UUP vs EVN

Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and Eaton Vance Municipal Income Trust (EVN, ETF).

5-Year PerformanceUUP has outperformed EVN, delivering a return of +5.8% compared to +0.1%

UUP vs EVN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUP(ETF)	EVN(ETF)
Net Assets	$436M	$435M
Expense Ratio	0.75%	N/A
Max Drawdown	22.71%	62.55%
Sharpe Ratio	0.59	0.79
5Y Beta	-0.00	0.18
5Y Dividends CAGR	33.66%	1.46%

Net Assets

Winner

UUP

$436M

EVN

$435M

Expense Ratio

UUP

0.75%

EVN

N/A

Max Drawdown

Winner

UUP

22.71%

EVN

62.55%

Sharpe Ratio

UUP

0.59

Winner

EVN

0.79

5Y Beta

Winner

UUP

-0.00

EVN

0.18

5Y Dividends CAGR

Winner

UUP

33.66%

EVN

1.46%

UUP vs EVN - Historical Returns

Returns include dividend reinvestment.

Period	UUP	EVN
1 month	+0.42%	+0.28%
3 months	+3.68%	+4.97%
6 months	+4.44%	+4.59%
1 year	+8.14%	+11.93%
5 years(CAGR)	+5.78%	+0.07%
10 years(CAGR)	+3.12%	+1.96%
Max(CAGR)	+1.70%	+5.86%

Winner

UUP

+0.42%

EVN

+0.28%

UUP

+3.68%

Winner

EVN

+4.97%

UUP

+4.44%

Winner

EVN

+4.59%

UUP

+8.14%

Winner

EVN

+11.93%

5Y(CAGR)

Winner

UUP

+5.78%

EVN

+0.07%

10Y(CAGR)

Winner

UUP

+3.12%

EVN

+1.96%

Max(CAGR)

UUP

+1.70%

Winner

EVN

+5.86%

UUP vs EVN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UUP	EVN
2026	+5.05%	+5.66%
2025	-5.77%	+12.50%
2024	+12.53%	+8.33%
2023	+2.52%	+3.00%
2022	+8.78%	-25.04%
2021	+5.65%	+7.73%
2020	-6.98%	+10.09%
2019	+3.32%	+15.59%
2018	+7.50%	-3.88%
2017	-9.92%	+4.85%
2016	+3.00%	-3.37%
2015	+5.99%	+9.71%
2014	+10.72%	+35.72%
2013	-1.33%	-19.33%
2012	-2.09%	+16.12%
2011	-1.54%	+23.98%
2010	-0.92%	+3.83%
2009	-7.38%	+56.76%
2008	+5.83%	-39.77%
2007	-4.30%	-9.13%
2006	N/A	+14.02%
2005	N/A	-1.43%
2004	N/A	+11.85%
2003	N/A	+18.50%
2002	N/A	+11.13%
2001	N/A	+19.65%
2000	N/A	+4.37%
1999	N/A	-3.08%

UUP vs EVN Drawdown Comparison

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

The maximum drawdown for EVN was -56.82%, occurring on Dec 16, 2008. Recovery took 812 trading sessions.

The current UUP drawdown is -1.32%. The current EVN drawdown is -2.48%.

Rank	UUP	EVN
#1	-22.18% Nov 20, 2008 - Jul 31, 2019	-56.82% May 11, 2007 - Aug 2, 2010
#2	-14.24% Mar 19, 2020 - Jun 13, 2022	-32.80% Sep 21, 2021 - Jun 29, 2026
#3	-11.16% Jun 14, 2007 - Oct 6, 2008	-27.63% Feb 21, 2020 - Nov 19, 2020
#4	-10.37% Sep 27, 2022 - Apr 10, 2024	-27.40% Mar 6, 2013 - Sep 9, 2014
#5	-10.05% Jan 13, 2025 - Jul 2, 2025	-19.70% Nov 16, 1999 - Jan 3, 2001
#6	-4.63% Feb 20, 2020 - Mar 13, 2020	-18.58% Jul 11, 2016 - Aug 8, 2019
#7	-4.25% Jun 26, 2024 - Oct 22, 2024	-17.26% Sep 7, 2010 - Jul 5, 2011
#8	-3.21% Mar 13, 2020 - Mar 19, 2020	-14.82% Apr 1, 2004 - Aug 27, 2004
#9	-3.13% Jul 14, 2022 - Aug 22, 2022	-11.51% Sep 24, 2002 - Mar 7, 2003
#10	-3.01% Oct 24, 2008 - Nov 12, 2008	-11.30% Feb 3, 2015 - Nov 30, 2015
#11	-2.78% Mar 9, 2007 - Jun 13, 2007	-10.92% Jun 17, 2003 - Oct 31, 2003
#12	-2.25% Sep 30, 2019 - Feb 6, 2020	-9.84% Sep 5, 2001 - Oct 9, 2001
#13	-1.74% Jun 14, 2022 - Jul 5, 2022	-9.44% Jun 28, 2005 - Jul 31, 2006
#14	-1.73% Sep 6, 2022 - Sep 21, 2022	-9.33% Mar 4, 2005 - May 25, 2005
#15	-1.69% Apr 30, 2024 - Jun 14, 2024	-8.39% Jul 12, 2011 - Sep 13, 2011

Correlation

Correlation between UUP and EVN is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67

-101

Dividend Comparison (2000 - 2026)

UUP vs EVN dividend yield comparison.

Year	UUP	EVN
2026	0.00%	3.28%
2025	3.43%	5.72%
2024	4.48%	5.78%
2023	6.44%	4.80%
2022	0.89%	5.60%
2021	0.00%	4.14%
2020	0.00%	4.20%
2019	2.03%	4.46%
2018	1.08%	5.50%
2017	0.10%	5.37%
2016	0.00%	6.06%
2015	0.00%	6.46%
2014	0.00%	6.71%
2013	0.00%	8.81%
2012	0.00%	6.92%
2011	0.00%	7.76%
2010	0.00%	8.54%
2009	0.00%	7.54%
2008	0.69%	10.42%
2007	0.84%	5.76%
2006	0.00%	5.39%
2005	0.00%	7.24%
2004	0.00%	7.26%
2003	0.00%	7.19%
2002	0.00%	7.35%
2001	0.00%	5.71%
2000	0.00%	2.07%