LUTR.L vs. UDVD.L
LUTR.L (SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF) and UDVD.L (SPDR S&P US Dividend Aristocrats UCITS ETF Dis) are both exchange-traded funds - LUTR.L is a Government Bonds fund tracking the Bloomberg US Treasury 10+ Year Index, while UDVD.L is a Large Cap Blend Equities fund tracking the S&P High Yield Dividend Aristocrats Index. Both are passively managed. Over the past 10 years, LUTR.L returned -0.95%/yr vs 8.82%/yr for UDVD.L. At a correlation of -0.08, they often move in opposite directions. LUTR.L charges 0.15%/yr vs 0.35%/yr for UDVD.L.
Performance
LUTR.L vs. UDVD.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LUTR.L achieves a -0.85% return, which is significantly lower than UDVD.L's 6.99% return. Over the past 10 years, LUTR.L has underperformed UDVD.L with an annualized return of -0.95%, while UDVD.L has yielded a comparatively higher 8.82% 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%
UDVD.L
- 1D
- 0.11%
- 1M
- 0.79%
- YTD
- 6.99%
- 6M
- 7.81%
- 1Y
- 12.89%
- 3Y*
- 9.74%
- 5Y*
- 5.66%
- 10Y*
- 8.82%
LUTR.L vs. UDVD.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% |
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 6.99% | 8.57% | 7.64% | 2.06% | -0.33% | 25.04% | 0.77% | 22.66% | -3.94% | 15.71% |
Correlation
The correlation between LUTR.L and UDVD.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.07 |
Correlation (All Time) Calculated using the full available price history since Feb 23, 2016 | -0.08 |
The correlation between LUTR.L and UDVD.L shifts across timeframes, from -0.08 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LUTR.L vs. UDVD.L — Risk / Return Rank
LUTR.L
UDVD.L
LUTR.L vs. UDVD.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 SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.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 | UDVD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.82 | -1.20 |
| Martin ratioReturn relative to average drawdown | 1.65 | 4.63 | -2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| LUTR.L | UDVD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.29 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | 0.41 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | 0.56 | -0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | 0.71 | -0.76 |
Drawdowns
LUTR.L vs. UDVD.L - Drawdown Comparison
The maximum LUTR.L drawdown since its inception was -46.52%, which is greater than UDVD.L's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for LUTR.L and UDVD.L.
Loading charts...
Drawdown Indicators
| LUTR.L | UDVD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.52% | -36.12% | -10.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.01% | -7.06% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -17.06% | -15.26% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -40.30% | -15.26% | -25.04% |
Max Drawdown (10Y)Largest decline over 10 years | -46.52% | -36.12% | -10.40% |
Current DrawdownCurrent decline from peak | -37.53% | -3.61% | -33.92% |
Average DrawdownAverage peak-to-trough decline | -20.79% | -3.44% | -17.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.78% | -0.15% |
Volatility
LUTR.L vs. UDVD.L - Volatility Comparison
SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (LUTR.L) has a higher volatility of 3.27% compared to SPDR S&P US Dividend Aristocrats UCITS ETF Dis (UDVD.L) at 2.64%. This indicates that LUTR.L's price experiences larger fluctuations and is considered to be riskier than UDVD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LUTR.L | UDVD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 2.64% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 6.09% | 7.08% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.84% | 9.92% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 13.92% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.27% | 15.70% | -2.43% |
LUTR.L vs. UDVD.L - Expense Ratio Comparison
LUTR.L has a 0.15% expense ratio, which is lower than UDVD.L's 0.35% expense ratio.
Dividends
LUTR.L vs. UDVD.L - Dividend Comparison
LUTR.L's dividend yield for the trailing twelve months is around 4.63%, more than UDVD.L's 2.05% 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% |
UDVD.L SPDR S&P US Dividend Aristocrats UCITS ETF Dis | 2.05% | 2.17% | 2.03% | 2.24% | 2.13% | 2.15% | 2.36% | 2.01% | 2.27% | 1.78% | 1.83% | 2.06% |
Frequently Asked Questions
LUTR.L and UDVD.L have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LUTR.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LUTR.L is cheaper with a 0.15% expense ratio, compared with 0.35% for UDVD.L.
LUTR.L is categorized as Government Bonds, while UDVD.L is Large Cap Blend Equities. LUTR.L tracks Bloomberg US Treasury 10+ Year Index, while UDVD.L tracks S&P High Yield Dividend Aristocrats Index. Their fees differ too: 0.15% for LUTR.L and 0.35% for UDVD.L.
Find the right allocation for LUTR.L and UDVD.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer