MDBU.L vs. IBTM.L
Compare and contrast key facts about UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.L) and iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.L).
MDBU.L and IBTM.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MDBU.L is a passively managed fund by UBS that tracks the performance of the Bloomberg US Government TR USD. It was launched on Nov 8, 2018. IBTM.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Government TR USD. It was launched on Dec 8, 2006. Both MDBU.L and IBTM.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDBU.L or IBTM.L.
Correlation
The correlation between MDBU.L and IBTM.L is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MDBU.L vs. IBTM.L - Performance Comparison
Key characteristics
MDBU.L:
0.77
IBTM.L:
0.63
MDBU.L:
1.22
IBTM.L:
0.98
MDBU.L:
1.14
IBTM.L:
1.11
MDBU.L:
0.36
IBTM.L:
0.20
MDBU.L:
2.70
IBTM.L:
2.36
MDBU.L:
1.74%
IBTM.L:
1.95%
MDBU.L:
6.05%
IBTM.L:
7.33%
MDBU.L:
-18.04%
IBTM.L:
-25.39%
MDBU.L:
-8.57%
IBTM.L:
-19.19%
Returns By Period
In the year-to-date period, MDBU.L achieves a -0.03% return, which is significantly lower than IBTM.L's 0.14% return.
MDBU.L
-0.03%
-1.97%
4.51%
4.51%
0.94%
N/A
IBTM.L
0.14%
-1.43%
2.31%
4.60%
-0.71%
3.44%
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MDBU.L vs. IBTM.L - Expense Ratio Comparison
MDBU.L has a 0.18% expense ratio, which is higher than IBTM.L'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%.
Risk-Adjusted Performance
MDBU.L vs. IBTM.L — Risk-Adjusted Performance Rank
MDBU.L
IBTM.L
MDBU.L vs. IBTM.L - Risk-Adjusted Performance 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.L) and iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.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.
Dividends
MDBU.L vs. IBTM.L - Dividend Comparison
MDBU.L's dividend yield for the trailing twelve months is around 3.70%, less than IBTM.L's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDBU.L UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis | 3.70% | 2.14% | 1.92% | 0.75% | 0.74% | 1.73% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTM.L iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 5.00% | 5.00% | 3.93% | 2.34% | 1.57% | 2.13% | 3.25% | 3.07% | 2.64% | 2.40% | 3.01% | 3.44% |
Drawdowns
MDBU.L vs. IBTM.L - Drawdown Comparison
The maximum MDBU.L drawdown since its inception was -18.04%, smaller than the maximum IBTM.L drawdown of -25.39%. Use the drawdown chart below to compare losses from any high point for MDBU.L and IBTM.L. For additional features, visit the drawdowns tool.
Volatility
MDBU.L vs. IBTM.L - Volatility Comparison
The current volatility for UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.L) is 1.26%, while iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IBTM.L) has a volatility of 1.93%. This indicates that MDBU.L experiences smaller price fluctuations and is considered to be less risky than IBTM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.