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ENGE.L vs. TLH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENGE.L vs. TLH - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in SPDR MSCI Europe Energy UCITS ETF (ENGE.L) and iShares 10-20 Year Treasury Bond ETF (TLH). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ENGE.L is traded in GBP, while TLH is traded in USD. To make them comparable, the TLH values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, ENGE.L achieves a 33.47% return, which is significantly higher than TLH's 0.05% return.


ENGE.L

1D
-0.79%
1M
1.77%
YTD
33.47%
6M
31.39%
1Y
58.60%
3Y*
17.62%
5Y*
10Y*

TLH

1D
0.00%
1M
0.86%
YTD
0.05%
6M
-1.10%
1Y
5.35%
3Y*
-2.00%
5Y*
-2.74%
10Y*
-0.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENGE.L vs. TLH - Yearly Performance Comparison


2026 (YTD)2025202420232022
ENGE.L
SPDR MSCI Europe Energy UCITS ETF
33.47%20.13%-9.19%5.91%21.28%
TLH
iShares 10-20 Year Treasury Bond ETF
0.05%-1.12%-2.54%-1.17%-10.53%

Correlation

The correlation between ENGE.L and TLH is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.12

Correlation (3Y)
Calculated over the trailing 3-year period

-0.08

Correlation (All Time)
Calculated using the full available price history since Apr 5, 2022

-0.14

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Return for Risk

ENGE.L vs. TLH — Risk / Return Rank

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

ENGE.L
ENGE.L Risk / Return Rank: 7878
Overall Rank
ENGE.L Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
ENGE.L Sortino Ratio Rank: 6868
Sortino Ratio Rank
ENGE.L Omega Ratio Rank: 7878
Omega Ratio Rank
ENGE.L Calmar Ratio Rank: 8787
Calmar Ratio Rank
ENGE.L Martin Ratio Rank: 7777
Martin Ratio Rank

TLH
TLH Risk / Return Rank: 1616
Overall Rank
TLH Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
TLH Sortino Ratio Rank: 1515
Sortino Ratio Rank
TLH Omega Ratio Rank: 1515
Omega Ratio Rank
TLH Calmar Ratio Rank: 1616
Calmar Ratio Rank
TLH Martin Ratio Rank: 1616
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.

ENGE.L vs. TLH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Europe Energy UCITS ETF (ENGE.L) and iShares 10-20 Year Treasury Bond ETF (TLH). 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.


ENGE.LTLHDifference
Sharpe ratioReturn per unit of total volatility

+1.97

Sortino ratioReturn per unit of downside risk

+2.09

Omega ratioGain probability vs. loss probability

1.45

1.11

+0.34

Calmar ratioReturn relative to maximum drawdown

4.93

0.79

+4.15

Martin ratioReturn relative to average drawdown

14.51

1.70

+12.82

ENGE.L vs. TLH - Sharpe Ratio Comparison

The current ENGE.L Sharpe Ratio is 2.60, which is higher than the TLH Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of ENGE.L and TLH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ENGE.LTLHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.60

0.63

+1.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.37

+0.35

Drawdowns

ENGE.L vs. TLH - Drawdown Comparison

The maximum ENGE.L drawdown since its inception was -25.54%, smaller than the maximum TLH drawdown of -42.25%. Use the drawdown chart below to compare losses from any high point for ENGE.L and TLH.


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Drawdown Indicators


ENGE.LTLHDifference

Max Drawdown

Largest peak-to-trough decline

-25.54%

-42.25%

+16.71%

Max Drawdown (1Y)

Largest decline over 1 year

-11.77%

-6.82%

-4.95%

Max Drawdown (3Y)

Largest decline over 3 years

-25.54%

-12.85%

-12.69%

Max Drawdown (5Y)

Largest decline over 5 years

-29.52%

Max Drawdown (10Y)

Largest decline over 10 years

-42.25%

Current Drawdown

Current decline from peak

-7.24%

-37.59%

+30.35%

Average Drawdown

Average peak-to-trough decline

-8.15%

-14.94%

+6.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.01%

3.16%

+0.85%

Volatility

ENGE.L vs. TLH - Volatility Comparison

SPDR MSCI Europe Energy UCITS ETF (ENGE.L) has a higher volatility of 8.22% compared to iShares 10-20 Year Treasury Bond ETF (TLH) at 1.97%. This indicates that ENGE.L's price experiences larger fluctuations and is considered to be riskier than TLH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENGE.LTLHDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

1.97%

+6.25%

Volatility (6M)

Calculated over the trailing 6-month period

19.02%

6.34%

+12.68%

Volatility (1Y)

Calculated over the trailing 1-year period

22.37%

8.57%

+13.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.66%

13.58%

+9.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.66%

13.80%

+8.86%

ENGE.L vs. TLH - Expense Ratio Comparison

ENGE.L has a 0.18% expense ratio, which is higher than TLH's 0.15% 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

ENGE.L vs. TLH - Dividend Comparison

ENGE.L has not paid dividends to shareholders, while TLH's dividend yield for the trailing twelve months is around 4.50%.


PositionTTM20252024202320222021202020192018201720162015
ENGE.L
SPDR MSCI Europe Energy UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TLH
iShares 10-20 Year Treasury Bond ETF
4.50%4.17%4.28%3.83%2.78%1.50%2.65%2.31%2.17%1.83%1.91%2.13%

Frequently Asked Questions


ENGE.L and TLH have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TLH is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TLH is cheaper with a 0.15% expense ratio, compared with 0.18% for ENGE.L.

ENGE.L is categorized as Energy Equities, while TLH is Government Bonds. ENGE.L tracks MSCI World/Energy NR USD, while TLH tracks ICE U.S. Treasury 10-20 Year Bond Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.18% for ENGE.L and 0.15% for TLH.

Portfolio Optimizer

Find the right allocation for ENGE.L and TLH

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