USDU vs ASG

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and Liberty All-Star Growth Fund Inc (ASG, ETF).

5-Year PerformanceUSDU has outperformed ASG, delivering a return of +5.5% compared to -0.4%

USDU vs ASG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	ASG(ETF)
Net Assets	$380M	$380M
Expense Ratio	0.51%	N/A
Max Drawdown	16.80%	84.48%
Sharpe Ratio	0.38	0.48
5Y Beta	-0.03	1.08
5Y Dividends CAGR	64.63%	-2.89%

Net Assets

Winner

USDU

$380M

ASG

$380M

Expense Ratio

USDU

0.51%

ASG

N/A

Max Drawdown

Winner

USDU

16.80%

ASG

84.48%

Sharpe Ratio

USDU

0.38

Winner

ASG

0.48

5Y Beta

Winner

USDU

-0.03

ASG

1.08

5Y Dividends CAGR

Winner

USDU

64.63%

ASG

-2.89%

USDU vs ASG - Historical Returns

Returns include dividend reinvestment.

Period	USDU	ASG
1 month	+2.02%	+1.14%
3 months	+2.41%	+13.27%
6 months	+3.97%	+3.10%
1 year	+6.23%	+9.88%
5 years(CAGR)	+5.50%	-0.36%
10 years(CAGR)	+3.02%	+11.76%
Max(CAGR)	+3.33%	+6.58%

Winner

USDU

+2.02%

ASG

+1.14%

USDU

+2.41%

Winner

ASG

+13.27%

Winner

USDU

+3.97%

ASG

+3.10%

USDU

+6.23%

Winner

ASG

+9.88%

5Y(CAGR)

Winner

USDU

+5.50%

ASG

-0.36%

10Y(CAGR)

USDU

+3.02%

Winner

ASG

+11.76%

Max(CAGR)

USDU

+3.33%

Winner

ASG

+6.58%

USDU vs ASG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USDU	ASG
2026	+3.52%	+5.05%
2025	-3.69%	+2.85%
2024	+13.69%	+18.41%
2023	+2.16%	+15.87%
2022	+7.08%	-40.29%
2021	+4.02%	+24.85%
2020	-5.93%	+39.32%
2019	+1.09%	+57.70%
2018	+5.76%	-14.19%
2017	-8.65%	+43.89%
2016	+1.71%	+3.13%
2015	+6.62%	+4.26%
2014	+8.82%	+0.17%
2013	+0.44%	+44.76%
2012	N/A	+11.88%
2011	N/A	-4.53%
2010	N/A	+33.10%
2009	N/A	+29.43%
2008	N/A	-50.81%
2007	N/A	+23.66%
2006	N/A	+9.69%
2005	N/A	-8.80%
2004	N/A	+9.47%
2003	N/A	+44.89%
2002	N/A	-33.18%
2001	N/A	-1.79%
2000	N/A	-5.79%
1999	N/A	+4.85%

USDU vs ASG Drawdown Comparison

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

The maximum drawdown for ASG was -63.66%, occurring on Nov 20, 2008. Recovery took 820 trading sessions.

The current USDU drawdown is -0.58%. The current ASG drawdown is -18.40%.

Rank	USDU	ASG
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-63.66% Dec 26, 2007 - Mar 29, 2011
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-55.24% Sep 1, 2000 - Dec 26, 2007
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-45.88% Nov 12, 2021 - Oct 14, 2022
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-45.72% Sep 13, 2018 - Jan 17, 2020
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-42.54% Feb 5, 2020 - Jul 15, 2020
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-26.14% Jul 21, 2011 - Jan 17, 2013
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-25.27% Jul 20, 2015 - Jan 13, 2017
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-15.14% Dec 27, 2013 - Apr 24, 2015
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-11.70% Oct 28, 2013 - Dec 23, 2013
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-11.58% Mar 23, 2000 - Jun 16, 2000
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-10.03% Apr 30, 2021 - May 20, 2021
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-9.67% Aug 31, 2020 - Oct 12, 2020
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-9.37% Jan 20, 2021 - Feb 5, 2021
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-9.27% Feb 10, 2021 - Apr 30, 2021
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-9.16% May 20, 2021 - Oct 19, 2021

Correlation

Correlation between USDU and ASG is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

USDU vs ASG dividend yield comparison.

Year	USDU	ASG
2026	0.00%	4.33%
2025	3.83%	8.68%
2024	3.97%	8.32%
2023	6.99%	8.14%
2022	7.83%	10.14%
2021	0.00%	11.33%
2020	0.69%	7.68%
2019	3.06%	7.08%
2018	0.88%	10.48%
2017	0.00%	7.58%
2016	0.00%	8.61%
2015	6.48%	16.81%
2014	1.58%	6.40%
2013	0.00%	5.52%
2012	0.00%	6.65%
2011	0.00%	7.09%
2010	0.00%	5.88%
2009	0.00%	7.14%
2008	0.00%	18.08%
2007	0.00%	10.23%
2006	0.00%	10.99%
2005	0.00%	10.66%
2004	0.00%	9.53%
2003	0.00%	8.49%
2002	0.00%	13.27%
2001	0.00%	11.04%
2000	0.00%	7.31%