LUTR.L vs. UB74.L
LUTR.L (SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF) and UB74.L (UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - LUTR.L tracks the Bloomberg US Treasury 10+ Year Index while UB74.L tracks the Bloomberg US 1-3 Year Treasury Bond Index. Both are passively managed. Over the past 10 years, LUTR.L returned -0.95%/yr vs 1.68%/yr for UB74.L. At a 0.15 correlation, their price movements are largely independent. LUTR.L charges 0.15%/yr vs 0.05%/yr for UB74.L.
Performance
LUTR.L vs. UB74.L - Performance Comparison
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Different Trading Currencies
LUTR.L is traded in USD, while UB74.L is traded in GBp. To make them comparable, the UB74.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, LUTR.L achieves a -0.85% return, which is significantly lower than UB74.L's 0.42% return. Over the past 10 years, LUTR.L has underperformed UB74.L with an annualized return of -0.95%, while UB74.L has yielded a comparatively higher 1.68% annualized return.
LUTR.L
- 1D
- 0.35%
- 1M
- 0.66%
- YTD
- -0.85%
- 6M
- -0.90%
- 1Y
- 4.34%
- 3Y*
- -0.60%
- 5Y*
- -5.20%
- 10Y*
- -0.95%
UB74.L
- 1D
- 0.17%
- 1M
- 0.27%
- YTD
- 0.42%
- 6M
- 0.99%
- 1Y
- 3.37%
- 3Y*
- 4.05%
- 5Y*
- 1.78%
- 10Y*
- 1.68%
LUTR.L vs. UB74.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUTR.L SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF | -0.85% | 5.48% | -5.76% | 2.50% | -28.88% | -4.85% | 16.61% | 16.93% | -1.71% | 8.58% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 0.42% | 5.33% | 4.00% | 3.54% | -3.88% | -0.34% | 2.59% | 4.28% | 1.07% | 0.03% |
Correlation
The correlation between LUTR.L and UB74.L is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Feb 23, 2016 | 0.15 |
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Return for Risk
LUTR.L vs. UB74.L — Risk / Return Rank
LUTR.L
UB74.L
LUTR.L vs. UB74.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (LUTR.L) and UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.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.
| LUTR.L | UB74.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.14 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 2.98 | -2.36 |
| Martin ratioReturn relative to average drawdown | 1.65 | 9.02 | -7.37 |
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
| LUTR.L | UB74.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.81 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 0.35 | -0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.33 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | 0.28 | -0.34 |
Drawdowns
LUTR.L vs. UB74.L - Drawdown Comparison
The maximum LUTR.L drawdown since its inception was -46.52%, which is greater than UB74.L's maximum drawdown of -7.38%. Use the drawdown chart below to compare losses from any high point for LUTR.L and UB74.L.
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Drawdown Indicators
| LUTR.L | UB74.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.52% | -7.38% | -39.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.01% | -1.13% | -5.88% |
Max Drawdown (3Y)Largest decline over 3 years | -17.06% | -1.55% | -15.51% |
Max Drawdown (5Y)Largest decline over 5 years | -40.30% | -6.96% | -33.34% |
Max Drawdown (10Y)Largest decline over 10 years | -46.52% | -7.38% | -39.14% |
Current DrawdownCurrent decline from peak | -37.53% | -0.39% | -37.14% |
Average DrawdownAverage peak-to-trough decline | -20.79% | -1.34% | -19.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 0.37% | +2.26% |
Volatility
LUTR.L vs. UB74.L - Volatility Comparison
SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (LUTR.L) has a higher volatility of 3.27% compared to UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.L) at 1.43%. This indicates that LUTR.L's price experiences larger fluctuations and is considered to be riskier than UB74.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUTR.L | UB74.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 1.43% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 6.09% | 3.39% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.84% | 4.16% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 5.06% | +8.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.27% | 5.11% | +8.16% |
LUTR.L vs. UB74.L - Expense Ratio Comparison
LUTR.L has a 0.15% expense ratio, which is higher than UB74.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
LUTR.L vs. UB74.L - Dividend Comparison
LUTR.L's dividend yield for the trailing twelve months is around 4.63%, more than UB74.L's 3.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUTR.L SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF | 4.63% | 4.40% | 4.22% | 3.13% | 2.56% | 1.72% | 1.91% | 3.60% | 2.49% | 2.61% | 1.14% | 0.00% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 3.69% | 4.94% | 3.67% | 2.23% | 0.41% | 0.36% | 1.68% | 2.28% | 1.10% | 0.65% | 0.62% | 0.41% |
Frequently Asked Questions
LUTR.L and UB74.L have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UB74.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB74.L is cheaper with a 0.05% expense ratio, compared with 0.15% for LUTR.L.
LUTR.L tracks Bloomberg US Treasury 10+ Year Index, while UB74.L tracks Bloomberg US 1-3 Year Treasury Bond Index. They also come from different issuers: State Street and UBS. Their fees differ too: 0.15% for LUTR.L and 0.05% for UB74.L.
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