UDN vs FEUS

Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and FLEXSHARES ESG & CLIMATE US LARGE CAP CORE INDEX FUND (FEUS, ETF).

5-Year PerformanceFEUS has outperformed UDN, delivering a return of +12.0% compared to -0.4%

UDN vs FEUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDN(ETF)	FEUS(ETF)
Net Assets	$113M	$113M
Expense Ratio	N/A	0.09%
Max Drawdown	44.56%	26.03%
Sharpe Ratio	-0.79	1.22
5Y Beta	-0.00	0.95
P/E Ratio	N/A	27.13
Forward P/E	N/A	19.89
PEG Ratio	N/A	0.41
5Y Dividends CAGR	38.18%	N/A
5Y EPS CAGR	N/A	24.53%
Debt to Equity	N/A	34.26%
P/S Ratio	N/A	3.17
P/B Ratio	N/A	5.35

Net Assets

UDN

$113M

Winner

FEUS

$113M

Expense Ratio

UDN

N/A

FEUS

0.09%

Max Drawdown

UDN

44.56%

Winner

FEUS

26.03%

Sharpe Ratio

UDN

-0.79

Winner

FEUS

1.22

5Y Beta

Winner

UDN

-0.00

FEUS

0.95

P/E Ratio

UDN

N/A

FEUS

27.13

Forward P/E

UDN

N/A

FEUS

19.89

PEG Ratio

UDN

N/A

FEUS

0.41

5Y Dividends CAGR

UDN

38.18%

FEUS

N/A

5Y EPS CAGR

UDN

N/A

FEUS

24.53%

Debt to Equity

UDN

N/A

FEUS

34.26%

P/S Ratio

UDN

N/A

FEUS

3.17

P/B Ratio

UDN

N/A

FEUS

5.35

UDN vs FEUS - Holdings Comparison

UDN and FEUS have 0 common holdings. Overlap is 0.00%

UDN's top 25 holdings weight is 95.02%. FEUS's top 25 holdings weight is 56.73%.

Rank	UDN	FEUS
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 95.02%	NVIDIA CORP (NVDA) - 7.80%
#2	N/A	APPLE INC (AAPL) - 7.49%
#3	N/A	MICROSOFT CORP (MSFT) - 4.55%
#4	N/A	AMAZON.COM INC (AMZN) - 3.89%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 3.47%
#6	N/A	ALPHABET INC CLASS C (GOOG) - 2.96%
#7	N/A	BROADCOM INC (AVGO) - 2.23%
#8	N/A	TESLA INC (TSLA) - 2.16%
#9	N/A	JPMORGAN CHASE & CO (JPM) - 2.08%
#10	N/A	META PLATFORMS INC CLASS A (META) - 1.94%
#11	N/A	MICRON TECHNOLOGY INC (MU) - 1.72%
#12	N/A	JOHNSON & JOHNSON (JNJ) - 1.65%
#13	N/A	VISA INC CLASS A (V) - 1.58%
#14	N/A	CISCO SYSTEMS INC (CSCO) - 1.41%
#15	N/A	WALMART INC (WMT) - 1.30%
#16	N/A	MASTERCARD INC CLASS A (MA) - 1.26%
#17	N/A	INTEL CORP (INTC) - 1.22%
#18	N/A	THE GOLDMAN SACHS GROUP INC (GS) - 1.12%
#19	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.00%
#20	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.00%
#21	N/A	MERCK & CO INC (MRK) - 1.00%
#22	N/A	n/a (DELL) - 0.98%
#23	N/A	CVS HEALTH CORP (CVS) - 0.98%
#24	N/A	CATERPILLAR INC (CAT) - 0.98%
#25	N/A	AMGEN INC (AMGN) - 0.96%
Total Holdings	1	177

UDN vs FEUS - Historical Returns

Returns include dividend reinvestment.

Period	UDN	FEUS
1 month	+0.00%	+1.21%
3 months	-2.19%	+7.65%
6 months	-1.60%	+10.68%
1 year	-1.77%	+19.86%
5 years(CAGR)	-0.43%	+12.03%
10 years(CAGR)	-0.29%	N/A
Max(CAGR)	-0.79%	+12.03%

UDN

+0.00%

Winner

FEUS

+1.21%

UDN

-2.19%

Winner

FEUS

+7.65%

UDN

-1.60%

Winner

FEUS

+10.68%

UDN

-1.77%

Winner

FEUS

+19.86%

5Y(CAGR)

UDN

-0.43%

Winner

FEUS

+12.03%

10Y(CAGR)

UDN

-0.29%

FEUS

N/A

Max(CAGR)

UDN

-0.79%

Winner

FEUS

+12.03%

UDN vs FEUS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	FEUS
2026	-1.92%	+10.19%
2025	+13.17%	+15.05%
2024	-3.79%	+23.67%
2023	+5.97%	+25.92%
2022	-7.36%	-19.59%
2021	-7.03%	+9.98%
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 FEUS 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 FEUS was -25.32%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

The current UDN drawdown is -28.76%. The current FEUS drawdown is -1.21%.

Rank	UDN	FEUS
#1	-41.68% Mar 17, 2008 - Sep 27, 2022	-25.32% Dec 29, 2021 - Dec 18, 2023
#2	-3.75% Nov 26, 2007 - Jan 30, 2008	-19.47% Feb 19, 2025 - Jul 2, 2025
#3	-2.48% Jan 30, 2008 - Feb 26, 2008	-9.55% Jan 12, 2026 - Apr 16, 2026
#4	-1.77% Jul 24, 2007 - Sep 6, 2007	-8.82% Jul 16, 2024 - Sep 19, 2024
#5	-1.54% Apr 30, 2007 - Jun 29, 2007	-5.59% Mar 28, 2024 - May 15, 2024
#6	-1.31% Sep 28, 2007 - Oct 18, 2007	-5.28% Oct 28, 2025 - Dec 10, 2025
#7	-1.06% Nov 8, 2007 - Nov 21, 2007	-4.67% Dec 11, 2024 - Feb 19, 2025
#8	-0.80% Oct 19, 2007 - Oct 25, 2007	-4.45% Jun 2, 2026 - Jun 10, 2026
#9	-0.62% Mar 10, 2008 - Mar 12, 2008	-3.96% Nov 18, 2021 - Dec 27, 2021
#10	-0.60% Mar 1, 2007 - Mar 13, 2007	-3.57% Sep 24, 2021 - Oct 14, 2021
#11	-0.55% Mar 21, 2007 - Apr 2, 2007	-2.88% Oct 8, 2025 - Oct 24, 2025
#12	-0.50% Oct 31, 2007 - Nov 6, 2007	-2.86% Oct 14, 2024 - Nov 6, 2024
#13	-0.39% Apr 2, 2007 - Apr 5, 2007	-2.46% Jul 25, 2025 - Aug 8, 2025
#14	-0.39% Apr 25, 2007 - Apr 30, 2007	-2.04% Nov 11, 2024 - Nov 25, 2024
#15	-0.38% Apr 5, 2007 - Apr 10, 2007	-1.94% Dec 11, 2025 - Dec 23, 2025

Correlation

Correlation between UDN and FEUS is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

UDN vs FEUS dividend yield comparison.

Year	UDN	FEUS
2026	0.00%	0.48%
2025	2.94%	1.06%
2024	5.33%	1.15%
2023	5.21%	1.41%
2022	0.69%	1.48%
2021	0.00%	0.36%
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%