UUP vs QVMM

Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF (QVMM, ETF).

5-Year PerformanceQVMM has outperformed UUP, delivering a return of +8.8% compared to +5.8%

UUP vs QVMM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUP(ETF)	QVMM(ETF)
Net Assets	$436M	$434M
Expense Ratio	0.75%	0.15%
Max Drawdown	22.71%	24.55%
Sharpe Ratio	0.84	1.06
5Y Beta	-0.01	0.97
P/E Ratio	N/A	24.06
Forward P/E	N/A	16.97
5Y Dividends CAGR	33.66%	N/A
5Y EPS CAGR	N/A	11.96%
Debt to Equity	N/A	47.21%
P/S Ratio	N/A	1.61
P/B Ratio	N/A	2.64

Net Assets

Winner

UUP

$436M

QVMM

$434M

Expense Ratio

UUP

0.75%

Winner

QVMM

0.15%

Max Drawdown

Winner

UUP

22.71%

QVMM

24.55%

Sharpe Ratio

UUP

0.84

Winner

QVMM

1.06

5Y Beta

Winner

UUP

-0.01

QVMM

0.97

P/E Ratio

UUP

N/A

QVMM

24.06

Forward P/E

UUP

N/A

QVMM

16.97

5Y Dividends CAGR

UUP

33.66%

QVMM

N/A

5Y EPS CAGR

UUP

N/A

QVMM

11.96%

Debt to Equity

UUP

N/A

QVMM

47.21%

P/S Ratio

UUP

N/A

QVMM

1.61

P/B Ratio

UUP

N/A

QVMM

2.64

UUP vs QVMM - Holdings Comparison

UUP and QVMM have 1 common holdings. Overlap is 0.07%

UUP's top 25 holdings weight is 49.23%. QVMM's top 25 holdings weight is 17.44%.

Rank	UUP	QVMM
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 49.23%	TWILIO INC CLASS A (TWLO) - 0.91%
#2	N/A	CURTISS-WRIGHT CORP (CW) - 0.89%
#3	N/A	ILLUMINA INC (ILMN) - 0.89%
#4	N/A	TECHNIPFMC PLC (n/a) - 0.88%
#5	N/A	OKTA INC CLASS A (OKTA) - 0.85%
#6	N/A	NVENT ELECTRIC PLC (NVT) - 0.85%
#7	N/A	EVERPURE INC CLASS A (P) - 0.82%
#8	N/A	CARPENTER TECHNOLOGY CORP (CRS) - 0.80%
#9	N/A	ATI INC (ATI) - 0.78%
#10	N/A	MASTEC INC (MTZ) - 0.76%
#11	N/A	MKS INC (MKSI) - 0.75%
#12	N/A	XPO INC (XPO) - 0.73%
#13	N/A	UNITED THERAPEUTICS CORP (UTHR) - 0.72%
#14	N/A	STERLING INFRASTRUCTURE INC (STRL) - 0.71%
#15	N/A	ENTEGRIS INC (ENTG) - 0.70%
#16	N/A	NEXTPOWER INC CLASS A (NXT) - 0.70%
#17	N/A	WOODWARD INC (WWD) - 0.70%
#18	N/A	BURLINGTON STORES INC (BURL) - 0.66%
#19	N/A	RB GLOBAL INC (RBA) - 0.64%
#20	N/A	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.62%
#21	N/A	TEXAS ROADHOUSE INC (TXRH) - 0.43%
#22	N/A	EVERCORE INC CLASS A (EVR) - 0.42%
#23	N/A	ALLY FINANCIAL INC (ALLY) - 0.41%
#24	N/A	WATSCO INC ORDINARY SHARES (WSO) - 0.41%
#25	N/A	ELANCO ANIMAL HEALTH INC (ELAN) - 0.41%
Total Holdings	1	320

UUP vs QVMM - Historical Returns

Returns include dividend reinvestment.

