USDU vs. BTRN ETF Comparison

Comparison of WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) to Global X Bitcoin Trend Strategy ETF (BTRN)

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

$28.09

Average Daily Volume

182,308

Number of Holdings ^*

* may have additional holdings in another (foreign) market

BTRN

Global X Bitcoin Trend Strategy ETF

BTRN Description

BTRN tracks an index that seeks to provide long-only exposure to US exchange-traded bitcoin futures contracts or a short-term US Treasury position. The index dynamically allocates between these two positions based on the value of a proprietary bitcoin trend indicator. The indicator aims to detect the presence, direction, and strength of the price trend of bitcoin. A combination of four exponential moving average calculations are considered in order to compute a single value of the average price of bitcoin over explicit periods. Based on this value, the index increases its allocation to bitcoin futures (up to 100%) when the value indicated is higher, and decreases (until 0%) when the value is lower. Any funds assets not allocated to the bitcoin futures position are subsequently allocated to the US Treasurys position, up to 100%. The fund seeks to gain exposure to BTC futures through investments in a Cayman Islands subsidiary.

Grade (RS Rating)

Last Trade

$36.16

Average Daily Volume

297

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USDU	BTRN
30 Days	2.67%	43.32%
60 Days	6.04%	50.73%
90 Days	6.77%	53.74%
12 Months	9.82%

0 Overlapping Holdings

	Symbol	Grade	Weight in USDU	Weight in BTRN	Overlap

USDU Overweight 1 Positions Relative to BTRN

	Symbol	Grade	Weight
	USFR	A	100.0%

USDU Underweight 1 Positions Relative to BTRN

	Symbol	Grade	Weight
	CLIP	A	-62.74%

USDU: Top Represented Industries & Keywords

Industries:

Keywords: Bond Collateralized Debt Obligation ETF Exchange Traded Fund Mortgage Backed Security U.S. Treasury

BTRN: Top Represented Industries & Keywords

Industries:

Keywords: Exchange Traded Fund Mortgage Backed Security Securitization U.S. Treasury Wagering