IDTL.L vs. UB82.L
IDTL.L (iShares Treasury Bond 20+ UCITS) and UB82.L (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - IDTL.L tracks the ICE U.S. Treasury 20+ Year Bond Index while UB82.L tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 10 years, IDTL.L returned -1.77%/yr vs 0.41%/yr for UB82.L. A 0.66 correlation means they provide meaningful diversification when combined. IDTL.L charges 0.07%/yr vs 0.05%/yr for UB82.L.
Performance
IDTL.L vs. UB82.L - Performance Comparison
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Different Trading Currencies
IDTL.L is traded in USD, while UB82.L is traded in GBp. To make them comparable, the UB82.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 1.10% return, which is significantly higher than UB82.L's 0.03% return. Over the past 10 years, IDTL.L has underperformed UB82.L with an annualized return of -1.77%, while UB82.L has yielded a comparatively higher 0.41% annualized return.
IDTL.L
- 1D
- 0.31%
- 1M
- 3.31%
- YTD
- 1.10%
- 6M
- 1.72%
- 1Y
- 5.32%
- 3Y*
- -1.33%
- 5Y*
- -6.00%
- 10Y*
- -1.77%
UB82.L
- 1D
- 0.00%
- 1M
- 0.35%
- YTD
- 0.03%
- 6M
- 0.40%
- 1Y
- 2.26%
- 3Y*
- 2.49%
- 5Y*
- -1.09%
- 10Y*
- 0.41%
IDTL.L vs. UB82.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDTL.L iShares Treasury Bond 20+ UCITS | 1.10% | 4.76% | -7.22% | 2.19% | -30.46% | -4.64% | 17.12% | 15.70% | -1.91% | 9.06% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 0.03% | 7.12% | -0.35% | 2.88% | -15.03% | -2.73% | 9.20% | 9.70% | 0.34% | 2.18% |
Correlation
The correlation between IDTL.L and UB82.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.69 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2015 | 0.66 |
Over the past year, the correlation between IDTL.L and UB82.L has dropped to 0.30 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
IDTL.L vs. UB82.L — Risk / Return Rank
IDTL.L
UB82.L
IDTL.L vs. UB82.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Treasury Bond 20+ UCITS (IDTL.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDTL.L | UB82.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.09 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.16 | -0.47 |
| Martin ratioReturn relative to average drawdown | 1.66 | 2.73 | -1.07 |
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Drawdowns
IDTL.L vs. UB82.L - Drawdown Comparison
The maximum IDTL.L drawdown since its inception was -48.31%, which is greater than UB82.L's maximum drawdown of -42.43%. Use the drawdown chart below to compare losses from any high point for IDTL.L and UB82.L.
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Drawdown Indicators
| IDTL.L | UB82.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.31% | -42.43% | -5.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | -1.94% | -5.78% |
Max Drawdown (3Y)Largest decline over 3 years | -18.16% | -7.59% | -10.57% |
Max Drawdown (5Y)Largest decline over 5 years | -43.00% | -21.26% | -21.74% |
Max Drawdown (10Y)Largest decline over 10 years | -48.31% | -23.83% | -24.48% |
Current DrawdownCurrent decline from peak | -39.00% | -27.71% | -11.29% |
Average DrawdownAverage peak-to-trough decline | -20.51% | -31.15% | +10.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 0.83% | +2.38% |
Volatility
IDTL.L vs. UB82.L - Volatility Comparison
iShares Treasury Bond 20+ UCITS (IDTL.L) has a higher volatility of 2.35% compared to UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) at 1.61%. This indicates that IDTL.L's price experiences larger fluctuations and is considered to be riskier than UB82.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.L | UB82.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 1.61% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 3.67% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.96% | 4.57% | +5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.10% | 8.42% | +6.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.68% | 7.85% | +6.83% |
IDTL.L vs. UB82.L - Expense Ratio Comparison
IDTL.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
IDTL.L vs. UB82.L - Dividend Comparison
IDTL.L's dividend yield for the trailing twelve months is around 4.61%, more than UB82.L's 3.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDTL.L iShares Treasury Bond 20+ UCITS | 4.61% | 4.31% | 4.66% | 3.79% | 3.01% | 1.74% | 1.76% | 2.49% | 2.79% | 2.59% | 2.63% | 2.14% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.04% | 2.20% | 2.49% | 2.80% | 1.34% | 1.02% | 1.82% | 1.98% | 2.70% | 1.92% | 0.84% | 0.83% |
Frequently Asked Questions
IDTL.L and UB82.L have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 IDTL.L.
IDTL.L tracks ICE U.S. Treasury 20+ 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 IDTL.L and 0.05% for UB82.L.
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