USDU vs AGIX
Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF (AGIX, ETF).
USDU vs AGIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USDU
$458M
Winner
AGIX
$459M
Expense Ratio
Winner
USDU
0.51%
AGIX
1.00%
Max Drawdown
Winner
USDU
16.80%
AGIX
31.48%
Sharpe Ratio
USDU
0.05
Winner
AGIX
1.08
5Y Beta
Winner
USDU
-0.03
AGIX
1.50
P/E Ratio
USDU
N/A
AGIX
75.15
Forward P/E
USDU
N/A
AGIX
31.54
5Y Dividends CAGR
USDU
64.63%
AGIX
N/A
Debt to Equity
USDU
N/A
AGIX
30.42%
P/S Ratio
USDU
N/A
AGIX
9.65
P/B Ratio
USDU
N/A
AGIX
10.33
USDU vs AGIX - Holdings Comparison
USDU and AGIX have 1 common holdings. Overlap is 0.00%
USDU's top 25 holdings weight is 227.32%. AGIX's top 25 holdings weight is 56.51%.
| Rank | USDU | AGIX |
|---|---|---|
| #1 | U.S. DOLLAR (n/a) - 165.36% | META PLATFORMS INC CLASS A (META) - 3.82% |
| #2 | EURO (n/a) - 18.32% | NVIDIA CORP (NVDA) - 3.77% |
| #3 | JAPANESE YEN (n/a) - 7.64% | ALPHABET INC CLASS A (GOOGL) - 3.71% |
| #4 | MEXICAN NEUVO PESO (n/a) - 7.28% | n/a (SPCX) - 3.54% |
| #5 | CANADIAN DOLLAR (n/a) - 7.12% | MICROSOFT CORP (MSFT) - 3.28% |
| #6 | GREAT BRITISH POUND (n/a) - 6.27% | AMAZON.COM INC (AMZN) - 2.96% |
| #7 | CURRENCY CONTRACT CNH (n/a) - 4.83% | APPLE INC (AAPL) - 2.68% |
| #8 | WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 4.44% | n/a (n/a) - 2.51% |
| #9 | AUSTRALIAN DOLLAR (n/a) - 3.20% | TESLA INC (TSLA) - 2.26% |
| #10 | SWISS FRANC (n/a) - 2.73% | n/a (PLTR) - 2.14% |
| #11 | DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 0.12% | BROADCOM INC (AVGO) - 2.11% |
| #12 | SOUTH KOREAN WON (n/a) - 0.02% | ANTHROPIC (n/a) - 1.93% |
| #13 | TAIWAN DOLLAR (n/a) - 0.01% | MICRON TECHNOLOGY INC (MU) - 1.90% |
| #14 | SINGAPORE DOLLAR (n/a) - 0.01% | ADVANCED MICRO DEVICES INC (AMD) - 1.87% |
| #15 | INIDIAN RUPEE (n/a) - 0.00% | ORACLE CORP (ORCL) - 1.82% |
| #16 | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INC (NCA) - -0.03% | SERVICENOW INC (NOW) - 1.74% |
| #17 | N/A | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 1.69% |
| #18 | N/A | n/a (CRCL) - 1.69% |
| #19 | N/A | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.67% |
| #20 | N/A | TEXAS INSTRUMENTS INC (TXN) - 1.65% |
| #21 | N/A | SK HYNIX INC (n/a) - 1.61% |
| #22 | N/A | CLOUDFLARE INC (NET) - 1.58% |
| #23 | N/A | TWILIO INC CLASS A (TWLO) - 1.54% |
| #24 | N/A | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.53% |
| #25 | N/A | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.51% |
| Total Holdings | 16 | 67 |
USDU vs AGIX - Historical Returns
Returns include dividend reinvestment.
