BBRT.L vs. UB74.L
BBRT.L (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) and UB74.L (UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - BBRT.L tracks the J.P. Morgan Government Bond US Index while UB74.L tracks the Bloomberg US 1-3 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, BBRT.L returned 0.50%/yr vs 2.86%/yr for UB74.L. Their correlation of 0.86 suggests significant overlap in exposure. BBRT.L charges 0.07%/yr vs 0.05%/yr for UB74.L.
Performance
BBRT.L vs. UB74.L - Performance Comparison
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Different Trading Currencies
BBRT.L is traded in GBP, while UB74.L is traded in GBp. To make them comparable, the UB74.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBRT.L achieves a -0.18% return, which is significantly lower than UB74.L's 0.66% return.
BBRT.L
- 1D
- 0.22%
- 1M
- 1.14%
- YTD
- -0.18%
- 6M
- -0.65%
- 1Y
- 4.56%
- 3Y*
- 0.09%
- 5Y*
- 0.50%
- 10Y*
- —
UB74.L
- 1D
- 0.12%
- 1M
- 1.13%
- YTD
- 0.66%
- 6M
- 0.25%
- 1Y
- 4.37%
- 3Y*
- 1.43%
- 5Y*
- 2.86%
- 10Y*
- 2.42%
BBRT.L vs. UB74.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | -0.18% | -0.87% | 2.21% | -1.99% | -2.50% | -1.20% | 4.45% | 3.80% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 0.66% | -2.06% | 5.76% | -1.65% | 7.62% | 0.57% | -0.46% | 1.12% |
Correlation
The correlation between BBRT.L and UB74.L is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since May 8, 2019 | 0.86 |
The correlation between BBRT.L and UB74.L has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
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Return for Risk
BBRT.L vs. UB74.L — Risk / Return Rank
BBRT.L
UB74.L
BBRT.L vs. UB74.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) and UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BBRT.L | UB74.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.12 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.94 | -0.07 |
| Martin ratioReturn relative to average drawdown | 2.05 | 2.39 | -0.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBRT.L | UB74.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.71 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.35 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.27 | -0.22 |
Drawdowns
BBRT.L vs. UB74.L - Drawdown Comparison
The maximum BBRT.L drawdown since its inception was -24.57%, which is greater than UB74.L's maximum drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for BBRT.L and UB74.L.
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Drawdown Indicators
| BBRT.L | UB74.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -18.81% | -5.76% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -4.61% | -0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -8.23% | -8.93% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -16.20% | -16.33% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.81% | — |
Current DrawdownCurrent decline from peak | -19.97% | -7.81% | -12.16% |
Average DrawdownAverage peak-to-trough decline | -16.82% | -8.27% | -8.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.82% | +0.39% |
Volatility
BBRT.L vs. UB74.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) is 1.49%, while UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.L) has a volatility of 1.70%. This indicates that BBRT.L experiences smaller price fluctuations and is considered to be less risky than UB74.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRT.L | UB74.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.70% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 4.49% | 4.49% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.10% | 6.14% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.83% | 8.08% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.57% | 9.27% | +0.30% |
BBRT.L vs. UB74.L - Expense Ratio Comparison
BBRT.L has a 0.07% expense ratio, which is higher than UB74.L's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBRT.L vs. UB74.L - Dividend Comparison
BBRT.L has not paid dividends to shareholders, while UB74.L's dividend yield for the trailing twelve months is around 3.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 3.69% | 4.94% | 3.67% | 2.23% | 0.41% | 0.36% | 1.68% | 2.28% | 1.10% | 0.65% | 0.62% | 0.41% |
Frequently Asked Questions
BBRT.L and UB74.L have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UB74.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB74.L is cheaper with a 0.05% expense ratio, compared with 0.07% for BBRT.L.
BBRT.L tracks J.P. Morgan Government Bond US Index, while UB74.L tracks Bloomberg US 1-3 Year Treasury Bond Index. They also come from different issuers: JPMorgan and UBS. Their fees differ too: 0.07% for BBRT.L and 0.05% for UB74.L.
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