BBTR.DE vs. UEFI.DE
BBTR.DE (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) and UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - BBTR.DE tracks the J.P. Morgan Government Bond US Index while UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, BBTR.DE returned 0.35%/yr vs -0.43%/yr for UEFI.DE. Their correlation of 0.87 suggests significant overlap in exposure. BBTR.DE charges 0.07%/yr vs 0.05%/yr for UEFI.DE.
Performance
BBTR.DE vs. UEFI.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with BBTR.DE having a 1.03% return and UEFI.DE slightly lower at 1.01%.
BBTR.DE
- 1D
- 0.12%
- 1M
- 0.84%
- YTD
- 1.03%
- 6M
- 0.24%
- 1Y
- 1.98%
- 3Y*
- -0.04%
- 5Y*
- 0.35%
- 10Y*
- —
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.90%
- YTD
- 1.01%
- 6M
- 0.27%
- 1Y
- 1.25%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
BBTR.DE vs. UEFI.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% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -0.27% | 5.52% |
Correlation
The correlation between BBTR.DE and UEFI.DE is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since May 7, 2019 | 0.87 |
The correlation between BBTR.DE and UEFI.DE has been stable across timeframes, ranging from 0.87 to 0.96 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBTR.DE vs. UEFI.DE — Risk / Return Rank
BBTR.DE
UEFI.DE
BBTR.DE vs. UEFI.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 UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.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 | UEFI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.07 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.05 | +0.36 |
| Martin ratioReturn relative to average drawdown | 1.02 | 0.08 | +0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BBTR.DE | UEFI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.04 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | -0.03 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | -0.00 | +0.05 |
Drawdowns
BBTR.DE vs. UEFI.DE - Drawdown Comparison
The maximum BBTR.DE drawdown since its inception was -17.63%, smaller than the maximum UEFI.DE drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for BBTR.DE and UEFI.DE.
Loading charts...
Drawdown Indicators
| BBTR.DE | UEFI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.63% | -32.63% | +15.00% |
Max Drawdown (1Y)Largest decline over 1 year | -4.05% | -16.26% | +12.21% |
Max Drawdown (3Y)Largest decline over 3 years | -11.14% | -16.26% | +5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -16.26% | +3.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.99% | — |
Current DrawdownCurrent decline from peak | -13.35% | -17.90% | +4.55% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -14.47% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 10.93% | -9.30% |
Volatility
BBTR.DE vs. UEFI.DE - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) has a higher volatility of 0.94% compared to UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) at 0.74%. This indicates that BBTR.DE's price experiences larger fluctuations and is considered to be riskier than UEFI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBTR.DE | UEFI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 0.74% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 3.82% | 3.69% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.52% | 21.96% | -16.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 13.03% | -4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 16.60% | -8.53% |
BBTR.DE vs. UEFI.DE - Expense Ratio Comparison
BBTR.DE has a 0.07% expense ratio, which is higher than UEFI.DE'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
BBTR.DE vs. UEFI.DE - Dividend Comparison
BBTR.DE has not paid dividends to shareholders, while UEFI.DE's dividend yield for the trailing twelve months is around 2.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
Frequently Asked Questions
With a correlation of 0.92, BBTR.DE and UEFI.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.07% for BBTR.DE.
BBTR.DE tracks J.P. Morgan Government Bond US Index, while UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: JPMorgan and UBS. Their fees differ too: 0.07% for BBTR.DE and 0.05% for UEFI.DE.
Find the right allocation for BBTR.DE and UEFI.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer