UDN vs JHCB

Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and JOHN HANCOCK CORPORATE BOND ETF (JHCB, ETF).

5-Year PerformanceUDN has outperformed JHCB, delivering a return of +0.1% compared to +0.1%

UDN vs JHCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDN(ETF)	JHCB(ETF)
Net Assets	$109M	$109M
Expense Ratio	N/A	0.29%
Max Drawdown	44.56%	25.82%
Sharpe Ratio	-0.40	-0.43
5Y Beta	0.00	0.12
5Y Dividends CAGR	38.18%	38.06%

Net Assets

Winner

UDN

$109M

JHCB

$109M

Expense Ratio

UDN

N/A

JHCB

0.29%

Max Drawdown

UDN

44.56%

Winner

JHCB

25.82%

Sharpe Ratio

Winner

UDN

-0.40

JHCB

-0.43

5Y Beta

Winner

UDN

0.00

JHCB

0.12

5Y Dividends CAGR

Winner

UDN

38.18%

JHCB

38.06%

UDN vs JHCB - Historical Returns

Returns include dividend reinvestment.

Period	UDN	JHCB
1 month	+2.69%	+0.43%
3 months	+0.72%	-0.35%
6 months	-0.27%	-1.91%
1 year	+1.22%	+1.47%
5 years(CAGR)	+0.11%	+0.06%
10 years(CAGR)	-0.28%	N/A
Max(CAGR)	-0.66%	+0.82%

Winner

UDN

+2.69%

JHCB

+0.43%

Winner

UDN

+0.72%

JHCB

-0.35%

Winner

UDN

-0.27%

JHCB

-1.91%

UDN

+1.22%

Winner

JHCB

+1.47%

5Y(CAGR)

Winner

UDN

+0.11%

JHCB

+0.06%

10Y(CAGR)

UDN

-0.28%

JHCB

N/A

Max(CAGR)

UDN

-0.66%

Winner

JHCB

+0.82%

UDN vs JHCB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	JHCB
2026	+0.49%	-0.56%
2025	+13.17%	+8.02%
2024	-3.79%	+3.54%
2023	+5.97%	+8.49%
2022	-7.36%	-15.13%
2021	-7.03%	+3.41%
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 JHCB 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 JHCB was -22.60%, occurring on Oct 20, 2022. Recovery took 1055 trading sessions.

The current UDN drawdown is -27.00%. The current JHCB drawdown is -1.93%.

Rank	UDN	JHCB
#1	-41.68% Mar 17, 2008 - Sep 27, 2022	-22.60% Aug 3, 2021 - Oct 15, 2025
#2	-3.75% Nov 26, 2007 - Jan 30, 2008	-3.16% Feb 20, 2026 - Mar 27, 2026
#3	-2.48% Jan 30, 2008 - Feb 26, 2008	-1.55% Oct 28, 2025 - Feb 12, 2026
#4	-1.77% Jul 24, 2007 - Sep 6, 2007	-1.00% May 7, 2021 - May 25, 2021
#5	-1.54% Apr 30, 2007 - Jun 29, 2007	-0.76% Jul 7, 2021 - Jul 15, 2021
#6	-1.31% Sep 28, 2007 - Oct 18, 2007	-0.74% Apr 15, 2021 - May 6, 2021
#7	-1.06% Nov 8, 2007 - Nov 21, 2007	-0.69% Jun 18, 2021 - Jul 2, 2021
#8	-0.80% Oct 19, 2007 - Oct 25, 2007	-0.67% Jun 11, 2021 - Jun 18, 2021
#9	-0.62% Mar 10, 2008 - Mar 12, 2008	-0.50% Jul 19, 2021 - Aug 2, 2021
#10	-0.60% Mar 1, 2007 - Mar 13, 2007	-0.34% Apr 1, 2021 - Apr 6, 2021
#11	-0.55% Mar 21, 2007 - Apr 2, 2007	-0.26% Apr 8, 2021 - Apr 13, 2021
#12	-0.50% Oct 31, 2007 - Nov 6, 2007	-0.26% Jun 2, 2021 - Jun 4, 2021
#13	-0.39% Apr 2, 2007 - Apr 5, 2007	-0.21% Apr 6, 2021 - Apr 8, 2021
#14	-0.39% Apr 25, 2007 - Apr 30, 2007	-0.19% May 26, 2021 - Jun 2, 2021
#15	-0.38% Apr 5, 2007 - Apr 10, 2007	-0.14% Oct 22, 2025 - Oct 24, 2025

Correlation

Correlation between UDN and JHCB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2007 - 2026)

UDN vs JHCB dividend yield comparison.

Year	UDN	JHCB
2026	0.00%	2.78%
2025	2.94%	4.92%
2024	5.33%	5.02%
2023	5.21%	4.35%
2022	0.69%	3.86%
2021	0.00%	2.41%
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%