UDN vs VTV

AUDN

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · UDN $9,939

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%UDN · $300 on $10k

Smallest drop−5.6%UDN · worst fall in 1Y

Held in common0.0%UDN and VTV

UDN

VTV

Invesco DB US Dollar Index Bearish Fund · $93MVanguard Morningstar Value ETF · $184B

+3.5%3 years · per year$11,085 · $17,700+21.0%

−0.1%5 years · per year$9,939 · $17,865+12.3%

0.77%Expense ratio$77 · $3 on $10k · lower wins0.03%

3.00%12-mo yield$300 · $183 on $10k1.83%

−5.6%Worst dropSmaller wins−6.4%

5.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUDN · VTV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AUDN	Invesco DB US Dollar Index Bearish FundRead Desk		0.77%	3.00%	+0.6%	−2.0%	−0.2%	+3.5%	−0.1%	−5.6%	$93M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UDN vs VTV

UDN

Invesco DB US Dollar Index Bearish Fund

$9,939

VTV

Vanguard Morningstar Value

$17,865

MeasureUDNVTV

Fee0.77%0.03%

Cost on $10k a year$77$3

Yield3.00%1.83%

5 years, per year−0.1%+12.3%

3 years, per year+3.5%+21.0%

Worst drop · 1Y−5.6%−6.4%

Volatility · 1Y5.6%10.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: UDN, VTV

Today

0.0%most shared, UDN and VTV

UDNVTV

UDN—0.0%

VTV0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$223most kept, UDN

UDN$300 − $77 = $223

VTV$183 − $3 = $180

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee