USDU vs QVMM

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF (QVMM, ETF).

5-Year PerformanceQVMM has outperformed USDU, delivering a return of +8.8% compared to +5.4%

USDU vs QVMM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	QVMM(ETF)
Net Assets	$433M	$434M
Expense Ratio	0.51%	0.15%
Max Drawdown	16.80%	24.55%
Sharpe Ratio	0.44	1.17
5Y Beta	-0.03	0.97
P/E Ratio	N/A	23.93
Forward P/E	N/A	16.91
5Y Dividends CAGR	64.63%	N/A
5Y EPS CAGR	N/A	11.94%
Debt to Equity	N/A	47.14%
P/S Ratio	N/A	1.60
P/B Ratio	N/A	2.61

Net Assets

USDU

$433M

Winner

QVMM

$434M

Expense Ratio

USDU

0.51%

Winner

QVMM

0.15%

Max Drawdown

Winner

USDU

16.80%

QVMM

24.55%

Sharpe Ratio

USDU

0.44

Winner

QVMM

1.17

5Y Beta

Winner

USDU

-0.03

QVMM

0.97

P/E Ratio

USDU

N/A

QVMM

23.93

Forward P/E

USDU

N/A

QVMM

16.91

5Y Dividends CAGR

USDU

64.63%

QVMM

N/A

5Y EPS CAGR

USDU

N/A

QVMM

11.94%

Debt to Equity

USDU

N/A

QVMM

47.14%

P/S Ratio

USDU

N/A

QVMM

1.60

P/B Ratio

USDU

N/A

QVMM

2.61

USDU vs QVMM - Holdings Comparison

USDU and QVMM have 0 common holdings. Overlap is 0.00%

USDU's top 25 holdings weight is 100.00%. QVMM's top 25 holdings weight is 17.44%.

Rank	USDU	QVMM
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%	TWILIO INC CLASS A (TWLO) - 0.91%
#2	N/A	CURTISS-WRIGHT CORP (CW) - 0.89%
#3	N/A	ILLUMINA INC (ILMN) - 0.89%
#4	N/A	TECHNIPFMC PLC (n/a) - 0.88%
#5	N/A	OKTA INC CLASS A (OKTA) - 0.85%
#6	N/A	NVENT ELECTRIC PLC (NVT) - 0.85%
#7	N/A	EVERPURE INC CLASS A (P) - 0.82%
#8	N/A	CARPENTER TECHNOLOGY CORP (CRS) - 0.80%
#9	N/A	ATI INC (ATI) - 0.78%
#10	N/A	MASTEC INC (MTZ) - 0.76%
#11	N/A	MKS INC (MKSI) - 0.75%
#12	N/A	XPO INC (XPO) - 0.73%
#13	N/A	UNITED THERAPEUTICS CORP (UTHR) - 0.72%
#14	N/A	STERLING INFRASTRUCTURE INC (STRL) - 0.71%
#15	N/A	ENTEGRIS INC (ENTG) - 0.70%
#16	N/A	NEXTPOWER INC CLASS A (NXT) - 0.70%
#17	N/A	WOODWARD INC (WWD) - 0.70%
#18	N/A	BURLINGTON STORES INC (BURL) - 0.66%
#19	N/A	RB GLOBAL INC (RBA) - 0.64%
#20	N/A	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62%
#21	N/A	TEXAS ROADHOUSE INC (TXRH) - 0.43%
#22	N/A	EVERCORE INC CLASS A (EVR) - 0.42%
#23	N/A	ALLY FINANCIAL INC (ALLY) - 0.41%
#24	N/A	WATSCO INC ORDINARY SHARES (WSO) - 0.41%
#25	N/A	ELANCO ANIMAL HEALTH INC (ELAN) - 0.41%
Total Holdings	1	320

USDU vs QVMM - Historical Returns

Returns include dividend reinvestment.

Period	USDU	QVMM
1 month	+0.22%	+0.03%
3 months	+3.00%	+3.68%
6 months	+4.69%	+9.59%
1 year	+7.21%	+19.98%
5 years(CAGR)	+5.38%	+8.79%
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+3.32%	+8.54%

Winner

USDU

+0.22%

QVMM

+0.03%

USDU

+3.00%

Winner

QVMM

+3.68%

USDU

+4.69%

Winner

QVMM

+9.59%

USDU

+7.21%

Winner

QVMM

+19.98%

5Y(CAGR)

USDU

+5.38%

Winner

QVMM

+8.79%

10Y(CAGR)

USDU

+2.76%

QVMM

N/A

Max(CAGR)

USDU

+3.32%

Winner

QVMM

+8.54%

USDU vs QVMM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	USDU	QVMM
2026	+3.76%	+13.95%
2025	-3.69%	+9.07%
2024	+13.69%	+13.84%
2023	+2.16%	+15.89%
2022	+7.08%	-13.11%
2021	+4.02%	+6.05%
2020	-5.93%	N/A
2019	+1.09%	N/A
2018	+5.76%	N/A
2017	-8.65%	N/A
2016	+1.71%	N/A
2015	+6.62%	N/A
2014	+8.82%	N/A
2013	+0.44%	N/A

USDU vs QVMM Drawdown Comparison

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

The maximum drawdown for QVMM was -24.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current USDU drawdown is -0.35%. The current QVMM drawdown is -2.08%.

Rank	USDU	QVMM
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-24.01% Nov 25, 2024 - Dec 10, 2025
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-23.39% Nov 16, 2021 - Feb 12, 2024
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-8.31% Mar 2, 2026 - Apr 14, 2026
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-7.76% Jul 16, 2024 - Sep 19, 2024
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-6.97% Mar 28, 2024 - Jul 16, 2024
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-5.24% Sep 2, 2021 - Oct 20, 2021
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-5.18% Jul 12, 2021 - Aug 3, 2021
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-4.78% May 6, 2026 - Jun 2, 2026
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-3.50% Aug 11, 2021 - Aug 27, 2021
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-3.30% Nov 11, 2024 - Nov 22, 2024
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-3.19% Oct 18, 2024 - Nov 6, 2024
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-3.01% Jun 30, 2026 - Jul 8, 2026
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-2.47% Feb 12, 2024 - Feb 15, 2024
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-2.44% Jul 1, 2021 - Jul 12, 2021
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-2.44% Dec 11, 2025 - Jan 5, 2026

Correlation

Correlation between USDU and QVMM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2014 - 2026)

USDU vs QVMM dividend yield comparison.

Year	USDU	QVMM
2026	0.00%	0.58%
2025	3.83%	1.32%
2024	3.97%	1.29%
2023	6.99%	1.42%
2022	7.83%	1.51%
2021	0.00%	0.60%
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%

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USDU vs QVMM

USDU vs QVMM - Performance Comparison

Key Characteristics

USDU vs QVMM - Holdings Comparison

USDU vs QVMM - Historical Returns

USDU vs QVMM - Annual Returns (2013 - 2026)

USDU vs QVMM Drawdown Comparison

Correlation

Dividend Comparison (2014 - 2026)

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