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IBTS.L vs. VDTY.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTS.L vs. VDTY.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares $ Treasury Bond 1-3yr UCITS ETF (IBTS.L) and Vanguard USD Treasury Bond UCITS ETF (VDTY.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, IBTS.L achieves a 0.51% return, which is significantly higher than VDTY.L's -0.10% return. Over the past 10 years, IBTS.L has outperformed VDTY.L with an annualized return of 2.54%, while VDTY.L has yielded a comparatively lower 1.71% annualized return.


IBTS.L

1D
0.19%
1M
1.36%
YTD
0.51%
6M
0.07%
1Y
4.08%
3Y*
1.62%
5Y*
2.92%
10Y*
2.54%

VDTY.L

1D
0.01%
1M
0.82%
YTD
-0.10%
6M
-0.92%
1Y
4.19%
3Y*
0.27%
5Y*
0.66%
10Y*
1.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTS.L vs. VDTY.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBTS.L
iShares $ Treasury Bond 1-3yr UCITS ETF
0.51%-1.91%5.79%-1.41%7.61%0.64%-0.34%0.37%7.21%-8.60%
VDTY.L
Vanguard USD Treasury Bond UCITS ETF
-0.10%-1.31%2.87%-1.42%-1.90%-1.48%4.52%3.00%6.78%-6.53%

Correlation

The correlation between IBTS.L and VDTY.L is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.66

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

0.65

Correlation (5Y)
Calculated over the trailing 5-year period

0.67

Correlation (10Y)
Calculated over the trailing 10-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2016

0.74

The correlation between IBTS.L and VDTY.L has been stable across timeframes, ranging from 0.65 to 0.74 - a consistent structural relationship.

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Return for Risk

IBTS.L vs. VDTY.L — Risk / Return Rank

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

IBTS.L
IBTS.L Risk / Return Rank: 1919
Overall Rank
IBTS.L Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
IBTS.L Sortino Ratio Rank: 1919
Sortino Ratio Rank
IBTS.L Omega Ratio Rank: 1818
Omega Ratio Rank
IBTS.L Calmar Ratio Rank: 2121
Calmar Ratio Rank
IBTS.L Martin Ratio Rank: 2020
Martin Ratio Rank

VDTY.L
VDTY.L Risk / Return Rank: 2828
Overall Rank
VDTY.L Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
VDTY.L Sortino Ratio Rank: 3030
Sortino Ratio Rank
VDTY.L Omega Ratio Rank: 2828
Omega Ratio Rank
VDTY.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
VDTY.L Martin Ratio Rank: 2828
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.

IBTS.L vs. VDTY.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Treasury Bond 1-3yr UCITS ETF (IBTS.L) and Vanguard USD Treasury Bond UCITS ETF (VDTY.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.


IBTS.LVDTY.LDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

-0.01

Omega ratioGain probability vs. loss probability

1.12

1.12

-0.01

Calmar ratioReturn relative to maximum drawdown

0.90

0.77

+0.13

Martin ratioReturn relative to average drawdown

2.29

1.91

+0.38

IBTS.L vs. VDTY.L - Sharpe Ratio Comparison

The current IBTS.L Sharpe Ratio is 0.67, which is comparable to the VDTY.L Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of IBTS.L and VDTY.L, 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


IBTS.LVDTY.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.67

0.68

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.07

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

0.17

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.13

+0.23

Drawdowns

IBTS.L vs. VDTY.L - Drawdown Comparison

The maximum IBTS.L drawdown since its inception was -19.02%, smaller than the maximum VDTY.L drawdown of -22.88%. Use the drawdown chart below to compare losses from any high point for IBTS.L and VDTY.L.


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Drawdown Indicators


IBTS.LVDTY.LDifference

Max Drawdown

Largest peak-to-trough decline

-19.02%

-22.88%

+3.86%

Max Drawdown (1Y)

Largest decline over 1 year

-4.51%

-5.74%

+1.23%

Max Drawdown (3Y)

Largest decline over 3 years

-8.89%

-8.56%

-0.33%

Max Drawdown (5Y)

Largest decline over 5 years

-16.28%

-16.81%

+0.53%

Max Drawdown (10Y)

Largest decline over 10 years

-19.02%

-22.88%

+3.86%

Current Drawdown

Current decline from peak

-7.64%

-17.78%

+10.14%

Average Drawdown

Average peak-to-trough decline

-7.93%

-12.78%

+4.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.77%

2.31%

-0.54%

Volatility

IBTS.L vs. VDTY.L - Volatility Comparison

The current volatility for iShares $ Treasury Bond 1-3yr UCITS ETF (IBTS.L) is 1.69%, while Vanguard USD Treasury Bond UCITS ETF (VDTY.L) has a volatility of 1.88%. This indicates that IBTS.L experiences smaller price fluctuations and is considered to be less risky than VDTY.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBTS.LVDTY.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.69%

1.88%

-0.19%

Volatility (6M)

Calculated over the trailing 6-month period

4.49%

5.12%

-0.63%

Volatility (1Y)

Calculated over the trailing 1-year period

6.10%

6.50%

-0.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.09%

9.00%

-0.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.24%

10.19%

-0.95%

IBTS.L vs. VDTY.L - Expense Ratio Comparison

IBTS.L has a 0.07% expense ratio, which is higher than VDTY.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

IBTS.L vs. VDTY.L - Dividend Comparison

IBTS.L's dividend yield for the trailing twelve months is around 4.00%, less than VDTY.L's 4.26% yield.


PositionTTM20252024202320222021202020192018201720162015
IBTS.L
iShares $ Treasury Bond 1-3yr UCITS ETF
4.00%4.22%4.12%3.08%0.75%0.61%1.84%2.39%1.49%1.01%0.67%0.49%
VDTY.L
Vanguard USD Treasury Bond UCITS ETF
4.26%4.29%4.31%3.40%2.09%1.21%1.54%2.34%2.33%1.57%0.99%0.00%

Frequently Asked Questions


IBTS.L and VDTY.L have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VDTY.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VDTY.L is cheaper with a 0.05% expense ratio, compared with 0.07% for IBTS.L.

IBTS.L tracks ICE U.S. Treasury 1-3 Year Bond Index, while VDTY.L tracks Bloomberg Global Aggregate US Treasury Float Adjusted Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.07% for IBTS.L and 0.05% for VDTY.L.

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