IS05.DE vs. UEFI.DE
IS05.DE (iShares € Govt Bond 20yr Target Duration UCITS ETF EUR (Dist)) and UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - IS05.DE tracks the Markit iBoxx EUR Eurozone 20yr Target Duration Index while UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 10 years, IS05.DE returned -4.37%/yr vs 0.13%/yr for UEFI.DE. At a 0.39 correlation, their price movements are largely independent. IS05.DE charges 0.15%/yr vs 0.05%/yr for UEFI.DE.
Performance
IS05.DE vs. UEFI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS05.DE achieves a -1.07% return, which is significantly lower than UEFI.DE's 3.01% return. Over the past 10 years, IS05.DE has underperformed UEFI.DE with an annualized return of -4.37%, while UEFI.DE has yielded a comparatively higher 0.13% annualized return.
IS05.DE
- 1D
- 0.32%
- 1M
- -3.19%
- 6M
- -2.29%
- YTD
- -1.07%
- 1Y
- -4.44%
- 3Y*
- -3.91%
- 5Y*
- -10.86%
- 10Y*
- -4.37%
UEFI.DE
- 1D
- 0.18%
- 1M
- 1.38%
- 6M
- 1.78%
- YTD
- 3.01%
- 1Y
- 4.54%
- 3Y*
- 1.91%
- 5Y*
- -0.84%
- 10Y*
- 0.13%
IS05.DE vs. UEFI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS05.DE iShares € Govt Bond 20yr Target Duration UCITS ETF EUR (Dist) | -1.07% | -10.87% | -5.27% | 8.12% | -36.40% | -8.01% | 10.93% | 19.50% | 0.75% | -1.71% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.01% | -4.76% | 5.09% | -0.05% | -9.74% | 5.04% | 0.06% | 11.40% | 5.58% | -10.24% |
Correlation
The correlation between IS05.DE and UEFI.DE is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 23, 2015 | 0.39 |
The correlation between IS05.DE and UEFI.DE shifts across timeframes, from -0.01 (1 year) to 0.47 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IS05.DE vs. UEFI.DE — Risk / Return Rank
IS05.DE
UEFI.DE
IS05.DE vs. UEFI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Govt Bond 20yr Target Duration UCITS ETF EUR (Dist) (IS05.DE) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE). 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.
| IS05.DE | UEFI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.16 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.64 | 1.16 | -1.80 |
| Martin ratioReturn relative to average drawdown | -1.13 | 3.03 | -4.16 |
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Drawdowns
IS05.DE vs. UEFI.DE - Drawdown Comparison
The maximum IS05.DE drawdown since its inception was -49.20%, which is greater than UEFI.DE's maximum drawdown of -33.55%. Use the drawdown chart below to compare losses from any high point for IS05.DE and UEFI.DE.
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Drawdown Indicators
| IS05.DE | UEFI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.20% | -33.55% | -15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -3.91% | -2.96% |
Max Drawdown (3Y)Largest decline over 3 years | -18.96% | -10.74% | -8.22% |
Max Drawdown (5Y)Largest decline over 5 years | -46.31% | -15.68% | -30.63% |
Max Drawdown (10Y)Largest decline over 10 years | -49.20% | -22.74% | -26.46% |
Current DrawdownCurrent decline from peak | -48.34% | -15.35% | -32.99% |
Average DrawdownAverage peak-to-trough decline | -21.84% | -14.52% | -7.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 1.49% | +2.42% |
Volatility
IS05.DE vs. UEFI.DE - Volatility Comparison
iShares € Govt Bond 20yr Target Duration UCITS ETF EUR (Dist) (IS05.DE) has a higher volatility of 3.05% compared to UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) at 1.10%. This indicates that IS05.DE's price experiences larger fluctuations and is considered to be riskier than UEFI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS05.DE | UEFI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 1.10% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.58% | 3.67% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.25% | 5.25% | +5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.59% | 8.87% | +6.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.45% | 15.11% | +0.34% |
IS05.DE vs. UEFI.DE - Expense Ratio Comparison
IS05.DE has a 0.15% expense ratio, which is higher than UEFI.DE'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
IS05.DE vs. UEFI.DE - Dividend Comparison
IS05.DE's dividend yield for the trailing twelve months is around 3.63%, more than UEFI.DE's 3.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS05.DE iShares € Govt Bond 20yr Target Duration UCITS ETF EUR (Dist) | 3.63% | 3.45% | 2.94% | 2.10% | 0.91% | 0.22% | 0.29% | 0.75% | 1.14% | 1.04% | 1.00% | 1.03% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.03% | 2.22% | 2.44% | 2.79% | 1.42% | 0.98% | 2.00% | 2.11% | 2.73% | 1.95% | 0.85% | 0.88% |
Frequently Asked Questions
IS05.DE and UEFI.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for IS05.DE.
IS05.DE tracks Markit iBoxx EUR Eurozone 20yr Target Duration Index, while UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.15% for IS05.DE and 0.05% for UEFI.DE.
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