Compare · 2 funds side by side · dividends reinvested

UDN and VUG

UDNInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

UDN and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%2.99%−1.9%+0.4%+3.6%−0.2%−5.6%5.5%$96M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.5

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

UDN

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

UDNMeasureVUG

−1.9%Year to dateJan 1 → Nov 5+0.5%

+0.4%1 yearTotal return−0.6%

+3.6%3 years · per year$10,000 became $11,133 · $18,532+22.8%

−0.2%5 years · per year$10,000 became $9,889 · $16,052+9.9%

0.77%Expense ratio$77 · $3 a year on $10k · lower is better0.03%

2.99%Trailing 12-mo yield$299 · $43 a year on $10k0.43%

−5.6%Worst dropSmaller is better−15.1%

5.5%VolatilityLower is calmer19.0%

UDNVUG 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 VUG: Top 5 Holdings

Today

UDN

94.6%in top 5

VUG

in top 545.2%

UDNStockVUG

94.6%AGPXXnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common0.0%

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

UDN vs VUG Returns, Every Period

InvescoUDN

−0.2%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

UDNVUGFaded: behind in that period

1–3VUG wins

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

UDN vs VUG

YTD

InvescoUDN

−1.9%

VUGVanguard

+0.5%

−1.9%Year to date+0.5%

−5.6%Worst drop · 1Y−15.1%

5.5%Volatility · 1Y19.0%

3.0%Yield0.4%

$95.5MAssets$233B

3–1UDN wins

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

Cost, Income and Risk

Fees: UDN, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

UDN0.77%$77

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

Yields: UDN, VUG

2.99%highest, UDN

FundTrailing yieldYield$10k

UDN2.99%$299

VUG0.43%$43

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

Income After Fees on $10,000

$222most kept, UDN

UDN$299 − $77 = $222

VUG$43 − $3 = $40

KeptFee

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

Overlap: UDN, VUG

Today

0.0%most shared, UDN and VUG

UDNVUG

UDN—0.0%

VUG0.0%—

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

Return vs Bumpiness: 2 ETFs

+0.4%UDN, at 5.5% volatility

UDNWorst drop−5.6%5.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

UDNVUG

−1.9%Year to date+0.5%

3.0%Yield0.4%

+0.4%Past year−0.6%

0.77%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026