DTLE.L vs. LFBE
DTLE.L (iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist) and LFBE (LifeX 2065 Longevity Income ETF) are both exchange-traded funds - DTLE.L is a Long-Term Bond fund managed by iShares, while LFBE is a Government Bonds fund actively managed by Stone Ridge. Over the past year, DTLE.L returned 1.77% vs 1.47% for LFBE. A 0.50 correlation means they provide meaningful diversification when combined. DTLE.L charges 0.10%/yr vs 0.25%/yr for LFBE.
Performance
DTLE.L vs. LFBE - Performance Comparison
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Different Trading Currencies
DTLE.L is traded in EUR, while LFBE is traded in USD. To make them comparable, the LFBE values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, DTLE.L achieves a -1.71% return, which is significantly lower than LFBE's 0.95% return.
DTLE.L
- 1D
- 0.51%
- 1M
- 0.69%
- YTD
- -1.71%
- 6M
- -1.87%
- 1Y
- 1.77%
- 3Y*
- -3.63%
- 5Y*
- -8.07%
- 10Y*
- —
LFBE
- 1D
- 0.05%
- 1M
- 1.07%
- YTD
- 0.95%
- 6M
- -0.77%
- 1Y
- 1.47%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DTLE.L vs. LFBE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DTLE.L iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist | -1.71% | 3.76% |
LFBE LifeX 2065 Longevity Income ETF | 0.95% | -7.00% |
Correlation
The correlation between DTLE.L and LFBE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 7, 2025 | 0.50 |
The correlation between DTLE.L and LFBE has been stable across timeframes, ranging from 0.49 to 0.50 - a consistent structural relationship.
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Return for Risk
DTLE.L vs. LFBE — Risk / Return Rank
DTLE.L
LFBE
DTLE.L vs. LFBE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist (DTLE.L) and LifeX 2065 Longevity Income ETF (LFBE). 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.
| DTLE.L | LFBE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.04 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.23 | -0.02 |
| Martin ratioReturn relative to average drawdown | 0.52 | 0.50 | +0.03 |
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
| DTLE.L | LFBE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.17 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.24 | -0.40 | +0.16 |
Drawdowns
DTLE.L vs. LFBE - Drawdown Comparison
The maximum DTLE.L drawdown since its inception was -52.29%, which is greater than LFBE's maximum drawdown of -14.86%. Use the drawdown chart below to compare losses from any high point for DTLE.L and LFBE.
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Drawdown Indicators
| DTLE.L | LFBE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.29% | -14.86% | -37.43% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -6.48% | -1.99% |
Max Drawdown (3Y)Largest decline over 3 years | -19.18% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -45.70% | — | — |
Current DrawdownCurrent decline from peak | -47.88% | -10.93% | -36.95% |
Average DrawdownAverage peak-to-trough decline | -25.92% | -9.74% | -16.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.97% | +0.40% |
Volatility
DTLE.L vs. LFBE - Volatility Comparison
iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist (DTLE.L) has a higher volatility of 3.46% compared to LifeX 2065 Longevity Income ETF (LFBE) at 1.90%. This indicates that DTLE.L's price experiences larger fluctuations and is considered to be riskier than LFBE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTLE.L | LFBE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 1.90% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 6.35% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.91% | 8.60% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 11.05% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.50% | 11.05% | +4.45% |
DTLE.L vs. LFBE - Expense Ratio Comparison
DTLE.L has a 0.10% expense ratio, which is lower than LFBE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DTLE.L vs. LFBE - Dividend Comparison
DTLE.L's dividend yield for the trailing twelve months is around 4.25%, less than LFBE's 8.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DTLE.L iShares $ Treasury Bond 20+yr UCITS ETF EUR Hedged Dist | 4.25% | 4.18% | 4.75% | 3.75% | 3.05% | 1.76% | 1.69% | 2.50% | 2.88% | 0.51% |
LFBE LifeX 2065 Longevity Income ETF | 8.27% | 12.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DTLE.L and LFBE have a correlation of 0.49, 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 0.25% for LFBE.
DTLE.L is categorized as Long-Term Bond, while LFBE is Government Bonds. They also come from different issuers: iShares and Stone Ridge. Their fees differ too: 0.10% for DTLE.L and 0.25% for LFBE.
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