CU71.L vs. UB82.L
CU71.L (iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)) and UB82.L (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - CU71.L tracks the ICE U.S. Treasury 3-7 Year Bond Index while UB82.L tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, CU71.L returned 1.42%/yr vs 0.01%/yr for UB82.L. At a 0.40 correlation, their price movements are largely independent. CU71.L charges 0.07%/yr vs 0.05%/yr for UB82.L.
Performance
CU71.L vs. UB82.L - Performance Comparison
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Returns By Period
In the year-to-date period, CU71.L achieves a -0.39% return, which is significantly lower than UB82.L's -0.11% return.
CU71.L
- 1D
- 0.05%
- 1M
- 0.94%
- YTD
- -0.39%
- 6M
- -1.09%
- 1Y
- 3.97%
- 3Y*
- 1.07%
- 5Y*
- 1.42%
- 10Y*
- 2.15%
UB82.L
- 1D
- 0.14%
- 1M
- 1.11%
- YTD
- -0.11%
- 6M
- -1.72%
- 1Y
- 4.20%
- 3Y*
- -0.32%
- 5Y*
- 0.01%
- 10Y*
- —
CU71.L vs. UB82.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | -0.39% | -0.08% | 3.77% | -1.43% | 1.45% | -1.10% | 3.33% | 2.76% | 7.03% | -2.59% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | -0.11% | 0.56% | 0.48% | -3.11% | -6.16% | -0.72% | 4.31% | 7.61% | 4.05% | 0.00% |
Correlation
The correlation between CU71.L and UB82.L 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 | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2017 | 0.40 |
Over the past year, CU71.L and UB82.L have become more correlated (0.90) than their long-term average of 0.40, meaning their price movements have been converging.
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Return for Risk
CU71.L vs. UB82.L — Risk / Return Rank
CU71.L
UB82.L
CU71.L vs. UB82.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.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.
| CU71.L | UB82.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.13 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.97 | -0.18 |
| Martin ratioReturn relative to average drawdown | 1.94 | 2.37 | -0.43 |
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
| CU71.L | UB82.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.72 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.00 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.13 | +0.14 |
Drawdowns
CU71.L vs. UB82.L - Drawdown Comparison
The maximum CU71.L drawdown since its inception was -20.50%, smaller than the maximum UB82.L drawdown of -23.85%. Use the drawdown chart below to compare losses from any high point for CU71.L and UB82.L.
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Drawdown Indicators
| CU71.L | UB82.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.50% | -23.85% | +3.35% |
Max Drawdown (1Y)Largest decline over 1 year | -5.02% | -4.86% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -7.33% | -7.79% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -16.39% | +0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -20.50% | — | — |
Current DrawdownCurrent decline from peak | -13.34% | -19.32% | +5.98% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -16.83% | +6.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 2.15% | -0.11% |
Volatility
CU71.L vs. UB82.L - Volatility Comparison
iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) have volatilities of 1.45% and 1.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CU71.L | UB82.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 1.50% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 4.32% | 4.44% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.96% | 6.57% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.27% | 12.54% | -4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.55% | 16.00% | -6.45% |
CU71.L vs. UB82.L - Expense Ratio Comparison
CU71.L has a 0.07% expense ratio, which is higher than UB82.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
CU71.L vs. UB82.L - Dividend Comparison
CU71.L has not paid dividends to shareholders, while UB82.L's dividend yield for the trailing twelve months is around 3.10%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.10% | 2.20% | 2.52% | 2.82% | 1.33% | 0.99% | 1.81% | 1.93% | 2.69% |
Frequently Asked Questions
With a correlation of 0.90, CU71.L and UB82.L 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, UB82.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB82.L is cheaper with a 0.05% expense ratio, compared with 0.07% for CU71.L.
CU71.L tracks ICE U.S. Treasury 3-7 Year Bond Index, while UB82.L tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.07% for CU71.L and 0.05% for UB82.L.
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