UUP vs BKMS
Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).
UUP vs BKMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UUP
$436M
Winner
BKMS
$436M
Expense Ratio
UUP
0.75%
Winner
BKMS
0.35%
Max Drawdown
UUP
22.71%
Winner
BKMS
1.30%
Sharpe Ratio
Winner
UUP
0.59
BKMS
-1.89
5Y Beta
Winner
UUP
-0.00
BKMS
0.02
5Y Dividends CAGR
UUP
33.66%
BKMS
N/A
UUP vs BKMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UUP
+0.42%
BKMS
+0.12%
3M
Winner
UUP
+3.68%
BKMS
+0.39%
6M
Winner
UUP
+4.44%
BKMS
+0.69%
1Y
UUP
+8.14%
BKMS
N/A
5Y(CAGR)
UUP
+5.78%
BKMS
N/A
10Y(CAGR)
UUP
+3.12%
BKMS
N/A
Max(CAGR)
Winner
UUP
+1.70%
BKMS
+1.42%
UUP vs BKMS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UUP | BKMS |
|---|---|---|
| 2026 | +5.05% | +0.73% |
| 2025 | -5.77% | N/A |
| 2024 | +12.53% | N/A |
| 2023 | +2.52% | N/A |
| 2022 | +8.78% | N/A |
| 2021 | +5.65% | N/A |
| 2020 | -6.98% | N/A |
| 2019 | +3.32% | N/A |
| 2018 | +7.50% | N/A |
| 2017 | -9.92% | N/A |
| 2016 | +3.00% | N/A |
| 2015 | +5.99% | N/A |
| 2014 | +10.72% | N/A |
| 2013 | -1.33% | N/A |
| 2012 | -2.09% | N/A |
| 2011 | -1.54% | N/A |
| 2010 | -0.92% | N/A |
| 2009 | -7.38% | N/A |
| 2008 | +5.83% | N/A |
| 2007 | -4.30% | N/A |
UUP vs BKMS Drawdown Comparison
The maximum drawdown for UUP was -22.18%, occurring on Jul 26, 2011. Recovery took 2689 trading sessions.
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The current UUP drawdown is -1.32%. The current BKMS drawdown is -0.20%.
| Rank | UUP | BKMS |
|---|---|---|
| #1 | -22.18% Nov 20, 2008 - Jul 31, 2019 | -0.87% Feb 27, 2026 - Jun 15, 2026 |
| #2 | -14.24% Mar 19, 2020 - Jun 13, 2022 | -0.25% Jun 29, 2026 - Jul 20, 2026 |
| #3 | -11.16% Jun 14, 2007 - Oct 6, 2008 | -0.18% Jan 23, 2026 - Jan 30, 2026 |
| #4 | -10.37% Sep 27, 2022 - Apr 10, 2024 | -0.13% Jun 15, 2026 - Jun 24, 2026 |
| #5 | -10.05% Jan 13, 2025 - Jul 2, 2025 | -0.08% Jan 16, 2026 - Jan 23, 2026 |
| #6 | -4.63% Feb 20, 2020 - Mar 13, 2020 | -0.08% Feb 17, 2026 - Feb 23, 2026 |
| #7 | -4.25% Jun 26, 2024 - Oct 22, 2024 | -0.06% Feb 9, 2026 - Feb 12, 2026 |
| #8 | -3.21% Mar 13, 2020 - Mar 19, 2020 | -0.06% Jun 24, 2026 - Jun 26, 2026 |
| #9 | -3.13% Jul 14, 2022 - Aug 22, 2022 | -0.02% Feb 5, 2026 - Feb 9, 2026 |
| #10 | -3.01% Oct 24, 2008 - Nov 12, 2008 | N/A |
| #11 | -2.78% Mar 9, 2007 - Jun 13, 2007 | N/A |
| #12 | -2.25% Sep 30, 2019 - Feb 6, 2020 | N/A |
| #13 | -1.74% Jun 14, 2022 - Jul 5, 2022 | N/A |
| #14 | -1.73% Sep 6, 2022 - Sep 21, 2022 | N/A |
| #15 | -1.69% Apr 30, 2024 - Jun 14, 2024 | N/A |
Correlation
Correlation between UUP and BKMS is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
Dividend Comparison (2007 - 2026)
UUP vs BKMS dividend yield comparison.
| Year | UUP | BKMS |
|---|---|---|
| 2026 | 0.00% | 1.36% |
| 2025 | 3.43% | 0.00% |
| 2024 | 4.48% | 0.00% |
| 2023 | 6.44% | 0.00% |
| 2022 | 0.89% | 0.00% |
| 2019 | 2.03% | 0.00% |
| 2018 | 1.08% | 0.00% |
| 2017 | 0.10% | 0.00% |
| 2008 | 0.69% | 0.00% |
| 2007 | 0.84% | 0.00% |
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