70%	N/A
#18	BURLINGTON STORES INC (BURL) - 0.66%	N/A
#19	RB GLOBAL INC (RBA) - 0.64%	N/A
#20	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62%	N/A
#21	TEXAS ROADHOUSE INC (TXRH) - 0.43%	N/A
#22	EVERCORE INC CLASS A (EVR) - 0.42%	N/A
#23	ALLY FINANCIAL INC (ALLY) - 0.41%	N/A
#24	WATSCO INC ORDINARY SHARES (WSO) - 0.41%	N/A
#25	ELANCO ANIMAL HEALTH INC (ELAN) - 0.41%	N/A
Total Holdings	320	1

QVMM vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	QVMM	USDU
1 month	-0.55%	+0.22%
3 months	+3.93%	+2.89%
6 months	+8.82%	+3.20%
1 year	+22.86%	+6.19%
5 years(CAGR)	+8.85%	+5.36%
10 years(CAGR)	N/A	+2.76%
Max(CAGR)	+8.62%	+3.30%

QVMM

-0.55%

Winner

USDU

+0.22%

Winner

QVMM

+3.93%

USDU

+2.89%

Winner

QVMM

+8.82%

USDU

+3.20%

Winner

QVMM

+22.86%

USDU

+6.19%

5Y(CAGR)

Winner

QVMM

+8.85%

USDU

+5.36%

10Y(CAGR)

QVMM

N/A

USDU

+2.76%

Max(CAGR)

Winner

QVMM

+8.62%

USDU

+3.30%

QVMM vs USDU - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	QVMM	USDU
2026	+14.34%	+3.48%
2025	+9.07%	-3.69%
2024	+13.84%	+13.69%
2023	+15.89%	+2.16%
2022	-13.11%	+7.08%
2021	+6.05%	+4.02%
2020	N/A	-5.93%
2019	N/A	+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%

QVMM vs USDU Drawdown Comparison

The maximum drawdown for QVMM was -24.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

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

The current QVMM drawdown is -1.75%. The current USDU drawdown is -0.61%.

Rank	QVMM	USDU
#1	-24.01% Nov 25, 2024 - Dec 10, 2025	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-23.39% Nov 16, 2021 - Feb 12, 2024	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-8.31% Mar 2, 2026 - Apr 14, 2026	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-7.76% Jul 16, 2024 - Sep 19, 2024	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-6.97% Mar 28, 2024 - Jul 16, 2024	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-5.24% Sep 2, 2021 - Oct 20, 2021	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-5.18% Jul 12, 2021 - Aug 3, 2021	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-4.78% May 6, 2026 - Jun 2, 2026	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-3.50% Aug 11, 2021 - Aug 27, 2021	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-3.30% Nov 11, 2024 - Nov 22, 2024	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-3.19% Oct 18, 2024 - Nov 6, 2024	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-3.01% Jun 30, 2026 - Jul 8, 2026	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-2.47% Feb 12, 2024 - Feb 15, 2024	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-2.44% Jul 1, 2021 - Jul 12, 2021	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-2.44% Dec 11, 2025 - Jan 5, 2026	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between QVMM and USDU is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2014 - 2026)

QVMM vs USDU dividend yield comparison.

Year	QVMM	USDU
2026	0.58%	0.00%
2025	1.32%	3.83%
2024	1.29%	3.97%
2023	1.42%	6.99%
2022	1.51%	7.83%
2021	0.60%	0.00%
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%

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QVMM vs USDU

QVMM vs USDU - Performance Comparison

Key Characteristics

QVMM vs USDU - Holdings Comparison

QVMM vs USDU - Historical Returns

QVMM vs USDU - Annual Returns (2013 - 2026)

QVMM vs USDU Drawdown Comparison

Correlation

Dividend Comparison (2014 - 2026)

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