USDU vs MFDX

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF (MFDX, ETF).

5-Year PerformanceMFDX has outperformed USDU, delivering a return of +10.7% compared to +5.1%

USDU vs MFDX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	MFDX(ETF)
Net Assets	$458M	$458M
Expense Ratio	0.51%	0.39%
Max Drawdown	16.80%	39.06%
Sharpe Ratio	0.05	1.08
5Y Beta	-0.03	0.61
5Y Dividends CAGR	64.63%	19.23%

Net Assets

Winner

USDU

$458M

MFDX

$458M

Expense Ratio

USDU

0.51%

Winner

MFDX

0.39%

Max Drawdown

Winner

USDU

16.80%

MFDX

39.06%

Sharpe Ratio

USDU

0.05

Winner

MFDX

1.08

5Y Beta

Winner

USDU

-0.03

MFDX

0.61

5Y Dividends CAGR

Winner

USDU

64.63%

MFDX

19.23%

USDU vs MFDX - Holdings Comparison

USDU and MFDX have 1 common holdings. Overlap is 0.00%

USDU's top 25 holdings weight is 227.32%. MFDX's top 25 holdings weight is 15.92%.

Rank	USDU	MFDX
#1	U.S. DOLLAR (n/a) - 165.36%	ASML HOLDING NV (n/a) - 1.04%
#2	EURO (n/a) - 18.32%	NOVARTIS AG REGISTERED SHARES (n/a) - 0.97%
#3	JAPANESE YEN (n/a) - 7.64%	BANCO SANTANDER SA (n/a) - 0.90%
#4	MEXICAN NEUVO PESO (n/a) - 7.28%	RIO TINTO PLC ORDINARY SHARES (n/a) - 0.79%
#5	CANADIAN DOLLAR (n/a) - 7.12%	NESTLE SA (n/a) - 0.78%
#6	GREAT BRITISH POUND (n/a) - 6.27%	TOKYO ELECTRON LTD (n/a) - 0.77%
#7	CURRENCY CONTRACT CNH (n/a) - 4.83%	ENGIE SA (n/a) - 0.75%
#8	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 4.44%	ADVANTEST CORP (n/a) - 0.72%
#9	AUSTRALIAN DOLLAR (n/a) - 3.20%	GLENCORE PLC (n/a) - 0.72%
#10	SWISS FRANC (n/a) - 2.73%	BP PLC SHS. GERMAN CERT. (n/a) - 0.70%
#11	DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 0.12%	ABB LTD (n/a) - 0.69%
#12	SOUTH KOREAN WON (n/a) - 0.02%	SOCIETE GENERALE SA NEW SHARE ISSUE 2015 (n/a) - 0.66%
#13	TAIWAN DOLLAR (n/a) - 0.01%	ROCHE HOLDING AG BEARER SHARES (n/a) - 0.65%
#14	SINGAPORE DOLLAR (n/a) - 0.01%	ENI SPA (n/a) - 0.64%
#15	INIDIAN RUPEE (n/a) - 0.00%	REPSOL SA (n/a) - 0.64%
#16	NUVEEN CALIFORNIA MUNICIPAL VALUE FUND INC (NCA) - -0.03%	IBERDROLA SA (n/a) - 0.63%
#17	N/A	GSK PLC (n/a) - 0.62%
#18	N/A	ZURICH INSURANCE GROUP AG (n/a) - 0.62%
#19	N/A	ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 0.57%
#20	N/A	UNILEVER PLC (n/a) - 0.57%
#21	N/A	TESCO PLC (n/a) - 0.30%
#22	N/A	BPER BANCA SPA (n/a) - 0.30%
#23	N/A	MARUBENI CORP (n/a) - 0.30%
#24	N/A	VOLVO AB CLASS B (n/a) - 0.30%
#25	N/A	FAST RETAILING CO LTD (n/a) - 0.29%
Total Holdings	16	1259

USDU vs MFDX - Historical Returns

Returns include dividend reinvestment.

Period	USDU	MFDX
1 month	-1.49%	+4.12%
3 months	+0.80%	+2.05%
6 months	+3.82%	+0.97%
1 year	+4.38%	+19.75%
5 years(CAGR)	+5.15%	+10.66%
10 years(CAGR)	+2.76%	+8.97%
Max(CAGR)	+3.17%	+8.97%

USDU

-1.49%

Winner

MFDX

+4.12%

USDU

+0.80%

Winner

MFDX

+2.05%

Winner

USDU

+3.82%

MFDX

+0.97%

USDU

+4.38%

Winner

MFDX

+19.75%

5Y(CAGR)

USDU

+5.15%

Winner

MFDX

+10.66%

10Y(CAGR)

USDU

+2.76%

Winner

MFDX

+8.97%

Max(CAGR)

USDU

+3.17%

Winner

MFDX

+8.97%

USDU vs MFDX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	USDU	MFDX
2026	+2.13%	+11.65%
2025	-3.69%	+34.68%
2024	+13.69%	+5.45%
2023	+2.16%	+16.95%
2022	+7.08%	-10.83%
2021	+4.02%	+10.81%
2020	-5.93%	+6.30%
2019	+1.09%	+20.23%
2018	+5.76%	-15.31%
2017	-8.65%	+7.02%
2016	+1.71%	N/A
2015	+6.62%	N/A
2014	+8.82%	N/A
2013	+0.44%	N/A

USDU vs MFDX Drawdown Comparison

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

The maximum drawdown for MFDX was -36.04%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current USDU drawdown is -1.91%. The current MFDX drawdown is -0.84%.

Rank	USDU	MFDX
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-36.04% Jan 26, 2018 - Dec 4, 2020
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-25.60% Jan 12, 2022 - Dec 14, 2023
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-11.63% Mar 19, 2025 - Apr 24, 2025
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-10.66% Feb 25, 2026 - Aug 4, 2026
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-10.10% Sep 26, 2024 - Mar 5, 2025
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-7.09% Sep 3, 2021 - Jan 12, 2022
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-6.10% Jul 16, 2024 - Aug 19, 2024
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-6.02% Jun 7, 2021 - Aug 13, 2021
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-4.55% Nov 12, 2025 - Dec 10, 2025
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-4.47% Mar 27, 2024 - May 10, 2024
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-4.21% Jan 8, 2021 - Feb 11, 2021
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-3.52% May 7, 2021 - Jun 1, 2021
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-3.51% Jul 23, 2025 - Aug 12, 2025
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-3.49% Aug 13, 2021 - Sep 2, 2021
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-3.44% May 21, 2024 - Jul 11, 2024

Correlation

Correlation between USDU and MFDX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2014 - 2026)

USDU vs MFDX dividend yield comparison.

Year	USDU	MFDX
2026	0.00%	1.57%
2025	3.83%	2.97%
2024	3.97%	3.16%
2023	6.99%	3.12%
2022	7.83%	2.85%
2021	0.00%	2.99%
2020	0.69%	1.58%
2019	3.06%	2.88%
2018	0.88%	2.13%
2017	0.00%	0.71%
2015	6.48%	0.00%
2014	1.58%	0.00%