WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)
- Expense ratio0.52%
- Net assets$330.2M
- Dividend yield3.66%
- 1-year return+5.26%
- Duration0.13 yrs
USDU ETF price chart
USDU quote & trading statistics
USDU performance
Annual returns & drawdowns →- YTD+4.69%
- 1 year+5.26%
- 3 years+3.95%/yr
- 5 years+5.77%/yr
- 10 years+2.91%/yr
- 1Y volatility
- 5.16%
- 3Y volatility
- 5.93%
- 3Y Sharpe ratio
- -0.06
Returns include reinvested distributions; 3-, 5- and 10-year figures are annualized.
USDU bond portfolio
Rate scenarios & peers →- Yield to maturity
- 3.49%
- Effective duration
- 0.13 yrs
- Average maturity
- 0.1 yrs
A one-percentage-point rise in interest rates would lower the price by about 0.1%.
About WisdomTree Bloomberg U.S. Dollar Bullish Fund
The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.
USDU ETF FAQ
What is the USDU expense ratio?
WisdomTree Bloomberg U.S. Dollar Bullish Fund has a net expense ratio of 0.52%, or $52.00 a year for every $10,000 invested.
How much money is in USDU?
WisdomTree Bloomberg U.S. Dollar Bullish Fund has about $330.2M in net assets.
How has USDU performed?
USDU returned +5.26% over the past year and +5.77% a year over the past five years, including reinvested distributions.
Does USDU pay dividends?
USDU has a dividend yield of 3.66% and pays distributions annual.
When was USDU launched?
WisdomTree Bloomberg U.S. Dollar Bullish Fund began trading on December 18, 2013.