USDU vs IBND

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and SPDR(R) BLOOMBERG INTERNATIONAL CORPORATE BOND ETF (IBND, ETF).

5-Year PerformanceUSDU has outperformed IBND, delivering a return of +5.1% compared to -1.2%

USDU vs IBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	IBND(ETF)
Net Assets	$458M	$459M
Expense Ratio	0.51%	0.50%
Max Drawdown	16.80%	36.02%
Sharpe Ratio	0.05	-0.50
5Y Beta	-0.03	0.07
5Y Dividends CAGR	64.63%	41.29%

Net Assets

USDU

$458M

Winner

IBND

$459M

Expense Ratio

USDU

0.51%

Winner

IBND

0.50%

Max Drawdown

Winner

USDU

16.80%

IBND

36.02%

Sharpe Ratio

Winner

USDU

0.05

IBND

-0.50

5Y Beta

Winner

USDU

-0.03

IBND

0.07

5Y Dividends CAGR

Winner

USDU

64.63%

IBND

41.29%

USDU vs IBND - Historical Returns

Returns include dividend reinvestment.

Period	USDU	IBND
1 month	-1.49%	+1.26%
3 months	+0.80%	-1.37%
6 months	+3.82%	-3.42%
1 year	+4.38%	-0.54%
5 years(CAGR)	+5.15%	-1.20%
10 years(CAGR)	+2.76%	+0.47%
Max(CAGR)	+3.17%	+1.36%

USDU

-1.49%

Winner

IBND

+1.26%

Winner

USDU

+0.80%

IBND

-1.37%

Winner

USDU

+3.82%

IBND

-3.42%

Winner

USDU

+4.38%

IBND

-0.54%

5Y(CAGR)

Winner

USDU

+5.15%

IBND

-1.20%

10Y(CAGR)

Winner

USDU

+2.76%

IBND

+0.47%

Max(CAGR)

Winner

USDU

+3.17%

IBND

+1.36%

USDU vs IBND - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	USDU	IBND
2026	+2.13%	-1.36%
2025	-3.69%	+17.24%
2024	+13.69%	-1.83%
2023	+2.16%	+11.58%
2022	+7.08%	-18.66%
2021	+4.02%	-8.55%
2020	-5.93%	+11.93%
2019	+1.09%	+5.37%
2018	+5.76%	-6.18%
2017	-8.65%	+16.62%
2016	+1.71%	+0.55%
2015	+6.62%	-10.02%
2014	+8.82%	-4.11%
2013	+0.44%	+5.28%
2012	N/A	+11.98%
2011	N/A	-0.32%
2010	N/A	+7.55%

USDU vs IBND Drawdown Comparison

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

The maximum drawdown for IBND was -35.62%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current USDU drawdown is -1.91%. The current IBND drawdown is -10.00%.

Rank	USDU	IBND
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-35.62% Dec 30, 2020 - Sep 27, 2022
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-21.72% May 6, 2014 - Nov 25, 2020
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-11.03% May 2, 2011 - Oct 4, 2012
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-8.60% Oct 14, 2010 - Apr 8, 2011
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-6.01% Feb 1, 2013 - Sep 18, 2013
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-4.34% May 20, 2010 - Jul 6, 2010
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-3.88% Aug 6, 2010 - Sep 22, 2010
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-3.47% Oct 24, 2013 - Feb 13, 2014
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-2.62% Oct 17, 2012 - Dec 4, 2012
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-1.89% Dec 27, 2012 - Jan 10, 2013
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-1.80% Mar 18, 2014 - Apr 11, 2014
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-0.98% Jul 19, 2010 - Jul 23, 2010
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-0.97% Dec 4, 2012 - Dec 12, 2012
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-0.92% Oct 3, 2013 - Oct 17, 2013
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-0.92% Oct 4, 2012 - Oct 16, 2012

Correlation

Correlation between USDU and IBND is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101

Dividend Comparison (2010 - 2026)

USDU vs IBND dividend yield comparison.

Year	USDU	IBND
2026	0.00%	1.62%
2025	3.83%	2.49%
2024	3.97%	2.61%
2023	6.99%	2.08%
2022	7.83%	0.54%
2021	0.00%	0.38%
2020	0.69%	0.45%
2019	3.06%	0.67%
2018	0.88%	0.71%
2017	0.00%	0.34%
2016	0.00%	0.01%
2015	6.48%	0.01%
2014	1.58%	1.66%
2013	0.00%	1.24%
2012	0.00%	1.21%
2011	0.00%	2.40%
2010	0.00%	2.16%