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Launched · SEC filings

WisdomTree Bloomberg U.S. Dollar Bullish Fund

USDUNYSE ArcaWisdomTreeC

$27.13−0.08 (−0.29%)

At close: Nov 2, 2026, 4:00 PM ET

C50/ 100

Rank 6 of 9 in Single Currency

C50/100Rank 6 of 9inSingle Currency
Intraday session: down, 79 prints from 27.21 to 27.13. Range 27.07 to 27.14. Use the arrow keys to read each point.27.0727.1027.1527.1810 AM12 PM2 PM4 PM
Expense ratio
0.51%
Fund size
$331M
1Y total return
+4.8%
Yield · Last 12 months
3.63%
Holdings
3
Avg volume · 30D
381K sh
52W range
low $25.14high $27.29
Launched
Filings
SEC EDGAR

The ETF.net USDU Grade

Based on 5 of 6 pillars

C

Score 50 out of 100

Category
Single Currency⁠
Rank
6 of 9
Six-pillar profile for USDU. Scores out of 100: Cost 30, Risk 69, Mission not scored, Tradability 72, Holdings 100, Durability 57. Strongest: Holdings (100). Weakest: Cost (30). Based on 5 of 6 pillars.

Score 50 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    D30 out of 100
    Rank 7 of 9

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    B69 out of 100
    Rank 1 of 9

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    A72 out of 100
    Rank 2 of 9

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    A100 out of 100
    Rank 1 of 3

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    B57 out of 100
    Rank 5 of 9

Our read on USDU

ETF.net Research

In short

CBetting on the buck, but broadly: USDU is actively managed against a dollar basket spanning developed and emerging-market currencies, weighted by market liquidity and trade flows with the US, with short-term Treasuries as collateral.

Stated mandate

The Fund seeks total returns before fees and expenses that exceed the Bloomberg Dollar Total Return Index and provides broad exposure to the U.S. dollar against a basket of foreign currencies.

Why people hold it

  • The basket reaches past the usual majors into emerging-market currencies, picked for liquidity and their countries' trade flows with the US, and reweighted once a year.sec.govbbhub.io
  • Dollar exposure is built with short-dated currency forwards; the portfolio itself holds Treasury bills, money market instruments and cash equivalents.sec.gov
  • The benchmark also reflects money market rate differences between the US and the countries behind the foreign currencies, not just spot moves.sec.gov
  • Trading since December 2013 and built as a registered 1940 Act fund, with currency weights actively set rather than locked to the index.sec.gov

Worth knowing

  • At 0.51% with no fee waiver, it sits above the currency-fund median and above single-currency trusts like FXE and FXY at 0.40% (also unwaived).
  • Active means no index to hold it to: weights are the manager's call, so results can diverge from the Bloomberg Dollar Total Return Index in either direction.sec.gov
  • Moderately traded rather than a volume monster, so spreads and order type matter more here, and income goes out annually or semiannually, not monthly.

USDU Performance

Launched Dec 18, 2013

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

USDU$10,477
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. USDU $10,477. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for USDU. Periods over one year show the average yearly return.
PeriodUSDU
Year to date+5.5%
1 month+0.9%
3 months+2.7%
1 year+4.8%
3 yearsper year+4.0%
5 yearsper year+5.5%
10 yearsper year+2.8%

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for USDU
YearReturn barUSDU
2026 YTD+5.5%
2025−3.1%
2024+14.5%
2023+3.1%
2022+7.7%

USDU in the news

USDU Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
3.63%Last 12 months
Payout per share
$0.99Last 12 months
Last payment
$0.99 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Annual

Distribution history

2017–2026

One bar per payment. 8 payments from 2017 to 2026 YTD. Dec 24, 2018 $0.24; Dec 23, 2019 $0.82; Dec 21, 2020 $0.17; Dec 7, 2022 $1.76; Dec 23, 2022 $0.28; Dec 22, 2023 $1.76; Dec 26, 2024 $1.10; Dec 26, 2025 $0.99. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Dec 26, 2025Dec 30, 2025$0.99
Dec 26, 2024Dec 30, 2024$1.10
Dec 22, 2023Dec 29, 2023$1.76
Dec 23, 2022Dec 29, 2022$0.28
Dec 7, 2022Dec 12, 2022$1.76
Dec 21, 2020Dec 24, 2020$0.17
Dec 23, 2019Dec 27, 2019$0.82
Dec 24, 2018Dec 28, 2018$0.24
Dec 21, 2015No data$1.77
Dec 19, 2014No data$0.43

— Pay date not on file.

$10,000 in USDU 10 years ago paid $2,684 in dividends.

USDU Risk

Risk pillarB69 out of 100Rank 1 of 9 in Single Currency
How much the fund’s monthly returns vary, scaled to a year.
6.3%
Annualised · 36 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
−0.06
vs 3-month T-bills · to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−9.3%
Trough Feb 2023
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
−5.45
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

USDU Cost

Compare USDU and FXY

Overpaying vs FXY, tied cheapest in Single Currency

$2,075

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • USDU 0.51%

    $10,165

  • FXY 0.40% Tied cheapest

    $8,090

$10,000
30 years

Cost over time

  • USDU 0.51%
  • FXY 0.40%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2.5K$5K$7.5K$10K$12.5K051015202530USDU $10,165FXY $8,090

Year by year

YearUSDUFXYOverpaying
10$918$723$195
20$3,527$2,793$734
30$10,165$8,090$2,075

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