WisdomTree Bloomberg U.S. Dollar Bullish Fund

Frequently Asked Questions About USDU

What does USDU invest in?

This actively managed Exchange Traded Fund (ETF) aims to generate total returns that, before factoring in its operational fees and expenses, surpass the performance of its underlying benchmark index. This index is specifically constructed to capitalize on periods when the U.S. dollar appreciates in value against a range of global currencies. To achieve its desired currency exposure, encompassing both the U.S. dollar and the international currencies tracked by the index, the fund typically invests at least 80% of its capital in highly liquid assets such as money market instruments and other readily convertible securities. It's important to note that this fund follows a non-diversified investment strategy.

What is the expense ratio of USDU?

WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) charges an expense ratio of 0.50%. This is the annual fee deducted from fund assets to cover management and operations.

What is USDU's dividend yield?

USDU's trailing-twelve-month yield is 3.68%, calculated from the sum of dividends over the past year divided by the current price.

What is the duration of USDU?

Effective duration measures USDU's sensitivity to interest-rate changes — a duration of 6 means a 1% rate move shifts NAV by roughly 6% in the opposite direction. USDU's current duration is published on the fund's factsheet on the issuer's website.

What is the credit quality of USDU?

USDU's credit quality breakdown — the share of holdings rated AAA through CCC and below — is published on the fund's factsheet. Higher-quality (investment-grade) funds yield less but carry less default risk than high-yield / junk bond funds.

What is the yield to maturity of USDU?

Yield to maturity (YTM) is the total return you'd earn from USDU if every bond in the portfolio is held to maturity at the current price. USDU's YTM is published on the fund's factsheet on the issuer's website — it differs from the trailing-12-month yield because YTM reflects current bond prices rather than historical income paid.