IGLS.L vs. VTHRX
IGLS.L (iShares UK Gilts 0-5yr UCITS ETF GBP (Dist)) and VTHRX (Vanguard Target Retirement 2030 Fund) are both funds - IGLS.L is a European Government Bonds fund tracking the FTSE Act UK Cnvt Gilts All Stocks TR GBP, while VTHRX is a Target Retirement Date fund managed by Vanguard. Over the past 10 years, IGLS.L returned 0.91%/yr vs 9.52%/yr for VTHRX. At a correlation of -0.00, they often move in opposite directions. IGLS.L charges 0.07%/yr vs 0.08%/yr for VTHRX.
Performance
IGLS.L vs. VTHRX - Performance Comparison
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Different Trading Currencies
IGLS.L is traded in GBP, while VTHRX is traded in USD. To make them comparable, the VTHRX values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, IGLS.L achieves a 0.53% return, which is significantly lower than VTHRX's 6.97% return. Over the past 10 years, IGLS.L has underperformed VTHRX with an annualized return of 0.91%, while VTHRX has yielded a comparatively higher 9.52% annualized return.
IGLS.L
- 1D
- 0.21%
- 1M
- 0.68%
- YTD
- 0.53%
- 6M
- 1.02%
- 1Y
- 3.13%
- 3Y*
- 4.62%
- 5Y*
- 1.36%
- 10Y*
- 0.91%
VTHRX
- 1D
- 1.27%
- 1M
- -0.13%
- YTD
- 6.97%
- 6M
- 6.81%
- 1Y
- 18.92%
- 3Y*
- 11.04%
- 5Y*
- 7.64%
- 10Y*
- 9.52%
IGLS.L vs. VTHRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGLS.L iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) | 0.53% | 5.26% | 2.65% | 4.19% | -4.44% | -1.68% | 1.48% | 1.05% | 0.14% | -0.38% |
VTHRX Vanguard Target Retirement 2030 Fund | 6.97% | 7.97% | 12.36% | 10.43% | -6.33% | 12.42% | 10.76% | 16.47% | -0.27% | 5.27% |
Correlation
The correlation between IGLS.L and VTHRX is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since Apr 17, 2009 | -0.00 |
The correlation between IGLS.L and VTHRX shifts across timeframes, from -0.00 (all time) to 0.16 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IGLS.L vs. VTHRX — Risk / Return Rank
IGLS.L
VTHRX
IGLS.L vs. VTHRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) (IGLS.L) and Vanguard Target Retirement 2030 Fund (VTHRX). 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.
| IGLS.L | VTHRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.83 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.45 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.75 | -2.23 |
| Martin ratioReturn relative to average drawdown | 5.12 | 13.50 | -8.38 |
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Drawdowns
IGLS.L vs. VTHRX - Drawdown Comparison
The maximum IGLS.L drawdown since its inception was -9.54%, smaller than the maximum VTHRX drawdown of -26.52%. Use the drawdown chart below to compare losses from any high point for IGLS.L and VTHRX.
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Drawdown Indicators
| IGLS.L | VTHRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.54% | -26.52% | +16.98% |
Max Drawdown (1Y)Largest decline over 1 year | -1.95% | -4.86% | +2.91% |
Max Drawdown (3Y)Largest decline over 3 years | -1.95% | -12.88% | +10.93% |
Max Drawdown (5Y)Largest decline over 5 years | -8.85% | -12.88% | +4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -9.54% | -17.59% | +8.05% |
Current DrawdownCurrent decline from peak | -0.38% | -1.07% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -1.19% | -3.80% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.58% | 1.35% | -0.77% |
Volatility
IGLS.L vs. VTHRX - Volatility Comparison
The current volatility for iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) (IGLS.L) is 0.66%, while Vanguard Target Retirement 2030 Fund (VTHRX) has a volatility of 2.95%. This indicates that IGLS.L experiences smaller price fluctuations and is considered to be less risky than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGLS.L | VTHRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 2.95% | -2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 6.14% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.99% | 7.85% | -5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.67% | 9.56% | -6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.18% | 11.81% | -9.63% |
IGLS.L vs. VTHRX - Expense Ratio Comparison
IGLS.L has a 0.07% expense ratio, which is lower than VTHRX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IGLS.L vs. VTHRX - Dividend Comparison
IGLS.L's dividend yield for the trailing twelve months is around 3.97%, more than VTHRX's 3.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLS.L iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) | 3.97% | 3.88% | 3.67% | 1.62% | 0.30% | 0.25% | 0.53% | 0.46% | 0.33% | 0.53% | 0.88% | 0.48% |
VTHRX Vanguard Target Retirement 2030 Fund | 3.78% | 4.03% | 3.63% | 2.59% | 2.53% | 17.56% | 2.56% | 2.38% | 2.71% | 0.06% | 2.38% | 3.72% |
Frequently Asked Questions
IGLS.L and VTHRX have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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