USDX vs BWZ
Comparison between SGI ENHANCED CORE ETF (USDX, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).
USDX vs BWZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USDX
$313M
BWZ
$312M
Expense Ratio
USDX
1.08%
Winner
BWZ
0.35%
Max Drawdown
Winner
USDX
3.80%
BWZ
38.33%
Sharpe Ratio
Winner
USDX
1.29
BWZ
-0.55
5Y Beta
USDX
0.00
Winner
BWZ
-0.00
5Y Dividends CAGR
USDX
N/A
BWZ
110.68%
USDX vs BWZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USDX
+0.74%
BWZ
-0.04%
3M
Winner
USDX
+1.62%
BWZ
+0.49%
6M
Winner
USDX
+2.79%
BWZ
-0.25%
1Y
Winner
USDX
+6.52%
BWZ
-0.67%
5Y(CAGR)
USDX
N/A
BWZ
-1.76%
10Y(CAGR)
USDX
N/A
BWZ
-0.47%
Max(CAGR)
Winner
USDX
+6.80%
BWZ
-0.19%
USDX vs BWZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | USDX | BWZ |
|---|---|---|
| 2026 | +2.43% | -0.03% |
| 2025 | +6.20% | +10.88% |
| 2024 | +6.87% | -4.53% |
| 2023 | N/A | +3.85% |
| 2022 | N/A | -10.17% |
| 2021 | N/A | -6.90% |
| 2020 | N/A | +6.74% |
| 2019 | N/A | +1.29% |
| 2018 | N/A | -3.82% |
| 2017 | N/A | +10.82% |
| 2016 | N/A | -1.22% |
| 2015 | N/A | -6.54% |
| 2014 | N/A | -9.36% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +2.23% |
| 2011 | N/A | -0.77% |
| 2010 | N/A | +0.98% |
| 2009 | N/A | +12.97% |
USDX vs BWZ Drawdown Comparison
The maximum drawdown for USDX was -0.94%, occurring on Jan 27, 2026. Recovery took 22 trading sessions.
The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.
The current USDX drawdown is -0.02%. The current BWZ drawdown is -22.27%.
| Rank | USDX | BWZ |
|---|---|---|
| #1 | -0.94% Jan 21, 2026 - Feb 23, 2026 | -34.22% Aug 29, 2011 - Sep 27, 2022 |
| #2 | -0.74% Apr 7, 2025 - May 16, 2025 | -13.70% Dec 1, 2009 - Nov 4, 2010 |
| #3 | -0.64% May 29, 2026 - Jun 4, 2026 | -6.59% Nov 4, 2010 - Jan 26, 2011 |
| #4 | -0.35% May 7, 2026 - May 14, 2026 | -5.56% Feb 9, 2009 - Mar 18, 2009 |
| #5 | -0.31% Apr 30, 2026 - May 7, 2026 | -5.06% Jan 26, 2011 - Apr 26, 2011 |
| #6 | -0.29% May 21, 2026 - May 29, 2026 | -3.58% May 2, 2011 - Jul 29, 2011 |
| #7 | -0.26% May 14, 2026 - May 20, 2026 | -3.43% Jun 2, 2009 - Jul 20, 2009 |
| #8 | -0.24% Jul 1, 2024 - Jul 3, 2024 | -2.51% Mar 19, 2009 - May 4, 2009 |
| #9 | -0.23% Oct 25, 2024 - Nov 4, 2024 | -2.22% Oct 14, 2009 - Nov 11, 2009 |
| #10 | -0.23% Dec 23, 2024 - Jan 2, 2025 | -2.20% Jul 29, 2011 - Aug 29, 2011 |
| #11 | -0.21% Jan 15, 2026 - Jan 21, 2026 | -2.14% Sep 18, 2009 - Oct 14, 2009 |
| #12 | -0.21% Nov 11, 2024 - Nov 14, 2024 | -1.88% Aug 4, 2009 - Aug 25, 2009 |
| #13 | -0.21% Dec 16, 2024 - Dec 23, 2024 | -1.52% Feb 3, 2009 - Feb 9, 2009 |
| #14 | -0.19% Jul 10, 2025 - Jul 21, 2025 | -1.10% May 22, 2009 - Jun 1, 2009 |
| #15 | -0.19% Mar 26, 2026 - Mar 30, 2026 | -1.05% Nov 11, 2009 - Nov 25, 2009 |
Correlation
Correlation between USDX and BWZ is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2009 - 2026)
USDX vs BWZ dividend yield comparison.
| Year | USDX | BWZ |
|---|---|---|
| 2026 | 1.67% | 0.86% |
| 2025 | 5.88% | 2.05% |
| 2024 | 4.60% | 2.47% |
| 2023 | 0.00% | 1.63% |
| 2022 | 0.00% | 0.44% |
| 2021 | 0.00% | 0.60% |
| 2020 | 0.00% | 0.13% |
| 2019 | 0.00% | 0.43% |
| 2018 | 0.00% | 1.10% |
| 2017 | 0.00% | 0.40% |
| 2016 | 0.00% | 0.13% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.19% |
| 2013 | 0.00% | 0.09% |
| 2012 | 0.00% | 0.01% |
| 2011 | 0.00% | 3.53% |
| 2010 | 0.00% | 0.19% |
| 2009 | 0.00% | 1.61% |
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