USDU vs LEO

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and BNY Mellon Strategic Municipals Inc (LEO, ETF).

5-Year PerformanceUSDU has outperformed LEO, delivering a return of +5.4% compared to -2.4%

USDU vs LEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	LEO(ETF)
Net Assets	$433M	$434M
Expense Ratio	0.51%	N/A
Max Drawdown	16.80%	54.53%
Sharpe Ratio	0.35	1.00
5Y Beta	-0.03	0.17
5Y Dividends CAGR	64.63%	-6.51%

Net Assets

USDU

$433M

Winner

LEO

$434M

Expense Ratio

USDU

0.51%

LEO

N/A

Max Drawdown

Winner

USDU

16.80%

LEO

54.53%

Sharpe Ratio

USDU

0.35

Winner

LEO

1.00

5Y Beta

Winner

USDU

-0.03

LEO

0.17

5Y Dividends CAGR

Winner

USDU

64.63%

LEO

-6.51%

USDU vs LEO - Historical Returns

Returns include dividend reinvestment.

Period	USDU	LEO
1 month	+0.22%	-0.63%
3 months	+2.89%	+0.40%
6 months	+3.20%	+1.47%
1 year	+6.19%	+14.69%
5 years(CAGR)	+5.36%	-2.38%
10 years(CAGR)	+2.76%	+0.99%
Max(CAGR)	+3.30%	+4.79%

Winner

USDU

+0.22%

LEO

-0.63%

Winner

USDU

+2.89%

LEO

+0.40%

Winner

USDU

+3.20%

LEO

+1.47%

USDU

+6.19%

Winner

LEO

+14.69%

5Y(CAGR)

Winner

USDU

+5.36%

LEO

-2.38%

10Y(CAGR)

Winner

USDU

+2.76%

LEO

+0.99%

Max(CAGR)

USDU

+3.30%

Winner

LEO

+4.79%

USDU vs LEO - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	USDU	LEO
2026	+3.48%	+2.00%
2025	-3.69%	+8.40%
2024	+13.69%	+6.40%
2023	+2.16%	-1.05%
2022	+7.08%	-23.74%
2021	+4.02%	+5.05%
2020	-5.93%	+4.86%
2019	+1.09%	+22.72%
2018	+5.76%	-12.42%
2017	-8.65%	+8.83%
2016	+1.71%	+3.50%
2015	+6.62%	+11.03%
2014	+8.82%	+15.50%
2013	+0.44%	-16.60%
2012	N/A	+14.70%
2011	N/A	+23.10%
2010	N/A	+3.15%
2009	N/A	+46.92%
2008	N/A	-27.48%
2007	N/A	-7.07%
2006	N/A	+13.96%
2005	N/A	+7.55%
2004	N/A	-7.35%
2003	N/A	+10.84%
2002	N/A	+6.78%
2001	N/A	+22.11%

USDU vs LEO Drawdown Comparison

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

The maximum drawdown for LEO was -47.31%, occurring on Oct 10, 2008. Recovery took 671 trading sessions.

The current USDU drawdown is -0.61%. The current LEO drawdown is -17.18%.

Rank	USDU	LEO
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-47.31% May 7, 2007 - Jan 5, 2010
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-41.48% Aug 27, 2021 - Oct 25, 2023
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-30.28% Feb 25, 2020 - Feb 5, 2021
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-23.62% Jan 8, 2013 - Nov 3, 2015
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-21.68% Jan 21, 2004 - Sep 7, 2005
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-19.81% Sep 10, 2010 - Oct 12, 2011
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-17.32% Aug 1, 2017 - Jul 2, 2019
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-12.16% Jul 8, 2016 - Jul 11, 2017
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-11.77% Oct 1, 2002 - Apr 29, 2003
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-11.61% Jun 12, 2003 - Jan 7, 2004
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-9.85% Aug 28, 2001 - Dec 31, 2001
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-8.30% Sep 7, 2005 - Mar 29, 2006
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-6.69% Mar 12, 2012 - May 9, 2012
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-6.02% Nov 29, 2012 - Jan 8, 2013
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-5.98% Dec 31, 2001 - Apr 5, 2002

Correlation

Correlation between USDU and LEO is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (2001 - 2026)

USDU vs LEO dividend yield comparison.

Year	USDU	LEO
2026	0.00%	2.96%
2025	3.83%	4.03%
2024	3.97%	3.77%
2023	6.99%	4.37%
2022	7.83%	5.66%
2021	0.00%	4.84%
2020	0.69%	4.95%
2019	3.06%	4.94%
2018	0.88%	5.96%
2017	0.00%	5.97%
2016	0.00%	6.14%
2015	6.48%	6.04%
2014	1.58%	7.11%
2013	0.00%	7.74%
2012	0.00%	6.16%
2011	0.00%	6.61%
2010	0.00%	7.54%
2009	0.00%	6.32%
2008	0.00%	8.94%
2007	0.00%	6.13%
2006	0.00%	5.03%
2005	0.00%	6.51%
2004	0.00%	7.38%
2003	0.00%	7.32%
2002	0.00%	7.14%
2001	0.00%	5.74%