USDU vs SHE

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF).

5-Year PerformanceSHE has outperformed USDU, delivering a return of +10.3% compared to +5.5%

USDU vs SHE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	SHE(ETF)
Net Assets	$380M	$381M
Expense Ratio	0.51%	0.20%
Max Drawdown	16.80%	36.16%
Sharpe Ratio	0.38	1.70
5Y Beta	-0.03	0.88
P/E Ratio	N/A	25.73
Forward P/E	N/A	19.72
PEG Ratio	N/A	0.48
5Y Dividends CAGR	64.63%	13.48%
5Y EPS CAGR	N/A	18.78%
Debt to Equity	N/A	52.19%
P/S Ratio	N/A	2.98
P/B Ratio	N/A	4.56

Net Assets

USDU

$380M

Winner

SHE

$381M

Expense Ratio

USDU

0.51%

Winner

SHE

0.20%

Max Drawdown

Winner

USDU

16.80%

SHE

36.16%

Sharpe Ratio

USDU

0.38

Winner

SHE

1.70

5Y Beta

Winner

USDU

-0.03

SHE

0.88

P/E Ratio

USDU

N/A

SHE

25.73

Forward P/E

USDU

N/A

SHE

19.72

PEG Ratio

USDU

N/A

SHE

0.48

5Y Dividends CAGR

Winner

USDU

64.63%

SHE

13.48%

5Y EPS CAGR

USDU

N/A

SHE

18.78%

Debt to Equity

USDU

N/A

SHE

52.19%

P/S Ratio

USDU

N/A

SHE

2.98

P/B Ratio

USDU

N/A

SHE

4.56

USDU vs SHE - Holdings Comparison

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

USDU's top 25 holdings weight is 100.00%. SHE's top 25 holdings weight is 52.50%.

Rank	USDU	SHE
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%	ADVANCED MICRO DEVICES INC (AMD) - 5.00%
#2	N/A	MICROSOFT CORP (MSFT) - 4.30%
#3	N/A	BROADCOM INC (AVGO) - 4.24%
#4	N/A	NVIDIA CORP (NVDA) - 4.20%
#5	N/A	NETFLIX INC (NFLX) - 4.05%
#6	N/A	INTEL CORP (INTC) - 3.15%
#7	N/A	JPMORGAN CHASE & CO (JPM) - 2.86%
#8	N/A	VERIZON COMMUNICATIONS INC (VZ) - 2.55%
#9	N/A	ORACLE CORP (ORCL) - 2.27%
#10	N/A	TEXAS INSTRUMENTS INC (TXN) - 1.52%
#11	N/A	EXXON MOBIL CORP (XOM) - 1.43%
#12	N/A	THE WALT DISNEY CO (DIS) - 1.42%
#13	N/A	ANALOG DEVICES INC (ADI) - 1.40%
#14	N/A	JOHNSON & JOHNSON (JNJ) - 1.36%
#15	N/A	COSTCO WHOLESALE CORP (COST) - 1.35%
#16	N/A	BANK OF AMERICA CORP (BAC) - 1.33%
#17	N/A	CATERPILLAR INC (CAT) - 1.33%
#18	N/A	AT&T INC (T) - 1.26%
#19	N/A	UNITEDHEALTH GROUP INC (UNH) - 1.18%
#20	N/A	ARISTA NETWORKS INC (ANET) - 1.16%
#21	N/A	ABBVIE INC (ABBV) - 1.15%
#22	N/A	CHEVRON CORP (CVX) - 1.10%
#23	N/A	PROCTER & GAMBLE CO (PG) - 1.02%
#24	N/A	MERCK & CO INC (MRK) - 0.94%
#25	N/A	CORNING INC (GLW) - 0.93%
Total Holdings	1	233

USDU vs SHE - Historical Returns

Returns include dividend reinvestment.

Period	USDU	SHE
1 month	+2.02%	+1.20%
3 months	+2.41%	+19.28%
6 months	+3.97%	+16.31%
1 year	+6.23%	+28.00%
5 years(CAGR)	+5.50%	+10.34%
10 years(CAGR)	+3.02%	+12.50%
Max(CAGR)	+3.33%	+12.82%

Winner

USDU

+2.02%

SHE

+1.20%

USDU

+2.41%

Winner

SHE

+19.28%

USDU

+3.97%

Winner

SHE

+16.31%

USDU

+6.23%

Winner

SHE

+28.00%

5Y(CAGR)

USDU

+5.50%

Winner

SHE

+10.34%

10Y(CAGR)

USDU

+3.02%

Winner

SHE

+12.50%

Max(CAGR)

USDU

+3.33%

Winner

SHE

+12.82%

USDU vs SHE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	USDU	SHE
2026	+3.52%	+16.15%
2025	-3.69%	+15.65%
2024	+13.69%	+24.08%
2023	+2.16%	+22.55%
2022	+7.08%	-21.67%
2021	+4.02%	+16.93%
2020	-5.93%	+17.20%
2019	+1.09%	+23.86%
2018	+5.76%	-3.64%
2017	-8.65%	+19.13%
2016	+1.71%	+12.03%
2015	+6.62%	N/A
2014	+8.82%	N/A
2013	+0.44%	N/A

USDU vs SHE Drawdown Comparison

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

The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current USDU drawdown is -0.58%. The current SHE drawdown is -2.98%.

Rank	USDU	SHE
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-35.78% Feb 19, 2020 - Sep 2, 2020
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-31.69% Nov 16, 2021 - Mar 7, 2024
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-18.17% Sep 21, 2018 - Apr 30, 2019
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-17.07% Feb 19, 2025 - Jun 26, 2025
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-10.28% Jan 26, 2018 - Jul 25, 2018
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-8.74% Jul 16, 2024 - Aug 30, 2024
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-8.54% Jan 28, 2026 - Apr 15, 2026
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-8.16% Sep 2, 2020 - Oct 9, 2020
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-7.79% Oct 12, 2020 - Nov 9, 2020
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-6.56% Jul 26, 2019 - Nov 14, 2019
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-5.83% Aug 24, 2016 - Nov 22, 2016
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-5.70% Apr 28, 2016 - Jul 8, 2016
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-5.68% Nov 12, 2025 - Dec 11, 2025
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-5.34% Mar 27, 2024 - May 15, 2024
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-5.24% Dec 4, 2024 - Feb 5, 2025

Correlation

Correlation between USDU and SHE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2014 - 2026)

USDU vs SHE dividend yield comparison.

Year	USDU	SHE
2026	0.00%	0.52%
2025	3.83%	1.18%
2024	3.97%	1.14%
2023	6.99%	1.37%
2022	7.83%	1.54%
2021	0.00%	0.99%
2020	0.69%	1.24%
2019	3.06%	1.91%
2018	0.88%	7.39%
2017	0.00%	5.37%
2016	0.00%	6.41%
2015	6.48%	0.00%
2014	1.58%	0.00%