UDN vs YSEP

Comparison between Invesco DB US Dollar Index Bearish Fund -1x Shares (UDN, ETF) and FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER (YSEP, ETF).

5-Year PerformanceYSEP has outperformed UDN, delivering a return of +7.0% compared to -0.7%

UDN vs YSEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDN(ETF)	YSEP(ETF)
Net Assets	$124M	$125M
Expense Ratio	N/A	0.90%
Max Drawdown	44.56%	22.58%
Sharpe Ratio	-0.52	1.15
5Y Beta	-0.01	0.41
5Y Dividends CAGR	38.18%	N/A

Net Assets

UDN

$124M

Winner

YSEP

$125M

Expense Ratio

UDN

N/A

YSEP

0.90%

Max Drawdown

UDN

44.56%

Winner

YSEP

22.58%

Sharpe Ratio

UDN

-0.52

Winner

YSEP

1.15

5Y Beta

Winner

UDN

-0.01

YSEP

0.41

5Y Dividends CAGR

UDN

38.18%

YSEP

N/A

UDN vs YSEP - Historical Returns

Returns include dividend reinvestment.

Period	UDN	YSEP
1 month	-0.17%	+2.23%
3 months	+0.61%	+4.75%
6 months	-0.63%	+6.36%
1 year	+0.01%	+14.15%
5 years(CAGR)	-0.68%	+7.00%
10 years(CAGR)	-0.41%	N/A
Max(CAGR)	-0.72%	+7.00%

UDN

-0.17%

Winner

YSEP

+2.23%

UDN

+0.61%

Winner

YSEP

+4.75%

UDN

-0.63%

Winner

YSEP

+6.36%

UDN

+0.01%

Winner

YSEP

+14.15%

5Y(CAGR)

UDN

-0.68%

Winner

YSEP

+7.00%

10Y(CAGR)

UDN

-0.41%

YSEP

N/A

Max(CAGR)

UDN

-0.72%

Winner

YSEP

+7.00%

UDN vs YSEP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UDN	YSEP
2026	-0.55%	+5.38%
2025	+13.17%	+19.88%
2024	-3.79%	+5.72%
2023	+5.97%	+14.92%
2022	-7.36%	-10.00%
2021	-7.03%	-0.50%
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 YSEP 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 YSEP was -22.58%, occurring on Sep 27, 2022. Recovery took 430 trading sessions.

The current UDN drawdown is -27.76%.

Rank	UDN	YSEP
#1	-41.68% Mar 17, 2008 - Sep 27, 2022	-22.58% Nov 5, 2021 - Jul 26, 2023
#2	-3.75% Nov 26, 2007 - Jan 30, 2008	-8.75% Jul 28, 2023 - Dec 14, 2023
#3	-2.48% Jan 30, 2008 - Feb 26, 2008	-7.36% Mar 18, 2025 - Apr 28, 2025
#4	-1.77% Jul 24, 2007 - Sep 6, 2007	-6.59% Jul 12, 2024 - Aug 21, 2024
#5	-1.54% Apr 30, 2007 - Jun 29, 2007	-5.54% Sep 26, 2024 - Mar 5, 2025
#6	-1.31% Sep 28, 2007 - Oct 18, 2007	-5.43% Feb 26, 2026 - Apr 17, 2026
#7	-1.06% Nov 8, 2007 - Nov 21, 2007	-3.88% Aug 30, 2024 - Sep 26, 2024
#8	-0.80% Oct 19, 2007 - Oct 25, 2007	-3.83% Mar 27, 2024 - May 9, 2024
#9	-0.62% Mar 10, 2008 - Mar 12, 2008	-3.16% Jul 23, 2025 - Aug 12, 2025
#10	-0.60% Mar 1, 2007 - Mar 13, 2007	-3.06% Jun 6, 2024 - Jul 11, 2024
#11	-0.55% Mar 21, 2007 - Apr 2, 2007	-2.98% Nov 12, 2025 - Dec 10, 2025
#12	-0.50% Oct 31, 2007 - Nov 6, 2007	-2.92% Sep 23, 2021 - Nov 1, 2021
#13	-0.39% Apr 2, 2007 - Apr 5, 2007	-2.65% Dec 29, 2023 - Feb 1, 2024
#14	-0.39% Apr 25, 2007 - Apr 30, 2007	-1.98% May 15, 2024 - Jun 5, 2024
#15	-0.38% Apr 5, 2007 - Apr 10, 2007	-1.86% Mar 7, 2025 - Mar 17, 2025