PortfoliosLab logoPortfoliosLab logo
BLTD vs. DTLE.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BLTD vs. DTLE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Long Term Bond ETF (BLTD) and iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist (DTLE.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

BLTD is traded in USD, while DTLE.L is traded in EUR. To make them comparable, the DTLE.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BLTD achieves a 0.26% return, which is significantly higher than DTLE.L's -3.38% return.


BLTD

1D
-0.32%
1M
0.87%
YTD
0.26%
6M
-0.57%
1Y
3Y*
5Y*
10Y*

DTLE.L

1D
-0.82%
1M
-1.25%
YTD
-3.38%
6M
-3.26%
1Y
4.52%
3Y*
-1.29%
5Y*
-9.02%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLTD vs. DTLE.L - Yearly Performance Comparison


Correlation

The correlation between BLTD and DTLE.L is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.72

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

BLTD vs. DTLE.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BLTD

DTLE.L
DTLE.L Risk / Return Rank: 1212
Overall Rank
DTLE.L Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
DTLE.L Sortino Ratio Rank: 1212
Sortino Ratio Rank
DTLE.L Omega Ratio Rank: 1111
Omega Ratio Rank
DTLE.L Calmar Ratio Rank: 1212
Calmar Ratio Rank
DTLE.L Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLTD vs. DTLE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Long Term Bond ETF (BLTD) and iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist (DTLE.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BLTD vs. DTLE.L - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BLTDDTLE.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

-0.23

+0.87

Drawdowns

BLTD vs. DTLE.L - Drawdown Comparison

The maximum BLTD drawdown since its inception was -4.80%, smaller than the maximum DTLE.L drawdown of -56.35%. Use the drawdown chart below to compare losses from any high point for BLTD and DTLE.L.


Loading charts...

Drawdown Indicators


BLTDDTLE.LDifference

Max Drawdown

Largest peak-to-trough decline

-4.80%

-56.35%

+51.55%

Max Drawdown (1Y)

Largest decline over 1 year

-9.78%

Max Drawdown (3Y)

Largest decline over 3 years

-22.61%

Max Drawdown (5Y)

Largest decline over 5 years

-50.59%

Current Drawdown

Current decline from peak

-2.48%

-48.02%

+45.54%

Average Drawdown

Average peak-to-trough decline

-1.57%

-27.81%

+26.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.78%

Volatility

BLTD vs. DTLE.L - Volatility Comparison


Loading charts...

Volatility by Period


BLTDDTLE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.29%

Volatility (6M)

Calculated over the trailing 6-month period

8.96%

Volatility (1Y)

Calculated over the trailing 1-year period

6.84%

13.20%

-6.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.84%

17.93%

-11.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.84%

17.88%

-11.04%

BLTD vs. DTLE.L - Expense Ratio Comparison

BLTD has a 0.23% expense ratio, which is higher than DTLE.L's 0.10% 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

BLTD vs. DTLE.L - Dividend Comparison

BLTD's dividend yield for the trailing twelve months is around 3.93%, less than DTLE.L's 4.27% yield.


PositionTTM202520242023202220212020201920182017
BLTD
Bluemonte Long Term Bond ETF
3.93%2.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DTLE.L
iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist
4.27%4.18%4.75%3.75%3.05%1.76%1.69%2.50%2.88%0.51%

Frequently Asked Questions


BLTD and DTLE.L have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DTLE.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DTLE.L is cheaper with a 0.10% expense ratio, compared with 0.23% for BLTD.

They also come from different issuers: Bluemonte and iShares. Their fees differ too: 0.23% for BLTD and 0.10% for DTLE.L.

Portfolio Optimizer

Find the right allocation for BLTD and DTLE.L

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