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IDTM.L vs. XUT3.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDTM.L vs. XUT3.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.L) and Xtrackers II US Treasuries 1-3 UCITS ETF 1D (XUT3.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDTM.L achieves a -1.47% return, which is significantly lower than XUT3.L's 0.54% return. Over the past 10 years, IDTM.L has outperformed XUT3.L with an annualized return of 23.02%, while XUT3.L has yielded a comparatively lower 1.74% annualized return.


IDTM.L

1D
0.21%
1M
-0.61%
YTD
-1.47%
6M
-1.11%
1Y
2.78%
3Y*
2.49%
5Y*
33.73%
10Y*
23.02%

XUT3.L

1D
0.10%
1M
0.12%
YTD
0.54%
6M
0.93%
1Y
3.45%
3Y*
4.17%
5Y*
1.86%
10Y*
1.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDTM.L vs. XUT3.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDTM.L
iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist)
-1.47%7.33%1.12%2.88%116.97%187.86%9.38%8.43%-0.05%2.18%
XUT3.L
Xtrackers II US Treasuries 1-3 UCITS ETF 1D
0.54%5.06%4.13%4.10%-3.60%-0.62%2.95%3.56%1.44%0.27%

Correlation

The correlation between IDTM.L and XUT3.L is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.81

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

0.78

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

0.78

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

0.75

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2009

0.63

The correlation between IDTM.L and XUT3.L shifts across timeframes, from 0.63 (all time) to 0.81 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

IDTM.L vs. XUT3.L — Risk / Return Rank

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

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

XUT3.L
XUT3.L Risk / Return Rank: 9191
Overall Rank
XUT3.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
XUT3.L Sortino Ratio Rank: 9595
Sortino Ratio Rank
XUT3.L Omega Ratio Rank: 9494
Omega Ratio Rank
XUT3.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
XUT3.L Martin Ratio Rank: 8989
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.

IDTM.L vs. XUT3.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.L) and Xtrackers II US Treasuries 1-3 UCITS ETF 1D (XUT3.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.


IDTM.LXUT3.LDifference
Sharpe ratioReturn per unit of total volatility

-2.48

Sortino ratioReturn per unit of downside risk

-4.18

Omega ratioGain probability vs. loss probability

1.10

1.67

-0.57

Calmar ratioReturn relative to maximum drawdown

0.67

5.10

-4.42

Martin ratioReturn relative to average drawdown

1.99

20.02

-18.02

IDTM.L vs. XUT3.L - Sharpe Ratio Comparison

The current IDTM.L Sharpe Ratio is 0.58, which is lower than the XUT3.L Sharpe Ratio of 3.06. The chart below compares the historical Sharpe Ratios of IDTM.L and XUT3.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


IDTM.LXUT3.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

3.06

-2.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.98

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

1.16

-0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

1.14

-0.82

Drawdowns

IDTM.L vs. XUT3.L - Drawdown Comparison

The maximum IDTM.L drawdown since its inception was -13.21%, which is greater than XUT3.L's maximum drawdown of -5.45%. Use the drawdown chart below to compare losses from any high point for IDTM.L and XUT3.L.


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Drawdown Indicators


IDTM.LXUT3.LDifference

Max Drawdown

Largest peak-to-trough decline

-13.21%

-5.45%

-7.76%

Max Drawdown (1Y)

Largest decline over 1 year

-4.11%

-0.67%

-3.44%

Max Drawdown (3Y)

Largest decline over 3 years

-7.38%

-0.91%

-6.47%

Max Drawdown (5Y)

Largest decline over 5 years

-13.21%

-5.45%

-7.76%

Max Drawdown (10Y)

Largest decline over 10 years

-13.21%

-5.45%

-7.76%

Current Drawdown

Current decline from peak

-3.05%

-0.12%

-2.93%

Average Drawdown

Average peak-to-trough decline

-4.31%

-0.72%

-3.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.39%

0.17%

+1.22%

Volatility

IDTM.L vs. XUT3.L - Volatility Comparison

iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.L) has a higher volatility of 1.97% compared to Xtrackers II US Treasuries 1-3 UCITS ETF 1D (XUT3.L) at 0.41%. This indicates that IDTM.L's price experiences larger fluctuations and is considered to be riskier than XUT3.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDTM.LXUT3.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.97%

0.41%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

3.48%

0.80%

+2.68%

Volatility (1Y)

Calculated over the trailing 1-year period

4.78%

1.13%

+3.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

78.73%

1.90%

+76.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

59.69%

1.50%

+58.19%

IDTM.L vs. XUT3.L - Expense Ratio Comparison

IDTM.L has a 0.07% expense ratio, which is higher than XUT3.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

IDTM.L vs. XUT3.L - Dividend Comparison

IDTM.L's dividend yield for the trailing twelve months is around 3.25%, more than XUT3.L's 2.84% yield.


PositionTTM2025202420232022202120202019201820172016
IDTM.L
iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist)
3.25%3.11%5.23%2.48%66.26%84.42%1.24%1.92%1.82%1.49%1.45%
XUT3.L
Xtrackers II US Treasuries 1-3 UCITS ETF 1D
2.84%2.70%2.35%1.80%1.00%2.89%2.43%1.16%1.00%0.69%0.00%

Frequently Asked Questions


IDTM.L and XUT3.L have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XUT3.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XUT3.L is cheaper with a 0.06% expense ratio, compared with 0.07% for IDTM.L.

IDTM.L tracks ICE U.S. Treasury 7-10 Year Bond Index, while XUT3.L tracks iBoxx USD Treasuries 1-3 Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.07% for IDTM.L and 0.06% for XUT3.L.

Portfolio Optimizer

Find the right allocation for IDTM.L and XUT3.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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