BBTR.DE vs. TRD7.DE
BBTR.DE (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) and TRD7.DE (Invesco US Treasury Bond 3-7 Year UCITS ETF Dist) are both Government Bonds funds - BBTR.DE tracks the J.P. Morgan Government Bond US Index while TRD7.DE tracks the Bloomberg US 3-7 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, BBTR.DE returned 0.35%/yr vs 2.55%/yr for TRD7.DE. Their correlation of 0.83 suggests significant overlap in exposure. BBTR.DE charges 0.07%/yr vs 0.06%/yr for TRD7.DE.
Performance
BBTR.DE vs. TRD7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BBTR.DE achieves a 1.03% return, which is significantly higher than TRD7.DE's 0.62% return.
BBTR.DE
- 1D
- 0.12%
- 1M
- 0.84%
- YTD
- 1.03%
- 6M
- 0.24%
- 1Y
- 1.98%
- 3Y*
- -0.04%
- 5Y*
- 0.35%
- 10Y*
- —
TRD7.DE
- 1D
- 0.05%
- 1M
- 1.02%
- YTD
- 0.62%
- 6M
- -0.50%
- 1Y
- 1.03%
- 3Y*
- 2.16%
- 5Y*
- 2.55%
- 10Y*
- —
BBTR.DE vs. TRD7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 1.03% | -5.45% | 6.15% | 0.23% | -7.48% | 5.70% | -3.71% | 7.39% |
TRD7.DE Invesco US Treasury Bond 3-7 Year UCITS ETF Dist | 0.62% | -5.07% | 9.77% | 4.23% | -2.71% | 6.61% | -1.37% | 5.28% |
Correlation
The correlation between BBTR.DE and TRD7.DE is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 7, 2019 | 0.83 |
The correlation between BBTR.DE and TRD7.DE has been stable across timeframes, ranging from 0.83 to 0.93 - a consistent structural relationship.
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Return for Risk
BBTR.DE vs. TRD7.DE — Risk / Return Rank
BBTR.DE
TRD7.DE
BBTR.DE vs. TRD7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) and Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRD7.DE). 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.
| BBTR.DE | TRD7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.03 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.17 | +0.24 |
| Martin ratioReturn relative to average drawdown | 1.02 | 0.41 | +0.61 |
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
| BBTR.DE | TRD7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.13 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.33 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.34 | -0.29 |
Drawdowns
BBTR.DE vs. TRD7.DE - Drawdown Comparison
The maximum BBTR.DE drawdown since its inception was -17.63%, which is greater than TRD7.DE's maximum drawdown of -12.09%. Use the drawdown chart below to compare losses from any high point for BBTR.DE and TRD7.DE.
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Drawdown Indicators
| BBTR.DE | TRD7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.63% | -12.09% | -5.54% |
Max Drawdown (1Y)Largest decline over 1 year | -4.05% | -4.12% | +0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -11.14% | -10.16% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -10.30% | -2.90% |
Current DrawdownCurrent decline from peak | -13.35% | -6.97% | -6.38% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -5.17% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.65% | -0.02% |
Volatility
BBTR.DE vs. TRD7.DE - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) has a higher volatility of 0.94% compared to Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRD7.DE) at 0.76%. This indicates that BBTR.DE's price experiences larger fluctuations and is considered to be riskier than TRD7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBTR.DE | TRD7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 0.76% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 3.82% | 3.83% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.52% | 5.40% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 7.68% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 7.31% | +0.76% |
BBTR.DE vs. TRD7.DE - Expense Ratio Comparison
BBTR.DE has a 0.07% expense ratio, which is higher than TRD7.DE's 0.06% 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
BBTR.DE vs. TRD7.DE - Dividend Comparison
BBTR.DE has not paid dividends to shareholders, while TRD7.DE's dividend yield for the trailing twelve months is around 3.55%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBTR.DE 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% |
TRD7.DE Invesco US Treasury Bond 3-7 Year UCITS ETF Dist | 3.55% | 3.67% | 5.86% | 7.13% | 2.92% | 1.54% | 2.59% | 3.26% |
Frequently Asked Questions
BBTR.DE and TRD7.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TRD7.DE is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TRD7.DE is cheaper with a 0.06% expense ratio, compared with 0.07% for BBTR.DE.
BBTR.DE tracks J.P. Morgan Government Bond US Index, while TRD7.DE tracks Bloomberg US 3-7 Year Treasury Bond Index. They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.07% for BBTR.DE and 0.06% for TRD7.DE.
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