USDU vs DUBS

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and APTUS LARGE CAP ENHANCED YIELD ETF (DUBS, ETF).

USDU vs DUBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	DUBS(ETF)
Net Assets	$380M	$380M
Expense Ratio	0.51%	0.41%
Max Drawdown	16.80%	18.89%
Sharpe Ratio	0.38	1.65
5Y Beta	-0.03	0.96
P/E Ratio	N/A	25.50
Forward P/E	N/A	20.72
5Y Dividends CAGR	64.63%	N/A
5Y EPS CAGR	N/A	25.40%
Debt to Equity	N/A	23.04%
P/S Ratio	N/A	3.47
P/B Ratio	N/A	5.25

Net Assets

Winner

USDU

$380M

DUBS

$380M

Expense Ratio

USDU

0.51%

Winner

DUBS

0.41%

Max Drawdown

Winner

USDU

16.80%

DUBS

18.89%

Sharpe Ratio

USDU

0.38

Winner

DUBS

1.65

5Y Beta

Winner

USDU

-0.03

DUBS

0.96

P/E Ratio

USDU

N/A

DUBS

25.50

Forward P/E

USDU

N/A

DUBS

20.72

5Y Dividends CAGR

USDU

64.63%

DUBS

N/A

5Y EPS CAGR

USDU

N/A

DUBS

25.40%

Debt to Equity

USDU

N/A

DUBS

23.04%

P/S Ratio

USDU

N/A

DUBS

3.47

P/B Ratio

USDU

N/A

DUBS

5.25

USDU vs DUBS - Holdings Comparison

USDU and DUBS have 0 common holdings. Overlap is 0.00%

USDU's top 25 holdings weight is 100.00%. DUBS's top 25 holdings weight is 154.51%.

Rank	USDU	DUBS
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%	RCXTEVHT TRS 010527 (n/a) - 96.53%
#2	N/A	NVIDIA CORP (NVDA) - 7.67%
#3	N/A	APPLE INC (AAPL) - 6.39%
#4	N/A	MICROSOFT CORP (MSFT) - 5.98%
#5	N/A	ALPHABET INC CLASS A (GOOGL) - 5.81%
#6	N/A	BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 4.71%
#7	N/A	AMAZON.COM INC (AMZN) - 3.98%
#8	N/A	RCXTEVHT TRS 062527 (n/a) - 2.72%
#9	N/A	BROADCOM INC (AVGO) - 2.63%
#10	N/A	META PLATFORMS INC CLASS A (META) - 2.48%
#11	N/A	TESLA INC (TSLA) - 2.04%
#12	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#13	N/A	JPMORGAN CHASE & CO (JPM) - 1.41%
#14	N/A	ELI LILLY AND CO (LLY) - 1.37%
#15	N/A	RCXTEVHT TRS 061627 (n/a) - 1.09%
#16	N/A	EXXON MOBIL CORP (XOM) - 1.00%
#17	N/A	STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 0.98%
#18	N/A	VISA INC CLASS A (V) - 0.94%
#19	N/A	JOHNSON & JOHNSON (JNJ) - 0.91%
#20	N/A	WALMART INC (WMT) - 0.84%
#21	N/A	COCA-COLA CO (KO) - 0.76%
#22	N/A	COSTCO WHOLESALE CORP (COST) - 0.72%
#23	N/A	MASTERCARD INC CLASS A (MA) - 0.71%
#24	N/A	GE AEROSPACE (GE) - 0.69%
#25	N/A	ADVANCED MICRO DEVICES INC (AMD) - 0.69%
Total Holdings	1	371

USDU vs DUBS - Historical Returns

Returns include dividend reinvestment.

Period	USDU	DUBS
1 month	+2.02%	-1.54%
3 months	+2.41%	+12.99%
6 months	+3.97%	+8.85%
1 year	+6.23%	+27.27%
5 years(CAGR)	+5.50%	N/A
10 years(CAGR)	+3.02%	N/A
Max(CAGR)	+3.33%	+20.35%

Winner

USDU

+2.02%

DUBS

-1.54%

USDU

+2.41%

Winner

DUBS

+12.99%

USDU

+3.97%

Winner

DUBS

+8.85%

USDU

+6.23%

Winner

DUBS

+27.27%

5Y(CAGR)

USDU

+5.50%

DUBS

N/A

10Y(CAGR)

USDU

+3.02%

DUBS

N/A

Max(CAGR)

USDU

+3.33%

Winner

DUBS

+20.35%

USDU vs DUBS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	USDU	DUBS
2026	+3.52%	+9.46%
2025	-3.69%	+19.42%
2024	+13.69%	+24.24%
2023	+2.16%	+8.09%
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 DUBS Drawdown Comparison

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

The maximum drawdown for DUBS was -18.47%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current USDU drawdown is -0.58%. The current DUBS drawdown is -3.32%.

Rank	USDU	DUBS
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-18.47% Feb 19, 2025 - Jun 27, 2025
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-9.36% Jul 31, 2023 - Dec 11, 2023
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-8.29% Feb 25, 2026 - Apr 13, 2026
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-8.16% Jul 16, 2024 - Aug 30, 2024
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-4.85% Mar 28, 2024 - May 14, 2024
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-4.74% Jun 2, 2026 - Jun 10, 2026
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-4.68% Oct 28, 2025 - Dec 10, 2025
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-3.91% Dec 11, 2024 - Jan 22, 2025
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-3.73% Aug 30, 2024 - Sep 19, 2024
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-3.53% Oct 8, 2025 - Oct 24, 2025
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-2.90% Jan 12, 2026 - Jan 27, 2026
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-2.69% Jan 27, 2026 - Feb 25, 2026
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-2.40% Jul 28, 2025 - Aug 8, 2025
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-2.36% Dec 11, 2025 - Dec 23, 2025
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-2.28% Oct 18, 2024 - Nov 6, 2024