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UUP vs PDN

Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF).

5-Year PerformancePDN has outperformed UUP, delivering a return of +6.4% compared to +6.0%

UUP vs PDN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UUP
$378M
PDN
$377M
Expense Ratio
UUP
0.75%
Winner
PDN
0.47%
Max Drawdown
Winner
UUP
22.71%
PDN
60.08%
Sharpe Ratio
UUP
0.59
Winner
PDN
1.19
5Y Beta
Winner
UUP
-0.00
PDN
0.70
5Y Dividends CAGR
Winner
UUP
33.66%
PDN
18.88%

UUP vs PDN - Holdings Comparison

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

UUP's top 25 holdings weight is 48.84%. PDN's top 25 holdings weight is 4.79%.

RankUUPPDN
#1
INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 48.84%
HANWHA AEROSPACE CO LTD (n/a) - 0.30%
#2N/A
DOOSAN CORP ORDINARY SHARES (n/a) - 0.30%
#3N/A
SUMITOMO PHARMA CO LTD (n/a) - 0.27%
#4N/A
IAMGOLD CORP (n/a) - 0.25%
#5N/A
SSR MINING INC (n/a) - 0.22%
#6N/A
ELDORADO GOLD CORP (n/a) - 0.22%
#7N/A
KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.20%
#8N/A
ELBIT SYSTEMS LTD (n/a) - 0.20%
#9N/A
FRESNILLO PLC (n/a) - 0.19%
#10N/A
ALAMOS GOLD INC CLASS A (n/a) - 0.18%
#11N/A
HACHIJUNI BANK LTD (n/a) - 0.18%
#12N/A
SOLAREDGE TECHNOLOGIES INC (SEDG) - 0.18%
#13N/A
KINDEN CORP (n/a) - 0.18%
#14N/A
ASICS CORP (n/a) - 0.18%
#15N/A
ASMPT LTD (n/a) - 0.18%
#16N/A
CENTERRA GOLD INC (n/a) - 0.17%
#17N/A
OCEANAGOLD CORP (n/a) - 0.17%
#18N/A
n/a (EQX) - 0.17%
#19N/A
TOWER SEMICONDUCTOR LTD (n/a) - 0.17%
#20N/A
CAMECO CORP (n/a) - 0.17%
#21N/A
TOHO CO LTD (n/a) - 0.15%
#22N/A
BECHTLE AG (n/a) - 0.14%
#23N/A
PLUS500 LTD (n/a) - 0.14%
#24N/A
CHOW TAI FOOK JEWELLERY GROUP LTD (n/a) - 0.14%
#25N/A
MITSUI E&S CO LTD (n/a) - 0.14%
Total Holdings11787

UUP vs PDN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UUP
+2.45%
PDN
-3.17%
3M
UUP
+3.23%
Winner
PDN
+4.74%
6M
UUP
+5.61%
Winner
PDN
+7.20%
1Y
UUP
+7.83%
Winner
PDN
+22.22%
5Y(CAGR)
UUP
+5.97%
Winner
PDN
+6.41%
10Y(CAGR)
UUP
+3.50%
Winner
PDN
+8.09%
Max(CAGR)
UUP
+1.70%
Winner
PDN
+5.58%

UUP vs PDN - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUUPPDN
2026+4.94%+6.70%
2025-5.77%+38.01%
2024+12.53%+1.90%
2023+2.52%+13.05%
2022+8.78%-17.78%
2021+5.65%+8.57%
2020-6.98%+9.69%
2019+3.32%+18.83%
2018+7.50%-18.83%
2017-9.92%+29.71%
2016+3.00%+8.84%
2015+5.99%+2.02%
2014+10.72%-3.77%
2013-1.33%+19.38%
2012-2.09%+14.16%
2011-1.54%-15.10%
2010-0.92%+14.90%
2009-7.38%+51.56%
2008+5.83%-40.50%
2007-4.30%-4.91%

UUP vs PDN Drawdown Comparison

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

The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.

The current UUP drawdown is -1.42%. The current PDN drawdown is -5.11%.

RankUUPPDN
#1-22.18%
Nov 20, 2008 - Jul 31, 2019
-59.30%
Nov 1, 2007 - Jan 3, 2011
#2-14.24%
Mar 19, 2020 - Jun 13, 2022
-41.92%
Jan 26, 2018 - Dec 15, 2020
#3-11.16%
Jun 14, 2007 - Oct 6, 2008
-33.67%
Sep 3, 2021 - May 5, 2025
#4-10.37%
Sep 27, 2022 - Apr 10, 2024
-24.21%
May 2, 2011 - Apr 25, 2013
#5-10.05%
Jan 13, 2025 - Jul 2, 2025
-20.59%
May 15, 2015 - Feb 10, 2017
#6-4.63%
Feb 20, 2020 - Mar 13, 2020
-14.31%
Jul 3, 2014 - May 15, 2015
#7-4.25%
Jun 26, 2024 - Oct 22, 2024
-11.26%
Feb 27, 2026 - May 6, 2026
#8-3.21%
Mar 13, 2020 - Mar 19, 2020
-10.18%
Feb 7, 2011 - Apr 26, 2011
#9-3.13%
Jul 14, 2022 - Aug 22, 2022
-9.84%
May 21, 2013 - Aug 2, 2013
#10-3.01%
Oct 24, 2008 - Nov 12, 2008
-6.89%
Oct 22, 2013 - Feb 24, 2014
#11-2.78%
Mar 9, 2007 - Jun 13, 2007
-6.02%
Jun 8, 2021 - Sep 2, 2021
#12-2.25%
Sep 30, 2019 - Feb 6, 2020
-5.54%
May 8, 2026 - Jun 10, 2026
#13-1.74%
Jun 14, 2022 - Jul 5, 2022
-5.04%
Oct 27, 2025 - Nov 28, 2025
#14-1.73%
Sep 6, 2022 - Sep 21, 2022
-4.33%
Mar 6, 2014 - May 29, 2014
#15-1.69%
Apr 30, 2024 - Jun 14, 2024
-4.28%
Aug 14, 2013 - Sep 9, 2013

Correlation

Correlation between UUP and PDN is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2007 - 2026)

UUP vs PDN dividend yield comparison.

YearUUPPDN
20260.00%1.57%
20253.43%3.36%
20244.48%3.36%
20236.44%3.16%
20220.89%2.68%
20210.00%2.42%
20200.00%1.79%
20192.03%2.60%
20181.08%2.21%
20170.10%2.42%
20160.00%2.16%
20150.00%2.06%
20140.00%1.95%
20130.00%2.15%
20120.00%2.31%
20110.00%2.42%
20100.00%1.80%
20090.00%3.37%
20080.69%2.44%
20070.84%0.14%

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