UDN vs RVNU

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

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

UDN vs RVNU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

UDN

$136M

RVNU

$136M

Expense Ratio

UDN

N/A

RVNU

0.15%

Max Drawdown

UDN

44.56%

Winner

RVNU

25.75%

Sharpe Ratio

UDN

-0.53

Winner

RVNU

1.06

5Y Beta

Winner

UDN

-0.01

RVNU

0.05

5Y Dividends CAGR

Winner

UDN

38.18%

RVNU

3.91%

UDN vs RVNU - Historical Returns

Returns include dividend reinvestment.

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

UDN

-1.42%

Winner

RVNU

+1.46%

UDN

-0.55%

Winner

RVNU

+2.23%

UDN

-0.43%

Winner

RVNU

+3.23%

UDN

+0.16%

Winner

RVNU

+9.96%

5Y(CAGR)

UDN

-0.89%

Winner

RVNU

-0.20%

10Y(CAGR)

UDN

-0.53%

Winner

RVNU

+1.92%

Max(CAGR)

UDN

-0.75%

Winner

RVNU

+2.93%

UDN vs RVNU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	RVNU
2026	-1.04%	+3.56%
2025	+13.17%	+0.42%
2024	-3.79%	+1.49%
2023	+5.97%	+10.21%
2022	-7.36%	-16.63%
2021	-7.03%	+2.38%
2020	+6.61%	+6.48%
2019	-0.26%	+10.29%
2018	-5.53%	-0.12%
2017	+10.51%	+7.86%
2016	-4.35%	+0.44%
2015	-9.04%	+3.42%
2014	-11.71%	+15.93%
2013	-0.44%	-5.29%
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 RVNU 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 RVNU was -23.52%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

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

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

Correlation

Correlation between UDN and RVNU 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)

UDN vs RVNU dividend yield comparison.

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