Period	UUP	QVMM
1 month	+0.39%	+0.03%
3 months	+3.74%	+3.68%
6 months	+6.13%	+9.59%
1 year	+9.16%	+19.98%
5 years(CAGR)	+5.81%	+8.79%
10 years(CAGR)	+3.09%	N/A
Max(CAGR)	+1.71%	+8.54%

Winner

UUP

+0.39%

QVMM

+0.03%

Winner

UUP

+3.74%

QVMM

+3.68%

UUP

+6.13%

Winner

QVMM

+9.59%

UUP

+9.16%

Winner

QVMM

+19.98%

5Y(CAGR)

UUP

+5.81%

Winner

QVMM

+8.79%

10Y(CAGR)

UUP

+3.09%

QVMM

N/A

Max(CAGR)

UUP

+1.71%

Winner

QVMM

+8.54%

UUP vs QVMM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UUP	QVMM
2026	+5.35%	+13.95%
2025	-5.77%	+9.07%
2024	+12.53%	+13.84%
2023	+2.52%	+15.89%
2022	+8.78%	-13.11%
2021	+5.65%	+6.05%
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 QVMM Drawdown Comparison

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

The maximum drawdown for QVMM was -24.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current UUP drawdown is -1.04%. The current QVMM drawdown is -2.08%.

Rank	UUP	QVMM
#1	-22.18% Nov 20, 2008 - Jul 31, 2019	-24.01% Nov 25, 2024 - Dec 10, 2025
#2	-14.24% Mar 19, 2020 - Jun 13, 2022	-23.39% Nov 16, 2021 - Feb 12, 2024
#3	-11.16% Jun 14, 2007 - Oct 6, 2008	-8.31% Mar 2, 2026 - Apr 14, 2026
#4	-10.37% Sep 27, 2022 - Apr 10, 2024	-7.76% Jul 16, 2024 - Sep 19, 2024
#5	-10.05% Jan 13, 2025 - Jul 2, 2025	-6.97% Mar 28, 2024 - Jul 16, 2024
#6	-4.63% Feb 20, 2020 - Mar 13, 2020	-5.24% Sep 2, 2021 - Oct 20, 2021
#7	-4.25% Jun 26, 2024 - Oct 22, 2024	-5.18% Jul 12, 2021 - Aug 3, 2021
#8	-3.21% Mar 13, 2020 - Mar 19, 2020	-4.78% May 6, 2026 - Jun 2, 2026
#9	-3.13% Jul 14, 2022 - Aug 22, 2022	-3.50% Aug 11, 2021 - Aug 27, 2021
#10	-3.01% Oct 24, 2008 - Nov 12, 2008	-3.30% Nov 11, 2024 - Nov 22, 2024
#11	-2.78% Mar 9, 2007 - Jun 13, 2007	-3.19% Oct 18, 2024 - Nov 6, 2024
#12	-2.25% Sep 30, 2019 - Feb 6, 2020	-3.01% Jun 30, 2026 - Jul 8, 2026
#13	-1.74% Jun 14, 2022 - Jul 5, 2022	-2.47% Feb 12, 2024 - Feb 15, 2024
#14	-1.73% Sep 6, 2022 - Sep 21, 2022	-2.44% Jul 1, 2021 - Jul 12, 2021
#15	-1.69% Apr 30, 2024 - Jun 14, 2024	-2.44% Dec 11, 2025 - Jan 5, 2026

Correlation

Correlation between UUP and QVMM is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2007 - 2026)

UUP vs QVMM dividend yield comparison.

Year	UUP	QVMM
2026	0.00%	0.58%
2025	3.43%	1.32%
2024	4.48%	1.29%
2023	6.44%	1.42%
2022	0.89%	1.51%
2021	0.00%	0.60%
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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UUP vs QVMM

UUP vs QVMM - Performance Comparison

Key Characteristics

UUP vs QVMM - Holdings Comparison

UUP vs QVMM - Historical Returns

UUP vs QVMM - Annual Returns (2007 - 2026)

UUP vs QVMM Drawdown Comparison

Correlation

Dividend Comparison (2007 - 2026)

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