UDN vs VAMO

Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and CAMBRIA VALUE AND MOMENTUM ETF (VAMO, ETF).

5-Year PerformanceVAMO has outperformed UDN, delivering a return of +11.0% compared to +0.1%

UDN vs VAMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDN(ETF)	VAMO(ETF)
Net Assets	$109M	$109M
Expense Ratio	N/A	0.65%
Max Drawdown	44.56%	42.95%
Sharpe Ratio	-0.40	1.16
5Y Beta	0.00	0.27
P/E Ratio	N/A	15.85
Forward P/E	N/A	12.61
5Y Dividends CAGR	38.18%	5.92%
5Y EPS CAGR	N/A	15.59%
Debt to Equity	N/A	8.14%
P/S Ratio	N/A	0.58
P/B Ratio	N/A	1.72

Net Assets

Winner

UDN

$109M

VAMO

$109M

Expense Ratio

UDN

N/A

VAMO

0.65%

Max Drawdown

UDN

44.56%

Winner

VAMO

42.95%

Sharpe Ratio

UDN

-0.40

Winner

VAMO

1.16

5Y Beta

Winner

UDN

0.00

VAMO

0.27

P/E Ratio

UDN

N/A

VAMO

15.85

Forward P/E

UDN

N/A

VAMO

12.61

5Y Dividends CAGR

Winner

UDN

38.18%

VAMO

5.92%

5Y EPS CAGR

UDN

N/A

VAMO

15.59%

Debt to Equity

UDN

N/A

VAMO

8.14%

P/S Ratio

UDN

N/A

VAMO

0.58

P/B Ratio

UDN

N/A

VAMO

1.72

UDN vs VAMO - Holdings Comparison

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

UDN's top 25 holdings weight is 95.02%. VAMO's top 25 holdings weight is 32.59%.

Rank	UDN	VAMO
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 95.02%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 7.16%
#2	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 3.27%
#3	N/A	TACTILE SYSTEMS TECHNOLOGY INC (TCMD) - 1.01%
#4	N/A	NUTEX HEALTH INC (NUTX) - 1.00%
#5	N/A	PBF ENERGY INC CLASS A (PBF) - 1.00%
#6	N/A	ZIFF DAVIS INC (ZD) - 0.99%
#7	N/A	ENOVA INTERNATIONAL INC (ENVA) - 0.98%
#8	N/A	UNITED AIRLINES HOLDINGS INC (UAL) - 0.98%
#9	N/A	PAR PACIFIC HOLDINGS INC (PARR) - 0.98%
#10	N/A	INTERFACE INC (TILE) - 0.97%
#11	N/A	OSHKOSH CORP (OSK) - 0.97%
#12	N/A	VALERO ENERGY CORP (VLO) - 0.96%
#13	N/A	SCHOLASTIC CORP (SCHL) - 0.96%
#14	N/A	CLIMB BIO INC (CLYM) - 0.96%
#15	N/A	SENECA FOODS CORP CLASS A (SENEA) - 0.95%
#16	N/A	OPENLANE INC (OPLN) - 0.95%
#17	N/A	NWPX INFRASTRUCTURE INC (NWPX) - 0.95%
#18	N/A	HF SINCLAIR CORP (DINO) - 0.95%
#19	N/A	TEREX CORP (TEX) - 0.95%
#20	N/A	HEALTHCARE SERVICES GROUP INC (HCSG) - 0.95%
#21	N/A	HAPPEN INC (HAPN) - 0.95%
#22	N/A	CALLAWAY GOLF CO (CALY) - 0.94%
#23	N/A	MGIC INVESTMENT CORP (MTG) - 0.94%
#24	N/A	BLUE BIRD CORP (BLBD) - 0.94%
#25	N/A	EXELIXIS INC (EXEL) - 0.93%
Total Holdings	1	103

UDN vs VAMO - Historical Returns

Returns include dividend reinvestment.

