USDU vs VKI

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and Invesco Advantage Municipal Income Trust II (VKI, ETF).

5-Year PerformanceUSDU has outperformed VKI, delivering a return of +5.6% compared to -0.5%

USDU vs VKI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	VKI(ETF)
Net Assets	$396M	$397M
Expense Ratio	0.51%	N/A
Max Drawdown	16.80%	61.69%
Sharpe Ratio	0.31	1.06
5Y Beta	-0.02	0.25
5Y Dividends CAGR	64.63%	3.77%

Net Assets

USDU

$396M

Winner

VKI

$397M

Expense Ratio

USDU

0.51%

VKI

N/A

Max Drawdown

Winner

USDU

16.80%

VKI

61.69%

Sharpe Ratio

USDU

0.31

Winner

VKI

1.06

5Y Beta

Winner

USDU

-0.02

VKI

0.25

5Y Dividends CAGR

Winner

USDU

64.63%

VKI

3.77%

USDU vs VKI - Historical Returns

Returns include dividend reinvestment.

Period	USDU	VKI
1 month	+1.92%	+1.66%
3 months	+1.85%	-3.15%
6 months	+2.30%	+4.58%
1 year	+5.44%	+16.80%
5 years(CAGR)	+5.64%	-0.49%
10 years(CAGR)	+2.79%	+1.92%
Max(CAGR)	+3.26%	+5.58%

Winner

USDU

+1.92%

VKI

+1.66%

Winner

USDU

+1.85%

VKI

-3.15%

USDU

+2.30%

Winner

VKI

+4.58%

USDU

+5.44%

Winner

VKI

+16.80%

5Y(CAGR)

Winner

USDU

+5.64%

VKI

-0.49%

10Y(CAGR)

Winner

USDU

+2.79%

VKI

+1.92%

Max(CAGR)

USDU

+3.26%

Winner

VKI

+5.58%

USDU vs VKI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USDU	VKI
2026	+2.52%	+0.50%
2025	-3.69%	+11.28%
2024	+13.69%	+9.30%
2023	+2.16%	+2.46%
2022	+7.08%	-25.96%
2021	+4.02%	+12.89%
2020	-5.93%	+7.07%
2019	+1.09%	+16.75%
2018	+5.76%	-7.66%
2017	-8.65%	+8.11%
2016	+1.71%	+0.82%
2015	+6.62%	+8.01%
2014	+8.82%	+18.32%
2013	+0.44%	-15.90%
2012	N/A	+13.08%
2011	N/A	+18.94%
2010	N/A	+6.29%
2009	N/A	+55.49%
2008	N/A	-34.85%
2007	N/A	-6.41%
2006	N/A	+6.04%
2005	N/A	+7.40%
2004	N/A	-6.40%
2003	N/A	+12.27%
2002	N/A	+21.72%
2001	N/A	+12.53%
2000	N/A	+16.25%
1999	N/A	-3.32%

USDU vs VKI Drawdown Comparison

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

The maximum drawdown for VKI was -52.11%, occurring on Dec 15, 2008. Recovery took 404 trading sessions.

The current USDU drawdown is -1.54%. The current VKI drawdown is -8.42%.

Rank	USDU	VKI
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-52.11% Feb 12, 2008 - Sep 18, 2009
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-38.33% Sep 15, 2021 - Oct 25, 2023
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-25.25% Feb 25, 2020 - Nov 24, 2020
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-24.20% Oct 26, 2012 - Jan 30, 2015
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-19.70% Aug 10, 2016 - Jul 31, 2019
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-19.36% Mar 24, 2004 - Jan 11, 2006
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-17.56% Aug 17, 2010 - Aug 31, 2011
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-14.35% Apr 25, 2007 - Jan 24, 2008
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-12.14% Jun 10, 2003 - Nov 26, 2003
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-11.03% Feb 4, 2000 - Jul 5, 2000
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-10.96% Oct 6, 2009 - Feb 12, 2010
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-10.92% Nov 16, 1999 - Feb 3, 2000
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-8.78% Feb 2, 2015 - Dec 1, 2015
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-8.01% Oct 7, 2002 - Jan 30, 2003
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-7.88% Jan 27, 2006 - Oct 30, 2006

Correlation

Correlation between USDU and VKI is 0.50 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.50

-101

Dividend Comparison (1999 - 2026)

USDU vs VKI dividend yield comparison.

Year	USDU	VKI
2026	0.00%	3.15%
2025	3.83%	7.36%
2024	3.97%	6.43%
2023	6.99%	4.61%
2022	7.83%	6.04%
2021	0.00%	4.77%
2020	0.69%	4.72%
2019	3.06%	4.91%
2018	0.88%	6.25%
2017	0.00%	5.77%
2016	0.00%	6.61%
2015	6.48%	6.62%
2014	1.58%	6.62%
2013	0.00%	7.61%
2012	0.00%	6.65%
2011	0.00%	7.03%
2010	0.00%	7.72%
2009	0.00%	6.87%
2008	0.00%	9.76%
2007	0.00%	5.72%
2006	0.00%	5.16%
2005	0.00%	8.51%
2004	0.00%	7.13%
2003	0.00%	6.58%
2002	0.00%	6.81%
2001	0.00%	5.21%
2000	0.00%	6.52%
1999	0.00%	1.19%