UDN vs AIEQ

Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and Amplify AI Powered Equity ETF (AIEQ, ETF).

UDN vs AIEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDN(ETF)	AIEQ(ETF)
Net Assets	$124M	$124M
Expense Ratio	N/A	0.75%
Max Drawdown	44.56%	24.19%
Sharpe Ratio	-0.44	1.17
5Y Beta	-0.01	1.13
P/E Ratio	N/A	27.90
Forward P/E	N/A	21.51
PEG Ratio	N/A	0.53
5Y Dividends CAGR	38.18%	N/A
5Y EPS CAGR	N/A	26.11%
Debt to Equity	N/A	13.22%
P/S Ratio	N/A	3.24
P/B Ratio	N/A	5.42

Net Assets

UDN

$124M

AIEQ

$124M

Expense Ratio

UDN

N/A

AIEQ

0.75%

Max Drawdown

UDN

44.56%

Winner

AIEQ

24.19%

Sharpe Ratio

UDN

-0.44

Winner

AIEQ

1.17

5Y Beta

Winner

UDN

-0.01

AIEQ

1.13

P/E Ratio

UDN

N/A

AIEQ

27.90

Forward P/E

UDN

N/A

AIEQ

21.51

PEG Ratio

UDN

N/A

AIEQ

0.53

5Y Dividends CAGR

UDN

38.18%

AIEQ

N/A

5Y EPS CAGR

UDN

N/A

AIEQ

26.11%

Debt to Equity

UDN

N/A

AIEQ

13.22%

P/S Ratio

UDN

N/A

AIEQ

3.24

P/B Ratio

UDN

N/A

AIEQ

5.42

UDN vs AIEQ - Holdings Comparison

UDN and AIEQ have 1 common holdings. Overlap is 0.18%

UDN's top 25 holdings weight is 95.02%. AIEQ's top 25 holdings weight is 58.14%.

Rank	UDN	AIEQ
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 95.02%	NVIDIA CORP (NVDA) - 7.60%
#2	N/A	APPLE INC (AAPL) - 6.05%
#3	N/A	GARMIN LTD (GRMN) - 4.24%
#4	N/A	MICROSOFT CORP (MSFT) - 3.77%
#5	N/A	BROADCOM INC (AVGO) - 3.51%
#6	N/A	ALPHABET INC CLASS A (GOOGL) - 3.51%
#7	N/A	AMAZON.COM INC (AMZN) - 3.51%
#8	N/A	TESLA INC (TSLA) - 2.72%
#9	N/A	ALPHABET INC CLASS C (GOOG) - 2.69%
#10	N/A	META PLATFORMS INC CLASS A (META) - 2.28%
#11	N/A	MICRON TECHNOLOGY INC (MU) - 1.79%
#12	N/A	GE VERNOVA INC (GEV) - 1.63%
#13	N/A	JPMORGAN CHASE & CO (JPM) - 1.43%
#14	N/A	MASTERCARD INC CLASS A (MA) - 1.38%
#15	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.36%
#16	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.26%
#17	N/A	LAS VEGAS SANDS CORP (LVS) - 1.15%
#18	N/A	SMURFIT WESTROCK PLC (SW) - 1.11%
#19	N/A	EXXON MOBIL CORP (XOM) - 1.07%
#20	N/A	ELI LILLY AND CO (LLY) - 1.06%
#21	N/A	M&T BANK CORP (MTB) - 1.06%
#22	N/A	NETFLIX INC (NFLX) - 1.03%
#23	N/A	COSTCO WHOLESALE CORP (COST) - 0.98%
#24	N/A	INTEL CORP (INTC) - 0.98%
#25	N/A	ABBVIE INC (ABBV) - 0.97%
Total Holdings	1	163

UDN vs AIEQ - Historical Returns

Returns include dividend reinvestment.

