UUP vs URTY

Comparison between Invesco DB US Dollar Index Bullish Fund (UUP, ETF) and PROSHARES ULTRAPRO RUSSELL2000 (URTY, ETF).

5-Year PerformanceUUP has outperformed URTY, delivering a return of +6.0% compared to -8.0%

UUP vs URTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUP(ETF)	URTY(ETF)
Net Assets	$352M	$347M
Expense Ratio	0.75%	N/A
Max Drawdown	22.71%	88.15%
Sharpe Ratio	0.40	1.46
5Y Beta	0.00	3.31
P/E Ratio	N/A	-245.21
5Y Dividends CAGR	33.66%	197.36%
Debt to Equity	N/A	53.21%
P/S Ratio	N/A	1.22
P/B Ratio	N/A	2.03

Net Assets

Winner

UUP

$352M

URTY

$347M

Expense Ratio

UUP

0.75%

URTY

N/A

Max Drawdown

Winner

UUP

22.71%

URTY

88.15%

Sharpe Ratio

UUP

0.40

Winner

URTY

1.46

5Y Beta

Winner

UUP

0.00

URTY

3.31

P/E Ratio

UUP

N/A

URTY

-245.21

5Y Dividends CAGR

UUP

33.66%

Winner

URTY

197.36%

Debt to Equity

UUP

N/A

URTY

53.21%

P/S Ratio

UUP

N/A

URTY

1.22

P/B Ratio

UUP

N/A

URTY

2.03

UUP vs URTY - Holdings Comparison

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

UUP's top 25 holdings weight is 48.85%. URTY's top 25 holdings weight is 21.26%.

Rank	UUP	URTY
#1	INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 48.85%	CASH (n/a) - 16.67%
#2	N/A	n/a (n/a) - 0.39%
#3	N/A	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.31%
#4	N/A	FABRINET (FN) - 0.25%
#5	N/A	IONQ INC CLASS A (IONQ) - 0.23%
#6	N/A	n/a (HIMS) - 0.22%
#7	N/A	ENSIGN GROUP INC (ENSG) - 0.21%
#8	N/A	HEALTHEQUITY INC (HQY) - 0.21%
#9	N/A	BRINKER INTERNATIONAL INC (EAT) - 0.20%
#10	N/A	BLUEPRINT MEDICINES CORP (BPMC) - 0.20%
#11	N/A	NEXTRACKER INC ORDINARY SHARES CLASS A (NXT) - 0.20%
#12	N/A	FLUOR CORP (FLR) - 0.20%
#13	N/A	COMMVAULT SYSTEMS INC (CVLT) - 0.19%
#14	N/A	UMB FINANCIAL CORP (UMBF) - 0.19%
#15	N/A	SPX TECHNOLOGIES INC (SPXC) - 0.19%
#16	N/A	CHART INDUSTRIES INC (GTLS) - 0.18%
#17	N/A	CASELLA WASTE SYSTEMS INC CLASS A (CWST) - 0.18%
#18	N/A	OKLO INC CLASS A SHARES (OKLO) - 0.13%
#19	N/A	BALCHEM CORP (BCPC) - 0.13%
#20	N/A	RADIAN GROUP INC (RDN) - 0.13%
#21	N/A	QUALYS INC (QLYS) - 0.13%
#22	N/A	VARONIS SYSTEMS INC (VRNS) - 0.13%
#23	N/A	TXNM ENERGY INC (TXNM) - 0.13%
#24	N/A	UNITED BANKSHARES INC (UBSI) - 0.13%
#25	N/A	SPS COMMERCE INC (SPSC) - 0.13%
Total Holdings	1	1956

UUP vs URTY - Historical Returns

Returns include dividend reinvestment.

