WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)
Description
The USDU ETF contains constituents. It is focused on holdings in the region.
Price $30.05 as of 2022-10-20Cost/Risk/Yield
| Dividend yield | |
| Expense ratio | 0.51% |
| Average spread | 0.266% |
| 1Y roundtrip cost | 0.776% |
Historic prices
Total Returns (including dividends)
Monthly returns heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.8% | -0.3% | 1.1% | 4.0% | -1.1% | 2.5% | 0.6% | 2.5% | 3.4% | 0.9% | 14.5% | ||
| 2021 | 1.3% | 0.0% | 1.4% | -1.5% | -1.5% | 1.8% | 0.2% | 0.5% | 1.4% | -0.3% | 1.7% | -1.0% | 4.1% |
| 2020 | 1.4% | 1.6% | 3.0% | -0.2% | -1.5% | -0.8% | -3.2% | -1.7% | 1.5% | -0.7% | -2.4% | -2.4% | -5.4% |
| 2019 | -1.0% | 1.2% | 0.8% | 0.4% | 0.8% | -1.4% | 1.9% | 1.3% | 0.1% | -1.7% | 1.1% | -1.9% | 1.6% |
| 2018 | -3.4% | 1.7% | -0.7% | 1.6% | 2.8% | 0.8% | -0.7% | 1.4% | 0.0% | 2.9% | 0.0% | -0.9% | 5.4% |
| 2017 | -2.2% | 0.4% | -1.3% | -0.5% | -1.5% | -1.2% | -2.6% | 0.0% | 0.9% | 1.9% | -1.6% | -0.0% | -7.6% |
| 2016 | 1.8% | -2.0% | -3.8% | -2.1% | 3.8% | -1.5% | -0.3% | 0.6% | -0.5% | 2.3% | 3.8% | 0.6% | 2.5% |
| 2015 | 2.7% | 0.5% | 2.2% | -2.9% | 2.3% | -1.1% | 2.3% | -0.2% | 0.7% | -0.6% | 2.3% | -0.7% | 7.5% |
| 2014 | 1.0% | -1.5% | -0.0% | -0.9% | -0.1% | -0.5% | 1.6% | 0.4% | 4.0% | 0.9% | 2.2% | 2.2% | 9.3% |
| 2.4% | 1.6% | 2.6% | -2.1% | 4.0% | -1.2% | -0.1% | 4.9% | 11.5% | 5.4% | 7.2% | -4.2% |
Historical Dividends
Monthly dividend heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.17 | 0.17 | |||||||||||
| 2019 | 0.82 | 0.82 | |||||||||||
| 2018 | 0.24 | 0.24 | |||||||||||
| 2015 | 1.77 | 1.77 | |||||||||||
| 2014 | 0.43 | 0.43 | |||||||||||
| 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.43 |
Sectors and Top Holdings
| Security | % Assets |
|---|---|
| Top 0 Weights | 0.00% |
Compare with similar ETFs
| USDU | FAPR | FLSP | HIBS | MAYZ | XVOL | |
|---|---|---|---|---|---|---|
| Product name | WisdomTree Bloomberg U.S. Dollar Bullish Fund | FT Cboe Vest U.S. Equity Buffer ETF – April | Franklin Liberty Systematic Style Premia ETF | Direxion Daily S&P 500 High Beta Bear 3X Shares | TrueShares Structured Outcome (May) ETF | Acruence Active Hedge U.S. Equity ETF |
| Issuer | WisdomTree | FT Cboe Vest | Franklin | Direxion | TrueShares | Acruence |
| Price | $30.05 | $28.48 | $21.8209 | $10.9794 | $22.316 | $17.148 |
| Expense Ratio | 0.51% |  0.85% | 0.65% | 1.03% | 0.79% | 0.83% |
| Average Spread | 0.266% | 0.246% | 0.504% | 0.182% | 0.448% | 0.408% |
| AUM | $171,050,000 | $125,241,000 | $58,764,800 | $28,737,200 | $0 | $73,247,600 |
| Shares | 5,692,189 | 4,397,516 | 2,693,050 | 2,617,371 | 0 | 4,271,493 |
| Average Daily Volume | 343,897 | 28,143 | 6,478 | 2,364,701 | 623 | 1,013 |
| Home page | Visit external site | Visit external site | Visit external site | Visit external site | Visit external site | Visit external site |
| Inception Date | 2013-12-18 | 2021-04-16 | 2019-12-18 | 2019-11-07 | 2021-05-03 | 2021-04-22 |
| Index Tracked | No Underlying Index | No Underlying Index | No Underlying Index | S&P 500 High Beta Index | No Underlying Index | No Underlying Index |
| Category | Currency | n/a | Long-Short | Leveraged Equities | n/a | n/a |
| Asset Class | Currency | Equity | Alternatives | Equity | Equity | Equity |
| Asset Class Size | Large Caps | |||||
| Value or Growth | Blend | Blend | ||||
| Region | North America | North America | North America | |||
| Countries | U.S. | U.S. | Broad | U.S. | U.S. | |
| Annual Dividend Rate | $0 | $0 | $0.02 | $0 | $0.513 | $0.066 |
| Annual Dividend Yield | 0.000% | 0.000% | 0.001% | 0.000% | 0.023% | 0.004% |
| Number of Holdings | 0 | 0 | 0 | 500 | ||
| YTD Return | 15.31% | -12.68% | 0.88% | 32.92% | -17.44% | -23.45% |
| Beta | -0.05 | 0.62 | -0.34 | -3.43 | 0.68 | 0.91 |
| Upside Beta | -0.09 | -0.09 | -0.27 | -2.31 | -0.22 | -0.26 |
| Downside Beta | 0.05 | -0.40 | -0.11 | -1.82 | -0.54 | -0.67 |
| Volatility 1Y | 7.36% | 15.19% | 13.45% | 103.84% | 15.92% | 21.54% |
| Sharpe Ratio 3Y | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Treynor Ratio 3Y | -0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |