UDN vs LST

Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and LEUTHOLD SELECT INDUSTRIES ETF (LST, ETF).

UDN vs LST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDN(ETF)	LST(ETF)
Net Assets	$109M	$109M
Expense Ratio	N/A	0.65%
Max Drawdown	44.56%	19.47%
Sharpe Ratio	-0.40	1.54
5Y Beta	0.00	0.89
P/E Ratio	N/A	18.37
Forward P/E	N/A	16.00
PEG Ratio	N/A	0.25
5Y Dividends CAGR	38.18%	N/A
5Y EPS CAGR	N/A	17.35%
Debt to Equity	N/A	47.91%
P/S Ratio	N/A	1.23
P/B Ratio	N/A	3.02

Net Assets

Winner

UDN

$109M

LST

$109M

Expense Ratio

UDN

N/A

LST

0.65%

Max Drawdown

UDN

44.56%

Winner

LST

19.47%

Sharpe Ratio

UDN

-0.40

Winner

LST

1.54

5Y Beta

Winner

UDN

0.00

LST

0.89

P/E Ratio

UDN

N/A

LST

18.37

Forward P/E

UDN

N/A

LST

16.00

PEG Ratio

UDN

N/A

LST

0.25

5Y Dividends CAGR

UDN

38.18%

LST

N/A

5Y EPS CAGR

UDN

N/A

LST

17.35%

Debt to Equity

UDN

N/A

LST

47.91%

P/S Ratio

UDN

N/A

LST

1.23

P/B Ratio

UDN

N/A

LST

3.02

UDN vs LST - Holdings Comparison

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

UDN's top 25 holdings weight is 95.02%. LST's top 25 holdings weight is 37.27%.

Rank	UDN	LST
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 95.02%	ALPHABET INC CLASS A (GOOGL) - 2.17%
#2	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.01%
#3	N/A	n/a (DELL) - 1.95%
#4	N/A	CARDINAL HEALTH INC (CAH) - 1.88%
#5	N/A	CISCO SYSTEMS INC (CSCO) - 1.78%
#6	N/A	MCKESSON CORP (MCK) - 1.75%
#7	N/A	META PLATFORMS INC CLASS A (META) - 1.68%
#8	N/A	MICROSOFT CORP (MSFT) - 1.64%
#9	N/A	FLEX LTD (FLEX) - 1.63%
#10	N/A	UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.55%
#11	N/A	GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.49%
#12	N/A	FEDEX CORP (FDX) - 1.49%
#13	N/A	CITIGROUP INC (C) - 1.47%
#14	N/A	JPMORGAN CHASE & CO (JPM) - 1.45%
#15	N/A	JABIL INC (JBL) - 1.31%
#16	N/A	BANK OF AMERICA CORP (BAC) - 1.30%
#17	N/A	F5 INC (FFIV) - 1.29%
#18	N/A	CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.26%
#19	N/A	DEVON ENERGY CORP (DVN) - 1.26%
#20	N/A	MAGNA INTERNATIONAL INC (n/a) - 1.24%
#21	N/A	CENCORA INC (COR) - 1.24%
#22	N/A	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.11%
#23	N/A	BARCLAYS PLC ADR (BCS) - 1.11%
#24	N/A	DYCOM INDUSTRIES INC (DY) - 1.11%
#25	N/A	SANMINA CORP (SANM) - 1.10%
Total Holdings	1	122

UDN vs LST - Historical Returns

Returns include dividend reinvestment.

Period	UDN	LST
1 month	+2.69%	+4.08%
3 months	+0.72%	+4.51%
6 months	-0.27%	+10.48%
1 year	+1.22%	+27.85%
5 years(CAGR)	+0.11%	N/A
10 years(CAGR)	-0.28%	N/A
Max(CAGR)	-0.66%	+22.22%

UDN

+2.69%

Winner

LST

+4.08%

UDN

+0.72%

Winner

LST

+4.51%

UDN

-0.27%

Winner

LST

+10.48%

UDN

+1.22%

Winner

LST

+27.85%

5Y(CAGR)

UDN

+0.11%

LST

N/A

10Y(CAGR)

UDN

-0.28%

LST

N/A

Max(CAGR)

UDN

-0.66%

Winner

LST

+22.22%

UDN vs LST - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	LST
2026	+0.49%	+18.06%
2025	+13.17%	+15.66%
2024	-3.79%	N/A
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 LST 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 LST was -19.47%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The current UDN drawdown is -27.00%. The current LST drawdown is -1.59%.

Rank	UDN	LST
#1	-41.68% Mar 17, 2008 - Sep 27, 2022	-19.47% Feb 5, 2025 - Jun 24, 2025
#2	-3.75% Nov 26, 2007 - Jan 30, 2008	-10.85% Feb 26, 2026 - Apr 30, 2026
#3	-2.48% Jan 30, 2008 - Feb 26, 2008	-5.10% Nov 12, 2025 - Nov 28, 2025
#4	-1.77% Jul 24, 2007 - Sep 6, 2007	-4.36% Jun 4, 2026 - Aug 4, 2026
#5	-1.54% Apr 30, 2007 - Jun 29, 2007	-3.13% Sep 22, 2025 - Oct 24, 2025
#6	-1.31% Sep 28, 2007 - Oct 18, 2007	-2.83% May 14, 2026 - May 22, 2026
#7	-1.06% Nov 8, 2007 - Nov 21, 2007	-2.72% Oct 27, 2025 - Nov 12, 2025
#8	-0.80% Oct 19, 2007 - Oct 25, 2007	-2.71% Jul 3, 2025 - Aug 12, 2025
#9	-0.62% Mar 10, 2008 - Mar 12, 2008	-2.51% Feb 11, 2026 - Feb 20, 2026
#10	-0.60% Mar 1, 2007 - Mar 13, 2007	-2.35% Aug 10, 2026 - Aug 20, 2026
#11	-0.55% Mar 21, 2007 - Apr 2, 2007	-2.07% Dec 11, 2025 - Dec 22, 2025
#12	-0.50% Oct 31, 2007 - Nov 6, 2007	-1.95% Dec 26, 2025 - Jan 6, 2026
#13	-0.39% Apr 2, 2007 - Apr 5, 2007	-1.91% Jan 29, 2026 - Feb 6, 2026
#14	-0.39% Apr 25, 2007 - Apr 30, 2007	-1.56% Jan 30, 2025 - Feb 5, 2025
#15	-0.38% Apr 5, 2007 - Apr 10, 2007	-1.34% Apr 30, 2026 - May 6, 2026