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USDX
-0.10 · -0.41%
$25.63 · NASDAQ

SGI Enhanced Core ETF (USDX) ETF Analysis | Intermediate Core Bond

Summit Global Investments · USA
AUM:$331.3M
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.98% — above average for this category.

What is USDX?

The fund is an actively-managed exchange-traded fund ("ETF") and seeks to achieve its objective by (1) investing in a diversified portfolio of higher-yielding high quality short-term money market instruments and/or money market mutual funds and (2) investing in ultra-short-term options strategies that seek to generate current income.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
USDX returned 6.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.98% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 45.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$331.3M
Expense Ratio0.98%
Dividend Yield4.13%
Holdings3
Inception DateFeb 2024
Domicile–
Distribution–
Index–
ProviderSummit Global Investments
Beta–
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

How would USDX affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.2%
1Y
+3.5%
3Y
+14.3%
5Y
+14.3%
OpenBook InsightIf you had invested £10,000 in USDX 5 years ago, it would have grown to £11,428 — a gain of £1,428.

Annual Returns

Calendar year performance

USDX delivered positive returns in 3 of the last 3 calendar years.
YearUSDX
2026 YTD+0.8%
2025+6.1%
2024+6.9%
CAGR 2yr+6.5%
3/3 positive yearsAvg return: +4.6%Worst year: +0.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.3%
Low
Momentum
+0.4%
30-day change
Support Level
25.47
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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