UUP vs DGRS

Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF).

5-Year PerformanceDGRS has outperformed UUP, delivering a return of +7.3% compared to +6.0%

UUP vs DGRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUP(ETF)	DGRS(ETF)
Net Assets	$378M	$376M
Expense Ratio	0.75%	0.38%
Max Drawdown	22.71%	45.69%
Sharpe Ratio	0.59	1.39
5Y Beta	-0.00	0.87
P/E Ratio	N/A	23.45
Forward P/E	N/A	12.65
5Y Dividends CAGR	33.66%	6.34%
5Y EPS CAGR	N/A	11.81%
Debt to Equity	N/A	95.10%
P/S Ratio	N/A	1.10
P/B Ratio	N/A	2.02

Net Assets

Winner

UUP

$378M

DGRS

$376M

Expense Ratio

UUP

0.75%

Winner

DGRS

0.38%

Max Drawdown

Winner

UUP

22.71%

DGRS

45.69%

Sharpe Ratio

UUP

0.59

Winner

DGRS

1.39

5Y Beta

Winner

UUP

-0.00

DGRS

0.87

P/E Ratio

UUP

N/A

DGRS

23.45

Forward P/E

UUP

N/A

DGRS

12.65

5Y Dividends CAGR

Winner

UUP

33.66%

DGRS

6.34%

5Y EPS CAGR

UUP

N/A

DGRS

11.81%

Debt to Equity

UUP

N/A

DGRS

95.10%

P/S Ratio

UUP

N/A

DGRS

1.10

P/B Ratio

UUP

N/A

DGRS

2.02

UUP vs DGRS - Holdings Comparison

UUP and DGRS have 0 common holdings. Overlap is 0.00%

UUP's top 25 holdings weight is 48.84%. DGRS's top 25 holdings weight is 37.56%.

Rank	UUP	DGRS
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 48.84%	ARCHROCK INC (AROC) - 2.58%
#2	N/A	AVNET INC (AVT) - 2.39%
#3	N/A	VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 2.10%
#4	N/A	n/a (CRC) - 2.02%
#5	N/A	COHEN & STEERS INC (CNS) - 1.76%
#6	N/A	CAL-MAINE FOODS INC (CALM) - 1.74%
#7	N/A	MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 1.60%
#8	N/A	BANK OF HAWAII CORP (BOH) - 1.50%
#9	N/A	CABOT CORP (CBT) - 1.50%
#10	N/A	INTERPARFUMS INC (IPAR) - 1.49%
#11	N/A	INDEPENDENT BANK CORP (INDB) - 1.47%
#12	N/A	BUCKLE INC (BKE) - 1.39%
#13	N/A	KONTOOR BRANDS INC (KTB) - 1.38%
#14	N/A	KORN FERRY (KFY) - 1.35%
#15	N/A	FEDERATED HERMES INC CLASS B (FHI) - 1.35%
#16	N/A	FIRST FINANCIAL BANCORP (FFBC) - 1.33%
#17	N/A	FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.29%
#18	N/A	CATHAY GENERAL BANCORP (CATY) - 1.27%
#19	N/A	COMMUNITY FINANCIAL SYSTEM INC (CBU) - 1.24%
#20	N/A	NORTHERN OIL & GAS INC (NOG) - 1.22%
#21	N/A	FIRST BUSEY CORP (BUSE) - 1.18%
#22	N/A	RENASANT CORP (RNST) - 1.14%
#23	N/A	SENSIENT TECHNOLOGIES CORP (SXT) - 1.11%
#24	N/A	SCIENCE APPLICATIONS INTERNATIONAL CORP (SAIC) - 1.09%
#25	N/A	LCI INDUSTRIES INC (LCII) - 1.07%
Total Holdings	1	199

UUP vs DGRS - Historical Returns

Returns include dividend reinvestment.