1M
USDU
-1.49%
Winner
AGIX
+9.62%
3M
Winner
USDU
+0.80%
AGIX
-4.68%
6M
USDU
+3.82%
Winner
AGIX
+30.98%
1Y
USDU
+4.38%
Winner
AGIX
+32.97%
5Y(CAGR)
USDU
+5.15%
AGIX
N/A
10Y(CAGR)
USDU
+2.76%
AGIX
N/A
Max(CAGR)
USDU
+3.17%
Winner
AGIX
+33.86%
USDU vs AGIX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | USDU | AGIX |
|---|---|---|
| 2026 | +2.13% | +24.23% |
| 2025 | -3.69% | +29.35% |
| 2024 | +13.69% | +15.47% |
| 2023 | +2.16% | N/A |
| 2022 | +7.08% | N/A |
| 2021 | +4.02% | N/A |
| 2020 | -5.93% | N/A |
| 2019 | +1.09% | N/A |
| 2018 | +5.76% | N/A |
| 2017 | -8.65% | N/A |
| 2016 | +1.71% | N/A |
| 2015 | +6.62% | N/A |
| 2014 | +8.82% | N/A |
| 2013 | +0.44% | N/A |
USDU vs AGIX Drawdown Comparison
The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.
The maximum drawdown for AGIX was -31.48%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current USDU drawdown is -1.91%. The current AGIX drawdown is -8.85%.
| Rank | USDU | AGIX |
|---|---|---|
| #1 | -14.55% Mar 19, 2020 - Sep 15, 2022 | -31.48% Feb 18, 2025 - Jun 27, 2025 |
| #2 | -12.42% Jan 3, 2017 - Aug 30, 2019 | -19.87% Oct 31, 2025 - Apr 22, 2026 |
| #3 | -9.25% Sep 26, 2022 - Oct 18, 2023 | -18.87% Jun 1, 2026 - Jul 29, 2026 |
| #4 | -8.07% Jan 22, 2016 - Dec 14, 2016 | -12.71% Jul 23, 2024 - Sep 24, 2024 |
| #5 | -7.73% Jan 13, 2025 - Jun 30, 2025 | -6.30% Dec 16, 2024 - Jan 22, 2025 |
| #6 | -6.50% Mar 13, 2020 - Mar 17, 2020 | -4.11% Jul 28, 2025 - Aug 7, 2025 |
| #7 | -6.10% Mar 13, 2015 - Nov 6, 2015 | -4.04% Jan 23, 2025 - Feb 5, 2025 |
| #8 | -4.21% Oct 18, 2023 - Mar 22, 2024 | -3.96% May 14, 2026 - May 21, 2026 |
| #9 | -3.35% Jan 17, 2014 - Sep 4, 2014 | -3.92% Sep 22, 2025 - Oct 6, 2025 |
| #10 | -3.13% Jul 1, 2024 - Oct 16, 2024 | -3.66% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -2.60% Oct 1, 2019 - Feb 14, 2020 | -3.48% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -2.57% Feb 20, 2020 - Mar 13, 2020 | -3.25% Nov 13, 2024 - Nov 21, 2024 |
| #13 | -1.88% Oct 3, 2014 - Oct 31, 2014 | -2.97% Oct 14, 2024 - Oct 29, 2024 |
| #14 | -1.60% Nov 30, 2015 - Jan 6, 2016 | -2.89% Aug 28, 2025 - Sep 8, 2025 |
| #15 | -1.50% Apr 30, 2024 - Jun 7, 2024 | -2.88% Sep 26, 2024 - Oct 8, 2024 |
Correlation
Correlation between USDU and AGIX is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2014 - 2025)
USDU vs AGIX dividend yield comparison.
| Year | USDU | AGIX |
|---|---|---|
| 2025 | 3.83% | 1.21% |
| 2024 | 3.97% | 0.77% |
| 2023 | 6.99% | 0.00% |
| 2022 | 7.83% | 0.00% |
| 2020 | 0.69% | 0.00% |
| 2019 | 3.06% | 0.00% |
| 2018 | 0.88% | 0.00% |
| 2015 | 6.48% | 0.00% |
| 2014 | 1.58% | 0.00% |
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