IUSM.DE vs. BBLL.DE
IUSM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) and BBLL.DE (JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc)) are both Government Bonds funds - IUSM.DE tracks the ICE US Treasury 7-10 Year while BBLL.DE tracks the ICE US Treasury 0-1 Year Index. Both are passively managed. Over the past 5 years, IUSM.DE returned -0.31%/yr vs 4.31%/yr for BBLL.DE. A 0.59 correlation means they provide meaningful diversification when combined. Both charge a 0.07% expense ratio.
Performance
IUSM.DE vs. BBLL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSM.DE achieves a 0.22% return, which is significantly lower than BBLL.DE's 2.66% return.
IUSM.DE
- 1D
- 0.13%
- 1M
- 0.34%
- YTD
- 0.22%
- 6M
- -0.62%
- 1Y
- 1.33%
- 3Y*
- -0.48%
- 5Y*
- -0.31%
- 10Y*
- 0.29%
BBLL.DE
- 1D
- -0.11%
- 1M
- 1.01%
- YTD
- 2.66%
- 6M
- 2.06%
- 1Y
- 2.10%
- 3Y*
- 1.85%
- 5Y*
- 4.31%
- 10Y*
- —
IUSM.DE vs. BBLL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 0.22% | -4.06% | 5.00% | -0.24% | -9.67% | 4.92% | -0.18% | 2.42% |
BBLL.DE JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) | 2.66% | -7.37% | 11.29% | 1.32% | 7.29% | 8.35% | -8.23% | 1.14% |
Correlation
The correlation between IUSM.DE and BBLL.DE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2019 | 0.59 |
The correlation between IUSM.DE and BBLL.DE shifts across timeframes, from 0.54 (3 years) to 0.65 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUSM.DE vs. BBLL.DE — Risk / Return Rank
IUSM.DE
BBLL.DE
IUSM.DE vs. BBLL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) and JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.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.
| IUSM.DE | BBLL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.06 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.62 | -0.32 |
| Martin ratioReturn relative to average drawdown | 0.74 | 1.30 | -0.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUSM.DE | BBLL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.34 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.57 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.29 | -0.03 |
Drawdowns
IUSM.DE vs. BBLL.DE - Drawdown Comparison
The maximum IUSM.DE drawdown since its inception was -21.40%, which is greater than BBLL.DE's maximum drawdown of -13.03%. Use the drawdown chart below to compare losses from any high point for IUSM.DE and BBLL.DE.
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Drawdown Indicators
| IUSM.DE | BBLL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.40% | -13.03% | -8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -3.38% | -1.07% |
Max Drawdown (3Y)Largest decline over 3 years | -10.86% | -11.65% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -11.65% | -4.04% |
Max Drawdown (10Y)Largest decline over 10 years | -21.40% | — | — |
Current DrawdownCurrent decline from peak | -17.38% | -7.22% | -10.16% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -6.14% | -4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.61% | +0.18% |
Volatility
IUSM.DE vs. BBLL.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) is 1.14%, while JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.DE) has a volatility of 1.28%. This indicates that IUSM.DE experiences smaller price fluctuations and is considered to be less risky than BBLL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSM.DE | BBLL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.14% | 1.28% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | 4.12% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 6.07% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.96% | 7.46% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 7.22% | +1.11% |
IUSM.DE vs. BBLL.DE - Expense Ratio Comparison
Both IUSM.DE and BBLL.DE have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IUSM.DE vs. BBLL.DE - Dividend Comparison
IUSM.DE's dividend yield for the trailing twelve months is around 3.72%, while BBLL.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBLL.DE JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 3.72% | 3.73% | 3.65% | 2.91% | 1.93% | 0.96% | 1.53% | 2.24% | 2.07% | 1.83% | 1.66% | 1.84% |
Frequently Asked Questions
IUSM.DE and BBLL.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IUSM.DE and BBLL.DE have the same expense ratio: 0.07% per year.
IUSM.DE tracks ICE US Treasury 7-10 Year, while BBLL.DE tracks ICE US Treasury 0-1 Year Index. They also come from different issuers: iShares and JPMorgan.
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