Period	UUP	DGRS
1 month	+2.45%	+4.10%
3 months	+3.23%	+11.18%
6 months	+5.61%	+16.32%
1 year	+7.83%	+29.19%
5 years(CAGR)	+5.97%	+7.33%
10 years(CAGR)	+3.50%	+9.80%
Max(CAGR)	+1.70%	+9.28%

UUP

+2.45%

Winner

DGRS

+4.10%

UUP

+3.23%

Winner

DGRS

+11.18%

UUP

+5.61%

Winner

DGRS

+16.32%

UUP

+7.83%

Winner

DGRS

+29.19%

5Y(CAGR)

UUP

+5.97%

Winner

DGRS

+7.33%

10Y(CAGR)

UUP

+3.50%

Winner

DGRS

+9.80%

Max(CAGR)

UUP

+1.70%

Winner

DGRS

+9.28%

UUP vs DGRS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UUP	DGRS
2026	+4.94%	+17.24%
2025	-5.77%	+0.64%
2024	+12.53%	+10.63%
2023	+2.52%	+20.65%
2022	+8.78%	-13.21%
2021	+5.65%	+24.72%
2020	-6.98%	+8.02%
2019	+3.32%	+23.77%
2018	+7.50%	-10.85%
2017	-9.92%	+6.98%
2016	+3.00%	+33.41%
2015	+5.99%	-6.30%
2014	+10.72%	+6.01%
2013	-1.33%	+14.92%
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 DGRS Drawdown Comparison

The maximum drawdown for UUP was -22.18%, occurring on Jul 26, 2011. Recovery took 2689 trading sessions.

The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.

The current UUP drawdown is -1.42%. The current DGRS drawdown is -0.40%.

Rank	UUP	DGRS
#1	-22.18% Nov 20, 2008 - Jul 31, 2019	-44.82% Jan 16, 2020 - Nov 24, 2020
#2	-14.24% Mar 19, 2020 - Jun 13, 2022	-27.57% Nov 25, 2024 - Feb 4, 2026
#3	-11.16% Jun 14, 2007 - Oct 6, 2008	-24.12% Jan 4, 2022 - Dec 14, 2023
#4	-10.37% Sep 27, 2022 - Apr 10, 2024	-22.95% Aug 21, 2018 - Nov 5, 2019
#5	-10.05% Jan 13, 2025 - Jul 2, 2025	-21.01% Jun 23, 2015 - Jul 11, 2016
#6	-4.63% Feb 20, 2020 - Mar 13, 2020	-10.76% Jul 1, 2014 - Nov 12, 2014
#7	-4.25% Jun 26, 2024 - Oct 22, 2024	-9.80% Jun 8, 2021 - Nov 5, 2021
#8	-3.21% Mar 13, 2020 - Mar 19, 2020	-9.28% Jul 31, 2024 - Oct 16, 2024
#9	-3.13% Jul 14, 2022 - Aug 22, 2022	-8.90% Feb 6, 2026 - Apr 17, 2026
#10	-3.01% Oct 24, 2008 - Nov 12, 2008	-8.69% Dec 26, 2013 - Apr 1, 2014
#11	-2.78% Mar 9, 2007 - Jun 13, 2007	-8.44% Dec 9, 2016 - Sep 27, 2017
#12	-2.25% Sep 30, 2019 - Feb 6, 2020	-8.37% Jan 23, 2018 - May 30, 2018
#13	-1.74% Jun 14, 2022 - Jul 5, 2022	-7.35% Nov 16, 2021 - Jan 4, 2022
#14	-1.73% Sep 6, 2022 - Sep 21, 2022	-7.07% Mar 12, 2021 - May 6, 2021
#15	-1.69% Apr 30, 2024 - Jun 14, 2024	-6.80% Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between UUP and DGRS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2007 - 2026)

UUP vs DGRS dividend yield comparison.

Year	UUP	DGRS
2026	0.00%	0.62%
2025	3.43%	2.68%
2024	4.48%	2.15%
2023	6.44%	2.36%
2022	0.89%	2.88%
2021	0.00%	2.19%
2020	0.00%	2.32%
2019	2.03%	2.39%
2018	1.08%	2.64%
2017	0.10%	1.90%
2016	0.00%	1.82%
2015	0.00%	2.55%
2014	0.00%	2.07%
2013	0.00%	0.50%
2008	0.69%	0.00%
2007	0.84%	0.00%