USDU vs AEF

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and abrdn Emerging Markets Equity Income Fund Inc (AEF, ETF).

5-Year PerformanceAEF has outperformed USDU, delivering a return of +8.2% compared to +5.6%

USDU vs AEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	AEF(ETF)
Net Assets	$396M	$396M
Expense Ratio	0.51%	N/A
Max Drawdown	16.80%	83.50%
Sharpe Ratio	0.31	2.28
5Y Beta	-0.02	0.85
5Y Dividends CAGR	64.63%	24.83%

Net Assets

Winner

USDU

$396M

AEF

$396M

Expense Ratio

USDU

0.51%

AEF

N/A

Max Drawdown

Winner

USDU

16.80%

AEF

83.50%

Sharpe Ratio

USDU

0.31

Winner

AEF

2.28

5Y Beta

Winner

USDU

-0.02

AEF

0.85

5Y Dividends CAGR

Winner

USDU

64.63%

AEF

24.83%

USDU vs AEF - Historical Returns

Returns include dividend reinvestment.

Period	USDU	AEF
1 month	+1.92%	-5.91%
3 months	+1.85%	+17.05%
6 months	+2.30%	+37.02%
1 year	+5.44%	+78.85%
5 years(CAGR)	+5.64%	+8.19%
10 years(CAGR)	+2.79%	+11.89%
Max(CAGR)	+3.26%	+10.03%

Winner

USDU

+1.92%

AEF

-5.91%

USDU

+1.85%

Winner

AEF

+17.05%

USDU

+2.30%

Winner

AEF

+37.02%

USDU

+5.44%

Winner

AEF

+78.85%

5Y(CAGR)

USDU

+5.64%

Winner

AEF

+8.19%

10Y(CAGR)

USDU

+2.79%

Winner

AEF

+11.89%

Max(CAGR)

USDU

+3.26%

Winner

AEF

+10.03%

USDU vs AEF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	USDU	AEF
2026	+2.52%	+28.71%
2025	-3.69%	+49.61%
2024	+13.69%	+10.79%
2023	+2.16%	+7.32%
2022	+7.08%	-30.28%
2021	+4.02%	+2.75%
2020	-5.93%	+9.32%
2019	+1.09%	+21.28%
2018	+5.76%	-17.85%
2017	-8.65%	+56.05%
2016	+1.71%	+17.21%
2015	+6.62%	-16.16%
2014	+8.82%	-21.40%
2013	+0.44%	-23.14%
2012	N/A	+10.38%
2011	N/A	-23.87%
2010	N/A	+46.73%
2009	N/A	+93.70%
2008	N/A	-49.53%
2007	N/A	+46.06%
2006	N/A	+0.76%
2005	N/A	+58.10%
2004	N/A	+16.35%
2003	N/A	+101.63%
2002	N/A	-13.64%
2001	N/A	+11.88%

USDU vs AEF Drawdown Comparison

The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.

The maximum drawdown for AEF was -64.06%, occurring on Jan 21, 2016. Recovery took 3763 trading sessions.

The current USDU drawdown is -1.54%. The current AEF drawdown is -11.42%.

Rank	USDU	AEF
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-64.06% Nov 9, 2010 - Oct 27, 2025
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-63.36% Dec 31, 2007 - Jan 8, 2010
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-33.51% Mar 13, 2002 - Jun 6, 2003
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-33.44% Jan 13, 2004 - Dec 23, 2004
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-31.83% Jun 15, 2007 - Dec 31, 2007
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-27.66% Jan 5, 2006 - Jan 24, 2007
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-26.74% May 31, 2001 - Mar 1, 2002
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-19.92% Feb 25, 2026 - Apr 17, 2026
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-17.13% Oct 30, 2003 - Dec 30, 2003
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-15.51% Feb 20, 2007 - May 3, 2007
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-15.23% Jan 19, 2010 - Jul 22, 2010
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-12.31% Jan 31, 2001 - May 31, 2001
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-11.42% Jun 2, 2026 - Jun 5, 2026
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-11.15% Oct 4, 2005 - Dec 16, 2005
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-10.13% Feb 25, 2005 - Jun 22, 2005

Correlation

Correlation between USDU and AEF is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.45

-101

Dividend Comparison (2001 - 2026)

USDU vs AEF dividend yield comparison.

Year	USDU	AEF
2026	0.00%	2.35%
2025	3.83%	9.29%
2024	3.97%	7.51%
2023	6.99%	7.63%
2022	7.83%	8.54%
2021	0.00%	6.73%
2020	0.69%	3.37%
2019	3.06%	2.23%
2018	0.88%	20.97%
2017	0.00%	5.19%
2016	0.00%	7.05%
2015	6.48%	12.19%
2014	1.58%	14.11%
2013	0.00%	13.93%
2012	0.00%	10.60%
2011	0.00%	15.58%
2010	0.00%	15.26%
2009	0.00%	5.98%
2008	0.00%	9.37%
2007	0.00%	11.41%
2006	0.00%	6.62%
2005	0.00%	24.59%
2004	0.00%	15.94%
2003	0.00%	3.19%
2002	0.00%	1.24%
2001	0.00%	11.98%