Compare · 2 funds side by side · dividends reinvested

UDN and IWF

UDNInvesco×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

UDN and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%2.99%−1.7%+0.2%+3.6%−0.1%−5.6%5.6%$96M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: UDN 2007 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB US Dollar Index Bearish Fund · $96M$9,889

UDN

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UDNMeasureIWF

−1.7%Year to dateJan 1 → Nov 5−0.1%

+0.2%1 yearTotal return−3.0%

+3.6%3 years · per year$10,000 became $11,109 · $18,310+22.3%

−0.1%5 years · per year$10,000 became $9,967 · $16,559+10.6%

0.77%Expense ratio$77 · $18 a year on $10k · lower is better0.18%

2.99%Trailing 12-mo yield$299 · $37 a year on $10k0.37%

−5.6%Worst dropSmaller is better−15.6%

5.6%VolatilityLower is calmer18.3%

UDNIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UDN vs IWF: Top 5 Holdings

Today

UDN

94.6%in top 5

IWF

in top 539.6%

UDNStockIWF

94.6%AGPXXnot top 5

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

UDN vs IWF Returns, Every Period

InvescoUDN

−0.1%

5 years, per year

IWFiShares

+10.6%

5 years, per year

UDNIWFFaded: behind in that period

1–3IWF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

UDN vs IWF

YTD

InvescoUDN

−1.7%

IWFiShares

−0.1%

−1.7%Year to date−0.1%

−5.6%Worst drop · 1Y−15.6%

5.6%Volatility · 1Y18.3%

3.0%Yield0.4%

$95.5MAssets$121B

3–1UDN wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UDN, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

UDN0.77%$77

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: UDN, IWF

2.99%highest, UDN

FundTrailing yieldYield$10k

UDN2.99%$299

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: UDN, IWF

Today

0.0%most shared, UDN and IWF

UDNIWF

UDN—0.0%

IWF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.2%UDN, at 5.6% volatility

UDNWorst drop−5.6%5.6% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

UDNIWF

−1.7%Year to date−0.1%

3.0%Yield0.4%

+0.2%Past year−3.0%

0.77%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026