USDU vs FXY

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and Invesco CurrencyShares Japanese Yen Trust (FXY, ETF).

5-Year PerformanceUSDU has outperformed FXY, delivering a return of +5.4% compared to -8.0%

USDU vs FXY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	FXY(ETF)
Net Assets	$433M	$431M
Expense Ratio	0.51%	0.40%
Max Drawdown	16.80%	56.78%
Sharpe Ratio	0.35	-1.64
5Y Beta	-0.03	-0.12
5Y Dividends CAGR	64.63%	N/A

Net Assets

Winner

USDU

$433M

FXY

$431M

Expense Ratio

USDU

0.51%

Winner

FXY

0.40%

Max Drawdown

Winner

USDU

16.80%

FXY

56.78%

Sharpe Ratio

Winner

USDU

0.35

FXY

-1.64

5Y Beta

USDU

-0.03

Winner

FXY

-0.12

5Y Dividends CAGR

USDU

64.63%

FXY

N/A

USDU vs FXY - Historical Returns

Returns include dividend reinvestment.

Period	USDU	FXY
1 month	+0.22%	-1.00%
3 months	+2.89%	-2.23%
6 months	+3.20%	-3.19%
1 year	+6.19%	-10.02%
5 years(CAGR)	+5.36%	-8.01%
10 years(CAGR)	+2.76%	-4.75%
Max(CAGR)	+3.30%	-1.97%

Winner

USDU

+0.22%

FXY

-1.00%

Winner

USDU

+2.89%

FXY

-2.23%

Winner

USDU

+3.20%

FXY

-3.19%

Winner

USDU

+6.19%

FXY

-10.02%

5Y(CAGR)

Winner

USDU

+5.36%

FXY

-8.01%

10Y(CAGR)

Winner

USDU

+2.76%

FXY

-4.75%

Max(CAGR)

Winner

USDU

+3.30%

FXY

-1.97%

USDU vs FXY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USDU	FXY
2026	+3.48%	-4.05%
2025	-3.69%	+0.20%
2024	+13.69%	-10.24%
2023	+2.16%	-7.66%
2022	+7.08%	-12.55%
2021	+4.02%	-10.98%
2020	-5.93%	+4.51%
2019	+1.09%	-0.25%
2018	+5.76%	+1.92%
2017	-8.65%	+3.99%
2016	+1.71%	+1.78%
2015	+6.62%	-0.11%
2014	+8.82%	-12.91%
2013	+0.44%	-17.46%
2012	N/A	-12.01%
2011	N/A	+5.79%
2010	N/A	+13.59%
2009	N/A	-1.09%
2008	N/A	+20.73%
2007	N/A	+8.36%

USDU vs FXY Drawdown Comparison

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

The maximum drawdown for FXY was -56.78%, occurring on Jul 21, 2026. This drawdown has not yet recovered.

The current USDU drawdown is -0.61%. The current FXY drawdown is -56.78%.

Rank	USDU	FXY
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-56.78% Oct 28, 2011 - Jul 21, 2026
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-13.65% Dec 17, 2008 - Nov 27, 2009
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-12.05% Mar 17, 2008 - Oct 23, 2008
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-8.76% Nov 30, 2009 - Aug 3, 2010
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-7.63% Mar 17, 2011 - Jul 20, 2011
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-6.54% Mar 5, 2007 - Aug 16, 2007
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-6.40% Nov 26, 2007 - Jan 15, 2008
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-6.30% Oct 27, 2008 - Dec 1, 2008
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-4.53% Oct 29, 2010 - Mar 16, 2011
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-3.62% Sep 7, 2007 - Nov 7, 2007
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-3.21% Sep 14, 2010 - Oct 6, 2010
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-2.69% Jul 29, 2011 - Aug 9, 2011
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-1.91% Aug 16, 2007 - Sep 7, 2007
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-1.87% Feb 15, 2007 - Feb 27, 2007
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-1.80% Jan 30, 2008 - Feb 27, 2008

Correlation

Correlation between USDU and FXY is -0.91 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.91

-101