Period	UDN	VAMO
1 month	+2.69%	+0.69%
3 months	+0.72%	+4.77%
6 months	-0.27%	+3.51%
1 year	+1.22%	+14.80%
5 years(CAGR)	+0.11%	+10.99%
10 years(CAGR)	-0.28%	+5.84%
Max(CAGR)	-0.66%	+4.63%

Winner

UDN

+2.69%

VAMO

+0.69%

UDN

+0.72%

Winner

VAMO

+4.77%

UDN

-0.27%

Winner

VAMO

+3.51%

UDN

+1.22%

Winner

VAMO

+14.80%

5Y(CAGR)

UDN

+0.11%

Winner

VAMO

+10.99%

10Y(CAGR)

UDN

-0.28%

Winner

VAMO

+5.84%

Max(CAGR)

UDN

-0.66%

Winner

VAMO

+4.63%

UDN vs VAMO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	VAMO
2026	+0.49%	+6.97%
2025	+13.17%	+16.15%
2024	-3.79%	+6.34%
2023	+5.97%	+8.05%
2022	-7.36%	+7.74%
2021	-7.03%	+32.63%
2020	+6.61%	-5.17%
2019	-0.26%	-5.98%
2018	-5.53%	-12.72%
2017	+10.51%	+3.90%
2016	-4.35%	+5.68%
2015	-9.04%	-7.28%
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 VAMO 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 VAMO was -41.83%, occurring on Mar 18, 2020. Recovery took 857 trading sessions.

The current UDN drawdown is -27.00%. The current VAMO drawdown is -1.89%.

Rank	UDN	VAMO
#1	-41.68% Mar 17, 2008 - Sep 27, 2022	-41.83% Jun 11, 2018 - Nov 3, 2021
#2	-3.75% Nov 26, 2007 - Jan 30, 2008	-17.24% Nov 7, 2022 - Dec 27, 2023
#3	-2.48% Jan 30, 2008 - Feb 26, 2008	-14.74% Jun 9, 2022 - Nov 7, 2022
#4	-1.77% Jul 24, 2007 - Sep 6, 2007	-13.08% Sep 24, 2015 - Oct 13, 2017
#5	-1.54% Apr 30, 2007 - Jun 29, 2007	-11.96% Nov 12, 2021 - Mar 2, 2022
#6	-1.31% Sep 28, 2007 - Oct 18, 2007	-11.61% Nov 25, 2024 - Aug 22, 2025
#7	-1.06% Nov 8, 2007 - Nov 21, 2007	-9.15% Apr 21, 2022 - Jun 3, 2022
#8	-0.80% Oct 19, 2007 - Oct 25, 2007	-8.77% Mar 28, 2024 - Jul 26, 2024
#9	-0.62% Mar 10, 2008 - Mar 12, 2008	-8.61% Mar 2, 2022 - Apr 21, 2022
#10	-0.60% Mar 1, 2007 - Mar 13, 2007	-8.06% Jan 23, 2018 - May 21, 2018
#11	-0.55% Mar 21, 2007 - Apr 2, 2007	-7.18% Jul 31, 2024 - Oct 16, 2024
#12	-0.50% Oct 31, 2007 - Nov 6, 2007	-5.55% Feb 11, 2026 - Jun 26, 2026
#13	-0.39% Apr 2, 2007 - Apr 5, 2007	-4.84% Oct 14, 2025 - Nov 28, 2025
#14	-0.39% Apr 25, 2007 - Apr 30, 2007	-3.69% Oct 16, 2024 - Nov 6, 2024
#15	-0.38% Apr 5, 2007 - Apr 10, 2007	-3.40% Dec 27, 2023 - Feb 12, 2024

Correlation

Correlation between UDN and VAMO is -0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.22

-101

Dividend Comparison (2007 - 2026)

UDN vs VAMO dividend yield comparison.

Year	UDN	VAMO
2026	0.00%	0.30%
2025	2.94%	1.41%
2024	5.33%	0.84%
2023	5.21%	1.35%
2022	0.69%	1.10%
2021	0.00%	1.07%
2020	0.00%	1.03%
2019	1.38%	1.15%
2018	1.26%	1.03%
2017	0.11%	0.35%
2016	0.00%	0.56%
2015	0.00%	0.20%
2008	0.57%	0.00%
2007	1.45%	0.00%