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WisdomTree Bloomberg U.S. Dollar Bullish Fund

USDU
$
Today’s Change
()

Snapshot
*

Inception Date
Dec 18, 2013
Expense Ratio
0.5%
Type
US Currency
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$8,779,668
AUM
$253,612,299
Associated Index
Bloomberg Dollar Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

US Treasury Bill
11.47%
VEQB
Cosan Luxembourg S.A. - 7.50% BD REDEEM 27/06/2030 USD 200000 - 144A
11.41%
US Treasury Bill
11.24%
US Treasury Bill
8.37%
US Treasury Bill
7.54%
GSHD5626812
Gs Caltex Corp 5.375% 8/7/2028
5.05%
APC5565389
Western Midstream Operat 6.15% 4/1/2033
4.66%
VEQB
Cosan Luxembourg S.A. - 7.50% BD REDEEM 27/06/2030 USD 200000 - 144A
3.93%
VEQB
Cosan Luxembourg S.A. - 7.50% BD REDEEM 27/06/2030 USD 200000 - 144A
3.67%
APC5565389
Western Midstream Operat 6.15% 4/1/2033
2.81%

What is USDU?

The WisdomTree Bloomberg U.S. Dollar Bullish Fund seeks to provide total returns, before expenses, that exceed the performance of the Bloomberg Dollar Total Return Index.

1M
3M
6M
YTD
1Y
3Y
Max

USDU
Performance Measures**

for the time period Dec 18, 2013 to Dec 4, 2025

Returns

1M Trailing Return: -0.7%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 1.8%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -14.5%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 7.4%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.46

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.22

The annualized return divided by the max drawdown for the selected time period.

ETFs related toUSDU

ETFs correlated to USDU include UUP, EUO, EFZ

USDU
WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund
UUP
Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
EUO
ProShares Trust - ProShares UltraShort Euro -2X Shares
EFZ
ProShares Trust - ProShares Short MSCI EAFE -1X Shares
EPV
ProShares Trust - ProShares UltraShort FTSE Europe -2X Shares
JDST
Direxion Shares ETF Trust - Direxion Daily Junior Gold Miners Index Bear -2X Shares
GDXD
Bank of Montreal - MicroSectors Gold Miners -3X Inverse Leveraged ETNs
DUST
Direxion Shares ETF Trust - Direxion Daily Gold Miners Index Bear -2X Shares
GLL
ProShares Trust - ProShares UltraShort Gold -2x Shares
EDZ
Direxion Shares ETF Trust - Direxion Daily MSCI Emerging Markets Bear -3x Shares
ZSL
ProShares Trust - ProShares UltraShort Silver -2x Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toUSDU

Wooden ARKK Machine 2.2 + BB V3.0.4.2a Merged with MIM CONS and V1 New SOXL Baller

Category

Tactical asset allocation, leveraged ETFs, trend following, mean reversion, volatility hedging, sector rotation, crypto overlay, daily rebalancing

OOS Cumulative Return

488.64%

(C) Wooden ARKK Machine 2.2 + BB V3.0.4.2A Merged with CONS v1.0.0 RR and V1 New SOXL Baller (609/32%) 2022)

Category

OOS Cumulative Return

474.84%

Create your own algorithmic trading strategy with USDU using Composer

FAQ

USDU is a US Currency ETF. The WisdomTree Bloomberg U.S. Dollar Bullish Fund seeks to provide total returns, before expenses, that exceed the performance of the Bloomberg Dollar Total Return Index.

USDU tracks the Bloomberg Dollar Index.

No, USDU is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, USDU is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on USDU is 0.0204%. This is the percent change in the value of USDU over the most recent 1-month period. The 3-month return on USDU is 0.042%. This is the percent change in the value of USDU over the most recent 3-month period.

The standard deviation of USDU for the past year is 0.1041%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to USDU include FXC, CEW, and CYB.

ETFs correlated to USDU include UUP, EUO, and EFZ.

ETFs that are inversely correlated to USDU include UDN, FXE, and IBND.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.