MDBU.DE vs. IUSM.DE
MDBU.DE (UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis) and IUSM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) are both Government Bonds funds - MDBU.DE tracks the Solactive Global Multilateral Development Bank Bond USD 25% Issuer Capped Index while IUSM.DE tracks the ICE US Treasury 7-10 Year. Both are passively managed. Over the past 5 years, MDBU.DE returned 1.99%/yr vs 0.13%/yr for IUSM.DE. A 0.79 correlation means they provide meaningful diversification when combined. MDBU.DE charges 0.18%/yr vs 0.07%/yr for IUSM.DE.
Performance
MDBU.DE vs. IUSM.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MDBU.DE achieves a 3.62% return, which is significantly higher than IUSM.DE's 3.43% return.
MDBU.DE
- 1D
- -0.21%
- 1M
- 2.58%
- YTD
- 3.62%
- 6M
- 3.96%
- 1Y
- 5.31%
- 3Y*
- 2.62%
- 5Y*
- 1.99%
- 10Y*
- —
IUSM.DE
- 1D
- -0.08%
- 1M
- 3.24%
- YTD
- 3.43%
- 6M
- 3.92%
- 1Y
- 6.04%
- 3Y*
- 1.53%
- 5Y*
- 0.13%
- 10Y*
- 0.29%
MDBU.DE vs. IUSM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MDBU.DE UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis | 3.62% | -5.25% | 8.54% | 0.91% | -1.87% | 6.72% | -4.48% | 7.59% | -11.06% |
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 3.43% | -3.56% | 5.27% | 0.00% | -9.60% | 5.10% | -0.01% | 11.55% | 3.87% |
Correlation
The correlation between MDBU.DE and IUSM.DE is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2018 | 0.79 |
The correlation between MDBU.DE and IUSM.DE has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.
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
MDBU.DE vs. IUSM.DE — Risk / Return Rank
MDBU.DE
IUSM.DE
MDBU.DE vs. IUSM.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.DE) and iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.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.
| MDBU.DE | IUSM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.35 | +0.05 |
| Martin ratioReturn relative to average drawdown | 3.65 | 3.48 | +0.17 |
Loading charts...
Drawdowns
MDBU.DE vs. IUSM.DE - Drawdown Comparison
The maximum MDBU.DE drawdown since its inception was -12.83%, smaller than the maximum IUSM.DE drawdown of -21.00%. Use the drawdown chart below to compare losses from any high point for MDBU.DE and IUSM.DE.
Loading charts...
Drawdown Indicators
| MDBU.DE | IUSM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.83% | -21.00% | +8.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.78% | -4.45% | +0.67% |
Max Drawdown (3Y)Largest decline over 3 years | -10.05% | -10.66% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -12.03% | -15.56% | +3.53% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.00% | — |
Current DrawdownCurrent decline from peak | -4.04% | -13.51% | +9.47% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -9.60% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.73% | -0.28% |
Volatility
MDBU.DE vs. IUSM.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.DE) is 1.29%, while iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) has a volatility of 1.43%. This indicates that MDBU.DE experiences smaller price fluctuations and is considered to be less risky than IUSM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MDBU.DE | IUSM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 1.43% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 4.10% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.49% | 5.78% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.20% | 8.96% | -1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.09% | 8.21% | -0.12% |
MDBU.DE vs. IUSM.DE - Expense Ratio Comparison
MDBU.DE has a 0.18% expense ratio, which is higher than IUSM.DE's 0.07% 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
MDBU.DE vs. IUSM.DE - Dividend Comparison
MDBU.DE's dividend yield for the trailing twelve months is around 3.06%, less than IUSM.DE's 4.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 4.20% | 4.25% | 3.91% | 3.15% | 2.01% | 1.12% | 1.71% | 2.49% | 2.39% | 2.07% | 1.85% | 2.03% |
MDBU.DE UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis | 3.06% | 4.10% | 2.09% | 1.92% | 0.79% | 0.71% | 1.79% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MDBU.DE and IUSM.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSM.DE is cheaper with a 0.07% expense ratio, compared with 0.18% for MDBU.DE.
MDBU.DE tracks Solactive Global Multilateral Development Bank Bond USD 25% Issuer Capped Index, while IUSM.DE tracks ICE US Treasury 7-10 Year. They also come from different issuers: UBS and iShares. Their fees differ too: 0.18% for MDBU.DE and 0.07% for IUSM.DE.
Find the right allocation for MDBU.DE and IUSM.DE
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