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IDTL.L vs. TRIS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDTL.L vs. TRIS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Treasury Bond 20+ UCITS (IDTL.L) and Invesco US Treasury Bond 0-1 Year UCITS ETF Dist (TRIS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IDTL.L is traded in USD, while TRIS.L is traded in GBp. To make them comparable, the TRIS.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IDTL.L achieves a -1.14% return, which is significantly lower than TRIS.L's 1.35% return.


IDTL.L

1D
0.36%
1M
0.66%
YTD
-1.14%
6M
-1.07%
1Y
3.86%
3Y*
-1.56%
5Y*
-6.07%
10Y*
-1.51%

TRIS.L

1D
0.10%
1M
0.46%
YTD
1.35%
6M
1.89%
1Y
3.90%
3Y*
4.64%
5Y*
3.27%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDTL.L vs. TRIS.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
IDTL.L
iShares Treasury Bond 20+ UCITS
-1.14%4.67%-7.18%2.22%-30.42%-4.71%12.87%
TRIS.L
Invesco US Treasury Bond 0-1 Year UCITS ETF Dist
1.35%4.55%5.06%4.48%0.53%0.33%0.82%

Correlation

The correlation between IDTL.L and TRIS.L is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.02

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

-0.06

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

-0.02

Correlation (All Time)
Calculated using the full available price history since Jan 27, 2020

0.01

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Return for Risk

IDTL.L vs. TRIS.L — Risk / Return Rank

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

IDTL.L
IDTL.L Risk / Return Rank: 1515
Overall Rank
IDTL.L Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
IDTL.L Sortino Ratio Rank: 1414
Sortino Ratio Rank
IDTL.L Omega Ratio Rank: 1414
Omega Ratio Rank
IDTL.L Calmar Ratio Rank: 1515
Calmar Ratio Rank
IDTL.L Martin Ratio Rank: 1515
Martin Ratio Rank

TRIS.L
TRIS.L Risk / Return Rank: 2222
Overall Rank
TRIS.L Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
TRIS.L Sortino Ratio Rank: 2222
Sortino Ratio Rank
TRIS.L Omega Ratio Rank: 2121
Omega Ratio Rank
TRIS.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
TRIS.L Martin Ratio Rank: 2222
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.

IDTL.L vs. TRIS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Treasury Bond 20+ UCITS (IDTL.L) and Invesco US Treasury Bond 0-1 Year UCITS ETF Dist (TRIS.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.


IDTL.LTRIS.LDifference
Sharpe ratioReturn per unit of total volatility

-0.52

Sortino ratioReturn per unit of downside risk

-0.75

Omega ratioGain probability vs. loss probability

1.07

1.16

-0.09

Calmar ratioReturn relative to maximum drawdown

0.50

4.43

-3.93

Martin ratioReturn relative to average drawdown

1.27

13.13

-11.86

IDTL.L vs. TRIS.L - Sharpe Ratio Comparison

The current IDTL.L Sharpe Ratio is 0.39, which is lower than the TRIS.L Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of IDTL.L and TRIS.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


IDTL.LTRIS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.39

0.91

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.40

0.68

-1.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.55

-0.63

Drawdowns

IDTL.L vs. TRIS.L - Drawdown Comparison

The maximum IDTL.L drawdown since its inception was -48.31%, which is greater than TRIS.L's maximum drawdown of -2.50%. Use the drawdown chart below to compare losses from any high point for IDTL.L and TRIS.L.


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Drawdown Indicators


IDTL.LTRIS.LDifference

Max Drawdown

Largest peak-to-trough decline

-48.31%

-2.50%

-45.81%

Max Drawdown (1Y)

Largest decline over 1 year

-7.62%

-0.88%

-6.74%

Max Drawdown (3Y)

Largest decline over 3 years

-18.49%

-1.07%

-17.42%

Max Drawdown (5Y)

Largest decline over 5 years

-42.95%

-2.43%

-40.52%

Max Drawdown (10Y)

Largest decline over 10 years

-48.31%

Current Drawdown

Current decline from peak

-40.36%

-0.16%

-40.20%

Average Drawdown

Average peak-to-trough decline

-20.41%

-0.53%

-19.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

0.30%

+2.73%

Volatility

IDTL.L vs. TRIS.L - Volatility Comparison

iShares Treasury Bond 20+ UCITS (IDTL.L) has a higher volatility of 3.32% compared to Invesco US Treasury Bond 0-1 Year UCITS ETF Dist (TRIS.L) at 1.59%. This indicates that IDTL.L's price experiences larger fluctuations and is considered to be riskier than TRIS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDTL.LTRIS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

1.59%

+1.73%

Volatility (6M)

Calculated over the trailing 6-month period

6.59%

3.54%

+3.05%

Volatility (1Y)

Calculated over the trailing 1-year period

9.89%

4.27%

+5.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.99%

4.80%

+10.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.61%

4.93%

+9.68%

IDTL.L vs. TRIS.L - Expense Ratio Comparison

IDTL.L has a 0.07% expense ratio, which is higher than TRIS.L's 0.06% 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

IDTL.L vs. TRIS.L - Dividend Comparison

IDTL.L's dividend yield for the trailing twelve months is around 4.36%, more than TRIS.L's 4.01% yield.


PositionTTM20252024202320222021202020192018201720162015
IDTL.L
iShares Treasury Bond 20+ UCITS
4.36%4.31%4.65%3.79%3.01%1.74%1.76%2.49%2.79%2.60%2.63%2.14%
TRIS.L
Invesco US Treasury Bond 0-1 Year UCITS ETF Dist
4.01%4.26%4.87%4.68%1.52%0.10%0.57%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IDTL.L and TRIS.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TRIS.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRIS.L is cheaper with a 0.06% expense ratio, compared with 0.07% for IDTL.L.

IDTL.L tracks ICE U.S. Treasury 20+ Year Bond Index, while TRIS.L tracks Bloomberg US Treasury Coupons Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.07% for IDTL.L and 0.06% for TRIS.L.

Portfolio Optimizer

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