USDU vs. RATE ETF Comparison
Comparison of WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) to Global X Interest Rate Hedge ETF (RATE)
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
USDU Description
The investment seeks to provide total returns, before fees and expenses, that exceed the performance of the Bloomberg Dollar Total Return Index. The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.
Grade (RS Rating)
Last Trade
$28.15
Average Daily Volume
188,129
1
RATE
Global X Interest Rate Hedge ETF
RATE Description
The fund is an actively managed exchange traded fund that seeks to achieve its investment objective primarily by investing in (1) long put options position(s) on exchange traded funds that primarily invest in U.S. Treasuries and/or long put options position(s) on U.S. Treasury futures, and/or (2) long interest rate payer swap options ("swaptions"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$19.15
Average Daily Volume
2,164
1
Performance
| Period | USDU | RATE |
|---|---|---|
| 30 Days | 2.33% | -2.21% |
| 60 Days | 6.24% | 9.45% |
| 90 Days | 6.52% | 6.50% |
| 12 Months | 10.26% | -8.79% |
0 Overlapping Holdings
| Symbol | Grade | Weight in USDU | Weight in RATE | Overlap |
|---|
USDU Overweight 1 Positions Relative to RATE
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | C | 100.0% |
USDU Underweight 1 Positions Relative to RATE
| Symbol | Grade | Weight | |
|---|---|---|---|
| CLIP | A | -82.29% |
USDU: Top Represented Industries & Keywords
RATE: Top Represented Industries & Keywords
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