USDU vs FXF

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and Invesco CurrencyShares Swiss Franc Trust (FXF, ETF).

5-Year PerformanceUSDU has outperformed FXF, delivering a return of +5.4% compared to +1.9%

USDU vs FXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	FXF(ETF)
Net Assets	$433M	$431M
Expense Ratio	0.51%	0.40%
Max Drawdown	16.80%	35.58%
Sharpe Ratio	0.35	-0.73
5Y Beta	-0.03	-0.10
5Y Dividends CAGR	64.63%	N/A

Net Assets

Winner

USDU

$433M

FXF

$431M

Expense Ratio

USDU

0.51%

Winner

FXF

0.40%

Max Drawdown

Winner

USDU

16.80%

FXF

35.58%

Sharpe Ratio

Winner

USDU

0.35

FXF

-0.73

5Y Beta

USDU

-0.03

Winner

FXF

-0.10

5Y Dividends CAGR

USDU

64.63%

FXF

N/A

USDU vs FXF - Historical Returns

Returns include dividend reinvestment.

Period	USDU	FXF
1 month	+0.22%	-0.55%
3 months	+2.89%	-3.91%
6 months	+3.20%	-2.49%
1 year	+6.19%	-2.36%
5 years(CAGR)	+5.36%	+1.91%
10 years(CAGR)	+2.76%	+1.09%
Max(CAGR)	+3.30%	+1.64%

Winner

USDU

+0.22%

FXF

-0.55%

Winner

USDU

+2.89%

FXF

-3.91%

Winner

USDU

+3.20%

FXF

-2.49%

Winner

USDU

+6.19%

FXF

-2.36%

5Y(CAGR)

Winner

USDU

+5.36%

FXF

+1.91%

10Y(CAGR)

Winner

USDU

+2.76%

FXF

+1.09%

Max(CAGR)

Winner

USDU

+3.30%

FXF

+1.64%

USDU vs FXF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	USDU	FXF
2026	+3.48%	-2.83%
2025	-3.69%	+14.70%
2024	+13.69%	-6.46%
2023	+2.16%	+11.03%
2022	+7.08%	-1.57%
2021	+4.02%	-4.45%
2020	-5.93%	+8.45%
2019	+1.09%	+1.08%
2018	+5.76%	-2.27%
2017	-8.65%	+4.24%
2016	+1.71%	-2.62%
2015	+6.62%	-1.07%
2014	+8.82%	-9.80%
2013	+0.44%	+2.54%
2012	N/A	+1.42%
2011	N/A	-1.00%
2010	N/A	+9.94%
2009	N/A	+4.08%
2008	N/A	+6.11%
2007	N/A	+9.72%
2006	N/A	+2.39%

USDU vs FXF Drawdown Comparison

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

The maximum drawdown for FXF was -35.58%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current USDU drawdown is -0.61%. The current FXF drawdown is -20.69%.

Rank	USDU	FXF
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-35.58% Aug 9, 2011 - Nov 3, 2022
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-18.94% Mar 17, 2008 - Sep 27, 2010
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-5.35% Nov 26, 2007 - Jan 14, 2008
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-5.08% Oct 14, 2010 - Dec 22, 2010
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-4.80% Dec 5, 2006 - Jul 20, 2007
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-4.14% Dec 31, 2010 - Feb 24, 2011
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-4.07% Aug 4, 2006 - Nov 24, 2006
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-3.55% May 3, 2011 - May 27, 2011
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-2.88% Mar 17, 2011 - Apr 12, 2011
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-2.54% Jul 7, 2006 - Aug 4, 2006
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-2.40% Aug 3, 2007 - Sep 7, 2007
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-2.36% Jan 31, 2008 - Feb 26, 2008
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-2.20% Jun 3, 2011 - Jun 28, 2011
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-1.95% Jun 28, 2011 - Jul 12, 2011
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-1.86% Sep 28, 2007 - Oct 26, 2007

Correlation

Correlation between USDU and FXF is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2006 - 2025)

USDU vs FXF dividend yield comparison.

Year	USDU	FXF
2025	3.83%	0.00%
2024	3.97%	0.03%
2023	6.99%	0.02%
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%
2008	0.00%	1.14%
2007	0.00%	1.25%
2006	0.00%	0.30%