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SSHY.L vs. TRE7.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SSHY.L vs. TRE7.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Dist (SSHY.L) and Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRE7.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SSHY.L is traded in GBP, while TRE7.L is traded in USD. To make them comparable, the TRE7.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, SSHY.L achieves a 1.51% return, which is significantly higher than TRE7.L's -0.03% return.


SSHY.L

1D
0.17%
1M
1.33%
YTD
1.51%
6M
1.49%
1Y
8.19%
3Y*
5.91%
5Y*
6.31%
10Y*
6.28%

TRE7.L

1D
0.20%
1M
0.87%
YTD
-0.03%
6M
-0.78%
1Y
4.24%
3Y*
1.09%
5Y*
1.46%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SSHY.L vs. TRE7.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SSHY.L
PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Dist
1.51%1.40%10.17%5.51%6.56%5.70%0.33%4.99%
TRE7.L
Invesco US Treasury Bond 3-7 Year UCITS ETF Dist
-0.03%-0.33%3.87%-0.96%1.41%-1.42%3.84%2.68%

Correlation

The correlation between SSHY.L and TRE7.L is 0.64, 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

0.64

Correlation (3Y)
Calculated over the trailing 3-year period

0.65

Correlation (5Y)
Calculated over the trailing 5-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Jan 15, 2019

0.58

The correlation between SSHY.L and TRE7.L has been stable across timeframes, ranging from 0.58 to 0.65 - a consistent structural relationship.

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Return for Risk

SSHY.L vs. TRE7.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSHY.L
SSHY.L Risk / Return Rank: 4343
Overall Rank
SSHY.L Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SSHY.L Sortino Ratio Rank: 4343
Sortino Ratio Rank
SSHY.L Omega Ratio Rank: 4141
Omega Ratio Rank
SSHY.L Calmar Ratio Rank: 4646
Calmar Ratio Rank
SSHY.L Martin Ratio Rank: 4343
Martin Ratio Rank

TRE7.L
TRE7.L Risk / Return Rank: 3030
Overall Rank
TRE7.L Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
TRE7.L Sortino Ratio Rank: 3131
Sortino Ratio Rank
TRE7.L Omega Ratio Rank: 3030
Omega Ratio Rank
TRE7.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
TRE7.L Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SSHY.L vs. TRE7.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Dist (SSHY.L) and Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRE7.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.


SSHY.LTRE7.LDifference
Sharpe ratioReturn per unit of total volatility

+0.77

Sortino ratioReturn per unit of downside risk

+1.15

Omega ratioGain probability vs. loss probability

1.26

1.12

+0.14

Calmar ratioReturn relative to maximum drawdown

2.25

0.76

+1.49

Martin ratioReturn relative to average drawdown

6.90

2.01

+4.89

SSHY.L vs. TRE7.L - Sharpe Ratio Comparison

The current SSHY.L Sharpe Ratio is 1.44, which is higher than the TRE7.L Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of SSHY.L and TRE7.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SSHY.LTRE7.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

0.67

+0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.17

+0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.14

+0.47

Drawdowns

SSHY.L vs. TRE7.L - Drawdown Comparison

The maximum SSHY.L drawdown since its inception was -15.94%, smaller than the maximum TRE7.L drawdown of -20.08%. Use the drawdown chart below to compare losses from any high point for SSHY.L and TRE7.L.


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Drawdown Indicators


SSHY.LTRE7.LDifference

Max Drawdown

Largest peak-to-trough decline

-15.94%

-20.08%

+4.14%

Max Drawdown (1Y)

Largest decline over 1 year

-3.63%

-5.58%

+1.95%

Max Drawdown (3Y)

Largest decline over 3 years

-9.91%

-7.61%

-2.30%

Max Drawdown (5Y)

Largest decline over 5 years

-10.24%

-16.00%

+5.76%

Max Drawdown (10Y)

Largest decline over 10 years

-15.94%

Current Drawdown

Current decline from peak

-0.89%

-12.65%

+11.76%

Average Drawdown

Average peak-to-trough decline

-4.30%

-12.36%

+8.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.18%

2.10%

-0.92%

Volatility

SSHY.L vs. TRE7.L - Volatility Comparison

PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Dist (SSHY.L) and Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRE7.L) have volatilities of 1.59% and 1.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SSHY.LTRE7.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.59%

1.62%

-0.03%

Volatility (6M)

Calculated over the trailing 6-month period

4.03%

5.03%

-1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

5.67%

6.34%

-0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.58%

8.55%

-0.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.16%

8.91%

+0.25%

SSHY.L vs. TRE7.L - Expense Ratio Comparison

SSHY.L has a 0.55% expense ratio, which is higher than TRE7.L's 0.06% expense ratio.


Dividends

SSHY.L vs. TRE7.L - Dividend Comparison

SSHY.L's dividend yield for the trailing twelve months is around 7.07%, more than TRE7.L's 4.14% yield.


PositionTTM20252024202320222021202020192018201720162015
SSHY.L
PIMCO US Short-Term High Yield Corporate Bond Index UCITS ETF Dist
7.07%7.33%7.48%6.52%4.86%4.47%5.24%5.27%5.10%5.48%4.92%5.11%
TRE7.L
Invesco US Treasury Bond 3-7 Year UCITS ETF Dist
4.14%4.09%4.23%3.61%1.72%0.87%1.29%1.89%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SSHY.L and TRE7.L have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TRE7.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRE7.L is cheaper with a 0.06% expense ratio, compared with 0.55% for SSHY.L.

SSHY.L is categorized as High Yield Bonds, while TRE7.L is Government Bonds. SSHY.L tracks Bloomberg US Corporate High Yield TR USD, while TRE7.L tracks Bloomberg US 3-7 Year Treasury Bond Index. They also come from different issuers: PIMCO and Invesco. Their fees differ too: 0.55% for SSHY.L and 0.06% for TRE7.L.

Portfolio Optimizer

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