RVNU vs UDN

Comparison between XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF (RVNU, ETF) and Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF).

5-Year PerformanceRVNU has outperformed UDN, delivering a return of -0.2% compared to -0.9%

RVNU vs UDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RVNU(ETF)	UDN(ETF)
Net Assets	$136M	$136M
Expense Ratio	0.15%	N/A
Max Drawdown	25.75%	44.56%
Sharpe Ratio	1.06	-0.53
5Y Beta	0.05	-0.01
5Y Dividends CAGR	3.91%	38.18%

Net Assets

RVNU

$136M

Winner

UDN

$136M

Expense Ratio

RVNU

0.15%

UDN

N/A

Max Drawdown

Winner

RVNU

25.75%

UDN

44.56%

Sharpe Ratio

Winner

RVNU

1.06

UDN

-0.53

5Y Beta

RVNU

0.05

Winner

UDN

-0.01

5Y Dividends CAGR

RVNU

3.91%

Winner

UDN

38.18%

RVNU vs UDN - Historical Returns

Returns include dividend reinvestment.

Period	RVNU	UDN
1 month	+1.46%	-1.42%
3 months	+2.23%	-0.55%
6 months	+3.23%	-0.43%
1 year	+9.96%	+0.16%
5 years(CAGR)	-0.20%	-0.89%
10 years(CAGR)	+1.92%	-0.53%
Max(CAGR)	+2.93%	-0.75%

Winner

RVNU

+1.46%

UDN

-1.42%

Winner

RVNU

+2.23%

UDN

-0.55%

Winner

RVNU

+3.23%

UDN

-0.43%

Winner

RVNU

+9.96%

UDN

+0.16%

5Y(CAGR)

Winner

RVNU

-0.20%

UDN

-0.89%

10Y(CAGR)

Winner

RVNU

+1.92%

UDN

-0.53%

Max(CAGR)

Winner

RVNU

+2.93%

UDN

-0.75%

RVNU vs UDN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RVNU	UDN
2026	+3.56%	-1.04%
2025	+0.42%	+13.17%
2024	+1.49%	-3.79%
2023	+10.21%	+5.97%
2022	-16.63%	-7.36%
2021	+2.38%	-7.03%
2020	+6.48%	+6.61%
2019	+10.29%	-0.26%
2018	-0.12%	-5.53%
2017	+7.86%	+10.51%
2016	+0.44%	-4.35%
2015	+3.42%	-9.04%
2014	+15.93%	-11.71%
2013	-5.29%	-0.44%
2012	N/A	+0.44%
2011	N/A	-0.52%
2010	N/A	-2.27%
2009	N/A	+6.00%
2008	N/A	-5.24%
2007	N/A	+11.41%

RVNU vs UDN Drawdown Comparison

The maximum drawdown for RVNU was -23.52%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The maximum drawdown for UDN was -41.68%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current RVNU drawdown is -2.69%. The current UDN drawdown is -28.12%.

Rank	RVNU	UDN
#1	-23.52% Jul 19, 2021 - Oct 31, 2022	-41.68% Mar 17, 2008 - Sep 27, 2022
#2	-17.36% Mar 9, 2020 - Nov 20, 2020	-3.75% Nov 26, 2007 - Jan 30, 2008
#3	-14.26% Jun 6, 2013 - Apr 14, 2014	-2.48% Jan 30, 2008 - Feb 26, 2008
#4	-10.11% Jul 7, 2016 - Dec 6, 2017	-1.77% Jul 24, 2007 - Sep 6, 2007
#5	-5.22% Jan 20, 2015 - Dec 17, 2015	-1.54% Apr 30, 2007 - Jun 29, 2007
#6	-3.64% Dec 29, 2017 - Jan 3, 2019	-1.31% Sep 28, 2007 - Oct 18, 2007
#7	-3.51% Oct 15, 2014 - Jan 6, 2015	-1.06% Nov 8, 2007 - Nov 21, 2007
#8	-3.34% Feb 12, 2021 - Jun 4, 2021	-0.80% Oct 19, 2007 - Oct 25, 2007
#9	-2.01% Sep 3, 2019 - Jan 3, 2020	-0.62% Mar 10, 2008 - Mar 12, 2008
#10	-1.37% Feb 16, 2016 - Mar 24, 2016	-0.60% Mar 1, 2007 - Mar 13, 2007
#11	-1.36% Dec 7, 2017 - Dec 29, 2017	-0.55% Mar 21, 2007 - Apr 2, 2007
#12	-1.31% May 19, 2014 - Jul 21, 2014	-0.50% Oct 31, 2007 - Nov 6, 2007
#13	-1.30% Aug 15, 2014 - Sep 30, 2014	-0.39% Apr 2, 2007 - Apr 5, 2007
#14	-1.25% Jul 29, 2014 - Aug 8, 2014	-0.39% Apr 25, 2007 - Apr 30, 2007
#15	-1.14% Jan 3, 2019 - Feb 8, 2019	-0.38% Apr 5, 2007 - Apr 10, 2007

Correlation

Correlation between RVNU and UDN is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.65

-101

Dividend Comparison (2007 - 2026)

RVNU vs UDN dividend yield comparison.

Year	RVNU	UDN
2026	1.52%	0.00%
2025	3.46%	2.94%
2024	3.06%	5.33%
2023	2.79%	5.21%
2022	2.81%	0.69%
2021	2.18%	0.00%
2020	2.43%	0.00%
2019	2.75%	1.38%
2018	2.76%	1.26%
2017	2.49%	0.11%
2016	2.72%	0.00%
2015	3.01%	0.00%
2014	3.15%	0.00%
2013	1.95%	0.00%
2008	0.00%	0.57%
2007	0.00%	1.45%