USDU vs VOO
WisdomTree Bloomberg US Dollar Bullish Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | USDU | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.51% | 0.03% | |
| AUM | $280M | $997.4B | |
| Dividend Yield | 3.73% | 1.08% | |
| Holdings | 123 | 509 | |
| YTD Return | +1.94% | +12.87% | |
| 1Y Return | +3.65% | +21.15% | |
| 3Y Return (annualized) | +3.98% | +20.93% | |
| 5Y Return (annualized) | +5.06% | +12.76% | |
| Volatility (annualized) | 6.2% | 14.1% | |
| Max Drawdown | -14.5% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 18, 2013 | Sep 7, 2010 |
USDU vs VOO Performance
WisdomTree Bloomberg US Dollar Bullish Fund (USDU) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year USDU returned +3.65% while VOO returned +21.15%. Year to date, USDU is up 1.94% versus a gain of 12.87% for VOO.
Over three years, USDU compounded at +3.98% per year against +20.93% for VOO; over five years the annualized figures are +5.06% and +12.76% respectively. Across the full 13-year window we track, VOO has the edge at +13.46% annualized vs +3.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 6.2% for USDU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.5% for USDU and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at -0.42. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
USDU charges 0.51% per year while VOO charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, USDU currently yields 3.73% against 1.08% for VOO.
Holdings Overlap
USDU and VOO share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, USDU or VOO?
USDU has an expense ratio of 0.51% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
Which performed better, USDU or VOO?
Over the past year USDU returned +3.65% vs +21.15% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (13 years), USDU annualized +3.14% vs +13.46% for VOO. Past performance does not guarantee future results.
Which is riskier, USDU or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 6.2% for USDU. Worst drawdown: USDU -14.5% vs VOO -34.3%.
Should I hold both USDU and VOO?
USDU and VOO have a monthly-return correlation of -0.42, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between USDU and VOO?
USDU and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, USDU or VOO?
USDU yields 3.73% while VOO yields 1.08%, so USDU currently pays the higher dividend yield.
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