What is USDU?
USDU was created on 2013-12-18 by WisdomTree. The fund's investment portfolio concentrates primarily on long usd", short global basket currency. USDU is an actively managed ETF that goes long the US dollar against a basket of global currencies from developed as well as emerging markets.
What is FMF?
FMF was created on 2013-08-01 by First Trust. The fund's investment portfolio concentrates primarily on global macro alternatives. FMF seeks positive returns uncorrelated with major asset classes. The actively managed fund uses futures in commodity (50%)", currency (25%) and equity (25%) indexes.
Key Details
Dec 18, 2013
Aug 01, 2013
Currency
Alternatives
Long USD, Short Global Basket
Global Macro
Holdings
WisdomTree Bloomberg U.S. Dollar Bullish Fund - USDU is made up of 1 holdings. Traded Fund V. First Trust Managed Futures Strategy Fund - FMF is made up of 8 holdings.
Name | Weight |
|---|---|
U USFRNT WisdomTree Trust - WisdomTree Floating Rate Treasury Fund | 100% |
Name | Weight |
|---|---|
7 7007607NT United States Treasury Notes 0.75% | 19.31% |
7 7381429NT United States Treasury Bills 0% | 16.05% |
7 7007375NT United States Treasury Notes 0.375% | 13.18% |
7 7007308NT United States Treasury Notes 0.25% | 7.57% |
7 7007236NT United States Treasury Notes 0.25% | 7.01% |
| - | 6.33% |
7 7007826NT United States Treasury Notes 0.875% | 4.33% |
7 7381418NT United States Treasury Bills 0% | 1.28% |
Stock Correlation
The stocks that are correlated to USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund are NOG, VNOM, FCNCA, WTTR, FANG
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| 19.12% | $2.57B | -36.29% | 6.90% | |
V VNOMViper Energy, Inc. | 18.81% | $5.46B | +9.34% | 5.47% |
| 18.70% | $22.09B | +3.37% | 0.47% | |
| 17.97% | $987.41M | +2.14% | 2.87% | |
| 17.71% | $40.89B | -29.35% | 3.92% | |
C CHRDChord Energy Corp. | 17.42% | $5.92B | -45.16% | 8.91% |
| 17.21% | $23.33B | +21.97% | 0.40% | |
| 16.75% | $2.90B | -51.33% | 3.29% | |
| 16.14% | $7.18B | +5.63% | 0.00% | |
| 15.73% | $798.69M | -60.64% | 8.34% | |
| 15.64% | $40.57B | +29.01% | 1.84% | |
| 15.22% | $62.82B | +15.42% | 1.54% | |
A APAAPA Corp. | 15.20% | $6.46B | -49.93% | 6.20% |
| 15.11% | $7.18B | +1.50% | 3.51% | |
| 14.88% | $5.58B | -35.57% | 2.33% | |
| 14.76% | $860.23M | -69.90% | 0.00% | |
C COPConocoPhillips | 14.72% | $121.07B | -27.70% | 3.43% |
| 14.58% | $214.42B | +15.86% | 2.48% | |
| 14.48% | $646.87M | -26.06% | 0.00% | |
| 14.21% | $18.10B | +13.04% | 2.31% | |
The stocks that are correlated to FMF - Traded Fund V. First Trust Managed Futures Strategy Fund are ICHR, ROK, IR, DDOG, MKSI
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ICHRIchor Holdings Ltd. | 31.53% | $606.96M | -52.78% | 0.00% |
| 31.26% | $27.04B | -13.45% | 2.21% | |
| 31.25% | $29.63B | -20.35% | 0.11% | |
D DDOGDatadog, Inc. | 31.22% | $32.38B | -21.74% | 0.00% |
| 31.21% | $4.33B | -49.91% | 1.49% | |
| 30.40% | $844.43M | -58.49% | 0.00% | |
B BKEThe Buckle, Inc. | 30.16% | $1.77B | -3.76% | 4.12% |
C CLSKCleanSpark, Inc. | 30.12% | $2.08B | -53.37% | 0.00% |
A APHAmphenol Corp. | 29.13% | $75.93B | +8.88% | 1.01% |
M MARAMARA Holdings, Inc. | 29.03% | $3.88B | -39.20% | 0.00% |
I IRENIREN Ltd. | 28.90% | $1.35B | +4.86% | 0.00% |
C CHGGChegg, Inc. | 28.59% | $59.51M | -91.98% | 0.00% |
S SYNASynaptics, Inc. | 28.42% | $2.04B | -43.78% | 0.00% |
| 28.41% | $4.98B | -24.28% | 0.00% | |
C CAMTCamtek Ltd. | 28.26% | $2.40B | -32.21% | 0.00% |
| 28.15% | $3.23B | -3.26% | 0.00% | |
F FRSHFreshworks, Inc. | 28.01% | $3.95B | -27.26% | 0.00% |
| 27.95% | $19.16B | -25.84% | 5.85% | |
R RMBSRambus, Inc. | 27.93% | $4.96B | -21.69% | 0.00% |
| 27.65% | $110.09B | -33.37% | 1.24% | |
ETF Correlation
The ETFs that are correlated to USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund are UUP, KMLM, DBMF, CTA, JBBB
The ETFs that are correlated to FMF - Traded Fund V. First Trust Managed Futures Strategy Fund are KMLM, WTMF, DBMF, EFAA, QAI
Holding Overlap
USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund and FMF - Traded Fund V. First Trust Managed Futures Strategy Fund have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in USDU | Weight in FMF |
|---|---|---|
News
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Simplify Managed Futures Strategy ETF (CTA) offers strong returns, diversification, and active trend-spotting. Read more on the ETF here.
FMFSeekingAlpha
KMLM employs a trend-following, volatility-weighted futures strategy aiming for positive returns in all market conditions. Find why the Fund is a Buy.
FMFYahoo
WHEATON, Ill., December 16, 2024--First Trust Advisors L.P. ("FTA") announces the declaration of distributions for 3 exchange-traded fund(s) (each a "Fund," collectively, the "Funds") advised by FTA.
FMFDisclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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