UDN vs XSEP
Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER (XSEP, ETF).
UDN vs XSEP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UDN
$124M
XSEP
$124M
Expense Ratio
UDN
N/A
XSEP
0.85%
Max Drawdown
UDN
44.56%
Winner
XSEP
9.21%
Sharpe Ratio
UDN
-0.44
Winner
XSEP
1.17
5Y Beta
Winner
UDN
-0.01
XSEP
0.41
5Y Dividends CAGR
UDN
38.18%
XSEP
N/A
UDN vs XSEP - Historical Returns
Returns include dividend reinvestment.
1M
UDN
-1.31%
Winner
XSEP
+0.67%
3M
UDN
+0.39%
Winner
XSEP
+4.83%
6M
UDN
-0.63%
Winner
XSEP
+4.83%
1Y
UDN
-0.37%
Winner
XSEP
+9.86%
5Y(CAGR)
UDN
-0.71%
XSEP
N/A
10Y(CAGR)
UDN
-0.44%
XSEP
N/A
Max(CAGR)
UDN
-0.73%
Winner
XSEP
+10.88%
UDN vs XSEP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UDN | XSEP |
|---|---|---|
| 2026 | -0.66% | +4.21% |
| 2025 | +13.17% | +8.89% |
| 2024 | -3.79% | +8.74% |
| 2023 | +5.97% | +16.29% |
| 2022 | -7.36% | +2.83% |
| 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 XSEP 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 XSEP was -9.21%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The current UDN drawdown is -27.84%. The current XSEP drawdown is -0.25%.
| Rank | UDN | XSEP |
|---|---|---|
| #1 | -41.68% Mar 17, 2008 - Sep 27, 2022 | -9.21% Feb 19, 2025 - May 16, 2025 |
| #2 | -3.75% Nov 26, 2007 - Jan 30, 2008 | -3.51% Feb 25, 2026 - Apr 9, 2026 |
| #3 | -2.48% Jan 30, 2008 - Feb 26, 2008 | -3.48% Sep 15, 2023 - Nov 7, 2023 |
| #4 | -1.77% Jul 24, 2007 - Sep 6, 2007 | -3.05% Oct 4, 2022 - Oct 25, 2022 |
| #5 | -1.54% Apr 30, 2007 - Jun 29, 2007 | -2.91% Feb 2, 2023 - Mar 31, 2023 |
| #6 | -1.31% Sep 28, 2007 - Oct 18, 2007 | -2.74% Dec 2, 2022 - Jan 11, 2023 |
| #7 | -1.06% Nov 8, 2007 - Nov 21, 2007 | -2.19% Sep 22, 2022 - Oct 4, 2022 |
| #8 | -0.80% Oct 19, 2007 - Oct 25, 2007 | -2.03% Oct 27, 2025 - Nov 28, 2025 |
| #9 | -0.62% Mar 10, 2008 - Mar 12, 2008 | -1.90% Oct 28, 2022 - Nov 10, 2022 |
| #10 | -0.60% Mar 1, 2007 - Mar 13, 2007 | -1.42% Jul 31, 2024 - Aug 12, 2024 |
| #11 | -0.55% Mar 21, 2007 - Apr 2, 2007 | -1.22% Dec 6, 2024 - Jan 17, 2025 |
| #12 | -0.50% Oct 31, 2007 - Nov 6, 2007 | -1.18% Oct 6, 2025 - Oct 20, 2025 |
| #13 | -0.39% Apr 2, 2007 - Apr 5, 2007 | -1.09% May 1, 2023 - May 15, 2023 |
| #14 | -0.39% Apr 25, 2007 - Apr 30, 2007 | -1.07% May 16, 2025 - Jun 2, 2025 |
| #15 | -0.38% Apr 5, 2007 - Apr 10, 2007 | -0.97% Feb 2, 2026 - Feb 9, 2026 |
Correlation
Correlation between UDN and XSEP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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