Period	UUP	URTY
1 month	+1.89%	-3.07%
3 months	+1.97%	+24.84%
6 months	+3.21%	+29.37%
1 year	+6.16%	+105.08%
5 years(CAGR)	+6.04%	-7.97%
10 years(CAGR)	+3.26%	+6.63%
Max(CAGR)	+1.62%	+12.91%

Winner

UUP

+1.89%

URTY

-3.07%

UUP

+1.97%

Winner

URTY

+24.84%

UUP

+3.21%

Winner

URTY

+29.37%

UUP

+6.16%

Winner

URTY

+105.08%

5Y(CAGR)

Winner

UUP

+6.04%

URTY

-7.97%

10Y(CAGR)

UUP

+3.26%

Winner

URTY

+6.63%

Max(CAGR)

UUP

+1.62%

Winner

URTY

+12.91%

UUP vs URTY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UUP	URTY
2026	+3.36%	+32.65%
2025	-5.77%	+9.04%
2024	+12.53%	+9.38%
2023	+2.52%	+26.63%
2022	+8.78%	-64.17%
2021	+5.65%	+34.00%
2020	-6.98%	-7.86%
2019	+3.32%	+69.16%
2018	+7.50%	-41.46%
2017	-9.92%	+37.13%
2016	+3.00%	+71.95%
2015	+5.99%	-19.62%
2014	+10.72%	+9.42%
2013	-1.33%	+127.08%
2012	-2.09%	+37.89%
2011	-1.54%	-40.72%
2010	-0.92%	+90.12%
2009	-7.38%	N/A
2008	+5.83%	N/A
2007	-4.30%	N/A

UUP vs URTY Drawdown Comparison

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

The maximum drawdown for URTY was -88.09%, occurring on Mar 23, 2020. Recovery took 612 trading sessions.

The current UUP drawdown is -2.91%. The current URTY drawdown is -43.70%.

Rank	UUP	URTY
#1	-22.18% Nov 20, 2008 - Jul 31, 2019	-88.09% Aug 31, 2018 - Feb 8, 2021
#2	-14.24% Mar 19, 2020 - Jun 13, 2022	-82.75% Nov 8, 2021 - Apr 8, 2025
#3	-11.16% Jun 14, 2007 - Oct 6, 2008	-70.32% Apr 29, 2011 - May 7, 2013
#4	-10.37% Sep 27, 2022 - Apr 10, 2024	-62.50% Jun 23, 2015 - Nov 25, 2016
#5	-10.05% Jan 13, 2025 - Jul 2, 2025	-53.59% Apr 23, 2010 - Dec 17, 2010
#6	-4.63% Feb 20, 2020 - Mar 13, 2020	-35.61% Mar 5, 2014 - Feb 17, 2015
#7	-4.25% Jun 26, 2024 - Oct 22, 2024	-29.94% Mar 15, 2021 - Nov 5, 2021
#8	-3.21% Mar 13, 2020 - Mar 19, 2020	-25.98% Jan 23, 2018 - May 21, 2018
#9	-3.13% Jul 14, 2022 - Aug 22, 2022	-21.04% Jan 22, 2014 - Feb 27, 2014
#10	-3.01% Oct 24, 2008 - Nov 12, 2008	-19.92% Feb 9, 2021 - Mar 11, 2021
#11	-2.78% Mar 9, 2007 - Jun 13, 2007	-18.56% Feb 18, 2011 - Mar 30, 2011
#12	-2.25% Sep 30, 2019 - Feb 6, 2020	-18.31% Jul 25, 2017 - Sep 25, 2017
#13	-1.74% Jun 14, 2022 - Jul 5, 2022	-14.33% Aug 5, 2013 - Sep 17, 2013
#14	-1.73% Sep 6, 2022 - Sep 21, 2022	-14.04% May 21, 2013 - Jul 5, 2013
#15	-1.69% Apr 30, 2024 - Jun 14, 2024	-13.87% Mar 1, 2017 - Apr 26, 2017

Correlation

Correlation between UUP and URTY is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (2007 - 2026)

UUP vs URTY dividend yield comparison.

Year	UUP	URTY
2026	0.00%	0.12%
2025	3.43%	1.02%
2024	4.48%	1.16%
2023	6.44%	0.55%
2022	0.89%	0.28%
2020	0.00%	0.00%
2019	2.03%	0.18%
2018	1.08%	0.28%
2017	0.10%	0.00%
2016	0.00%	0.03%
2012	0.00%	0.02%
2008	0.69%	0.00%
2007	0.84%	0.00%

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UUP vs URTY

UUP vs URTY - Performance Comparison

Key Characteristics

UUP vs URTY - Holdings Comparison

UUP vs URTY - Historical Returns

UUP vs URTY - Annual Returns (2007 - 2026)

UUP vs URTY Drawdown Comparison

Correlation

Dividend Comparison (2007 - 2026)

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