Period	UDN	AIEQ
1 month	-1.31%	+0.50%
3 months	+0.39%	+11.32%
6 months	-0.63%	+9.43%
1 year	-0.37%	+19.83%
5 years(CAGR)	-0.71%	N/A
10 years(CAGR)	-0.44%	N/A
Max(CAGR)	-0.73%	+15.87%

UDN

-1.31%

Winner

AIEQ

+0.50%

UDN

+0.39%

Winner

AIEQ

+11.32%

UDN

-0.63%

Winner

AIEQ

+9.43%

UDN

-0.37%

Winner

AIEQ

+19.83%

5Y(CAGR)

UDN

-0.71%

AIEQ

N/A

10Y(CAGR)

UDN

-0.44%

AIEQ

N/A

Max(CAGR)

UDN

-0.73%

Winner

AIEQ

+15.87%

UDN vs AIEQ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	AIEQ
2026	-0.66%	+9.00%
2025	+13.17%	+13.97%
2024	-3.79%	+14.21%
2023	+5.97%	N/A
2022	-7.36%	N/A
2021	-7.03%	N/A
2020	+6.61%	N/A
2019	-0.26%	N/A
2018	-5.53%	N/A
2017	+10.51%	N/A
2016	-4.35%	N/A
2015	-9.04%	N/A
2014	-11.71%	N/A
2013	-0.44%	N/A
2012	+0.44%	N/A
2011	-0.52%	N/A
2010	-2.27%	N/A
2009	+6.00%	N/A
2008	-5.24%	N/A
2007	+11.41%	N/A

UDN vs AIEQ Drawdown Comparison

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

The maximum drawdown for AIEQ was -24.19%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.

The current UDN drawdown is -27.84%. The current AIEQ drawdown is -2.07%.

Rank	UDN	AIEQ
#1	-41.68% Mar 17, 2008 - Sep 27, 2022	-24.19% Feb 18, 2025 - Jul 1, 2025
#2	-3.75% Nov 26, 2007 - Jan 30, 2008	-13.27% Jul 16, 2024 - Oct 14, 2024
#3	-2.48% Jan 30, 2008 - Feb 26, 2008	-9.11% Feb 11, 2026 - Apr 15, 2026
#4	-1.77% Jul 24, 2007 - Sep 6, 2007	-8.41% Mar 28, 2024 - Jul 2, 2024
#5	-1.54% Apr 30, 2007 - Jun 29, 2007	-6.89% Oct 28, 2025 - Feb 11, 2026
#6	-1.31% Sep 28, 2007 - Oct 18, 2007	-5.41% Dec 4, 2024 - Jan 23, 2025
#7	-1.06% Nov 8, 2007 - Nov 21, 2007	-4.09% Jun 1, 2026 - Jun 10, 2026
#8	-0.80% Oct 19, 2007 - Oct 25, 2007	-3.57% Feb 15, 2024 - Mar 21, 2024
#9	-0.62% Mar 10, 2008 - Mar 12, 2008	-3.16% Feb 12, 2024 - Feb 15, 2024
#10	-0.60% Mar 1, 2007 - Mar 13, 2007	-2.94% Jul 25, 2025 - Aug 13, 2025
#11	-0.55% Mar 21, 2007 - Apr 2, 2007	-2.87% Jan 29, 2024 - Feb 8, 2024
#12	-0.50% Oct 31, 2007 - Nov 6, 2007	-2.73% Oct 18, 2024 - Nov 6, 2024
#13	-0.39% Apr 2, 2007 - Apr 5, 2007	-2.68% Oct 8, 2025 - Oct 21, 2025
#14	-0.39% Apr 25, 2007 - Apr 30, 2007	-2.48% Jan 23, 2025 - Feb 13, 2025
#15	-0.38% Apr 5, 2007 - Apr 10, 2007	-2.34% May 14, 2026 - May 26, 2026

Correlation

Correlation between UDN and AIEQ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2007 - 2025)

UDN vs AIEQ dividend yield comparison.

Year	UDN	AIEQ
2025	2.94%	0.43%
2024	5.33%	0.65%
2023	5.21%	0.00%
2022	0.69%	0.00%
2019	1.38%	0.00%
2018	1.26%	0.00%
2017	0.11%	0.00%
2008	0.57%	0.00%
2007	1.45%	0.00%

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UDN vs AIEQ

UDN vs AIEQ - Performance Comparison

Key Characteristics

UDN vs AIEQ - Holdings Comparison

UDN vs AIEQ - Historical Returns

UDN vs AIEQ - Annual Returns (2007 - 2026)

UDN vs AIEQ Drawdown Comparison

Correlation

Dividend Comparison (2007 - 2025)

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