UUP vs PLTY

Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and YieldMax PLTR Option Income Strategy ETF (PLTY, ETF).

UUP vs PLTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUP(ETF)	PLTY(ETF)
Net Assets	$352M	$348M
Expense Ratio	0.75%	1.07%
Max Drawdown	22.71%	65.11%
Sharpe Ratio	0.40	0.21
5Y Beta	0.00	1.53
5Y Dividends CAGR	33.66%	N/A

Net Assets

Winner

UUP

$352M

PLTY

$348M

Expense Ratio

Winner

UUP

0.75%

PLTY

1.07%

Max Drawdown

Winner

UUP

22.71%

PLTY

65.11%

Sharpe Ratio

Winner

UUP

0.40

PLTY

0.21

5Y Beta

Winner

UUP

0.00

PLTY

1.53

5Y Dividends CAGR

UUP

33.66%

PLTY

N/A

UUP vs PLTY - Holdings Comparison

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

UUP's top 25 holdings weight is 48.85%. PLTY's top 25 holdings weight is -5.52%.

Rank	UUP	PLTY
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 48.85%	PLTR US 06/18/26 C150 (n/a) - 5.95%
#2	N/A	CASH OFFSET (n/a) - 5.62%
#3	N/A	PLTR US 07/17/26 C150 (n/a) - 5.21%
#4	N/A	OTHER ASSETS AND LIABILITIES (n/a) - 5.02%
#5	N/A	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.28%
#6	N/A	PLTR US 05/22/26 C142 (n/a) - 0.49%
#7	N/A	PLTR US 05/22/26 C139 (n/a) - 0.34%
#8	N/A	PLTR US 05/22/26 C140 (n/a) - 0.23%
#9	N/A	PLTR US 05/22/26 C143 (n/a) - 0.14%
#10	N/A	PLTR US 05/22/26 C138 (n/a) - 0.14%
#11	N/A	PLTR US 05/22/26 C141 (n/a) - 0.13%
#12	N/A	PLTR US 05/22/26 C136 (n/a) - -0.30%
#13	N/A	PLTR US 05/22/26 C132 (n/a) - -0.33%
#14	N/A	PLTR US 05/22/26 C135 (n/a) - -0.47%
#15	N/A	PLTR US 05/22/26 C134 (n/a) - -0.70%
#16	N/A	PLTR US 05/22/26 C133 (n/a) - -0.99%
#17	N/A	PLTR US 05/22/26 C137 (n/a) - -1.00%
#18	N/A	PLTR 06/18/2026 150.01 P (n/a) - -11.29%
#19	N/A	PLTR 07/17/2026 150.01 P (n/a) - -14.99%
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	19

UUP vs PLTY - Historical Returns

Returns include dividend reinvestment.

Period	UUP	PLTY
1 month	+1.89%	+1.46%
3 months	+1.97%	-5.42%
6 months	+3.21%	-19.05%
1 year	+6.16%	+10.88%
5 years(CAGR)	+6.04%	N/A
10 years(CAGR)	+3.26%	N/A
Max(CAGR)	+1.62%	+62.30%

Winner

UUP

+1.89%

PLTY

+1.46%

Winner

UUP

+1.97%

PLTY

-5.42%

Winner

UUP

+3.21%

PLTY

-19.05%

UUP

+6.16%

Winner

PLTY

+10.88%

5Y(CAGR)

UUP

+6.04%

PLTY

N/A

10Y(CAGR)

UUP

+3.26%

PLTY

N/A

Max(CAGR)

UUP

+1.62%

Winner

PLTY

+62.30%

UUP vs PLTY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UUP	PLTY
2026	+3.36%	-12.51%
2025	-5.77%	+79.29%
2024	+12.53%	+49.71%
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 PLTY Drawdown Comparison

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

The maximum drawdown for PLTY was -36.24%, occurring on Apr 4, 2025. Recovery took 79 trading sessions.

The current UUP drawdown is -2.91%. The current PLTY drawdown is -27.47%.

Rank	UUP	PLTY
#1	-22.18% Nov 20, 2008 - Jul 31, 2019	-36.24% Feb 18, 2025 - Jun 11, 2025
#2	-14.24% Mar 19, 2020 - Jun 13, 2022	-34.12% Nov 3, 2025 - Feb 5, 2026
#3	-11.16% Jun 14, 2007 - Oct 6, 2008	-18.07% Dec 26, 2024 - Feb 4, 2025
#4	-10.37% Sep 27, 2022 - Apr 10, 2024	-15.12% Aug 8, 2025 - Oct 27, 2025
#5	-10.05% Jan 13, 2025 - Jul 2, 2025	-8.25% Jun 26, 2025 - Jul 14, 2025
#6	-4.63% Feb 20, 2020 - Mar 13, 2020	-7.36% Oct 29, 2024 - Nov 5, 2024
#7	-4.25% Jun 26, 2024 - Oct 22, 2024	-6.30% Dec 6, 2024 - Dec 13, 2024
#8	-3.21% Mar 13, 2020 - Mar 19, 2020	-4.73% Dec 13, 2024 - Dec 20, 2024
#9	-3.13% Jul 14, 2022 - Aug 22, 2022	-4.50% Nov 15, 2024 - Nov 25, 2024
#10	-3.01% Oct 24, 2008 - Nov 12, 2008	-2.88% Feb 10, 2025 - Feb 12, 2025
#11	-2.78% Mar 9, 2007 - Jun 13, 2007	-2.81% Oct 14, 2024 - Oct 24, 2024
#12	-2.25% Sep 30, 2019 - Feb 6, 2020	-2.50% Nov 13, 2024 - Nov 15, 2024
#13	-1.74% Jun 14, 2022 - Jul 5, 2022	-2.50% Jul 17, 2025 - Jul 23, 2025
#14	-1.73% Sep 6, 2022 - Sep 21, 2022	-2.09% Feb 4, 2025 - Feb 6, 2025
#15	-1.69% Apr 30, 2024 - Jun 14, 2024	-2.03% Jun 16, 2025 - Jun 24, 2025

Correlation

Correlation between UUP and PLTY is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101