(USDU) Bloomberg U.S. Dollar - Overview
Etf: Currency, ETF, Dollar, Index, Liquidity
Dividends
| Dividend Yield | 3.85% |
| Yield on Cost 5y | 4.86% |
| Yield CAGR 5y | -21.43% |
| Payout Consistency | 50.5% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 6.66% |
| Relative Tail Risk | 0.86% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -1.10 |
| Alpha | -7.58 |
| Character TTM | |
|---|---|
| Beta | 0.023 |
| Beta Downside | 0.138 |
| Drawdowns 3y | |
|---|---|
| Max DD | 7.73% |
| CAGR/Max DD | 0.58 |
Description: USDU Bloomberg U.S. Dollar January 17, 2026
The WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is an actively managed, non-diversified ETF that targets total returns-before fees-that beat its benchmark, an index designed to profit when the U.S. dollar strengthens against a basket of foreign currencies. To achieve this, the manager typically allocates at least 80 % of assets to money-market and other highly liquid securities, thereby keeping exposure tightly linked to short-term currency movements.
Key market drivers that can materially affect USDU’s performance include (1) the U.S. Dollar Index (USDX) level, which has hovered around 102 points as of early 2024, (2) the interest-rate differential between U.S. Treasury yields (≈ 4.8 % for the 2-year note) and comparable sovereign rates abroad, and (3) macro-economic releases such as U.S. CPI and Fed policy minutes, which together shape expectations for further dollar appreciation. Because the fund is non-diversified, concentration risk is higher than in broad-based ETFs, and its reliance on short-duration money-market holdings makes it sensitive to shifts in liquidity conditions.
If you want a data-rich, quantitative deep-dive on USDU’s risk-adjusted returns and scenario analysis, consider checking out ValueRay’s analytics platform for additional insights.
What is the price of USDU shares?
Over the past week, the price has changed by +0.47%, over one month by -0.70%, over three months by -1.24% and over the past year by -3.28%.
Is USDU a buy, sell or hold?
What are the forecasts/targets for the USDU price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 27.3 | 6.4% |
USDU Fundamental Data Overview February 04, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 199.8m USD (199.8m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 199.8m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 199.8m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.0% (E(199.8m)/V(199.8m) * Re(6.0%) + (debt-free company))
Discount Rate = 6.0% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)