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SUSD.L vs. UC84.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SUSD.L vs. UC84.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF (SUSD.L) and UBS ETF (LU) Bloomberg US Liquid Corporates UCITS ETF (USD) A-dis (UC84.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SUSD.L is traded in GBP, while UC84.L is traded in GBp. To make them comparable, the UC84.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, SUSD.L achieves a 1.34% return, which is significantly higher than UC84.L's 0.32% return. Over the past 10 years, SUSD.L has outperformed UC84.L with an annualized return of 3.36%, while UC84.L has yielded a comparatively lower 3.15% annualized return.


SUSD.L

1D
0.05%
1M
1.52%
YTD
1.34%
6M
0.80%
1Y
5.70%
3Y*
2.52%
5Y*
4.04%
10Y*
3.36%

UC84.L

1D
0.23%
1M
1.54%
YTD
0.32%
6M
-0.15%
1Y
6.36%
3Y*
2.40%
5Y*
1.22%
10Y*
3.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SUSD.L vs. UC84.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SUSD.L
SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF
1.34%-1.69%7.18%-0.46%9.68%1.10%-0.39%1.34%7.32%-7.71%
UC84.L
UBS ETF (LU) Bloomberg US Liquid Corporates UCITS ETF (USD) A-dis
0.32%0.41%3.96%2.43%-7.77%-0.84%6.02%13.64%2.44%-3.36%

Correlation

The correlation between SUSD.L and UC84.L is 0.77, 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

0.77

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

0.67

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

0.66

Correlation (10Y)
Calculated over the trailing 10-year period

0.75

Correlation (All Time)
Calculated using the full available price history since Nov 11, 2014

0.77

The correlation between SUSD.L and UC84.L shifts across timeframes, from 0.66 (5 years) to 0.77 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SUSD.L vs. UC84.L — Risk / Return Rank

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

SUSD.L
SUSD.L Risk / Return Rank: 2525
Overall Rank
SUSD.L Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
SUSD.L Sortino Ratio Rank: 2525
Sortino Ratio Rank
SUSD.L Omega Ratio Rank: 2424
Omega Ratio Rank
SUSD.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
SUSD.L Martin Ratio Rank: 2525
Martin Ratio Rank

UC84.L
UC84.L Risk / Return Rank: 2828
Overall Rank
UC84.L Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
UC84.L Sortino Ratio Rank: 3030
Sortino Ratio Rank
UC84.L Omega Ratio Rank: 2828
Omega Ratio Rank
UC84.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
UC84.L Martin Ratio Rank: 2525
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.

SUSD.L vs. UC84.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF (SUSD.L) and UBS ETF (LU) Bloomberg US Liquid Corporates UCITS ETF (USD) A-dis (UC84.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.


SUSD.LUC84.LDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.15

1.18

-0.03

Calmar ratioReturn relative to maximum drawdown

1.26

1.31

-0.05

Martin ratioReturn relative to average drawdown

3.31

3.20

+0.10

SUSD.L vs. UC84.L - Sharpe Ratio Comparison

The current SUSD.L Sharpe Ratio is 0.87, which is comparable to the UC84.L Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of SUSD.L and UC84.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


SUSD.LUC84.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.87

1.04

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.13

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.30

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.39

+0.01

Drawdowns

SUSD.L vs. UC84.L - Drawdown Comparison

The maximum SUSD.L drawdown since its inception was -15.18%, smaller than the maximum UC84.L drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for SUSD.L and UC84.L.


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Drawdown Indicators


SUSD.LUC84.LDifference

Max Drawdown

Largest peak-to-trough decline

-15.18%

-18.73%

+3.55%

Max Drawdown (1Y)

Largest decline over 1 year

-4.27%

-4.83%

+0.56%

Max Drawdown (3Y)

Largest decline over 3 years

-9.03%

-8.52%

-0.51%

Max Drawdown (5Y)

Largest decline over 5 years

-15.18%

-14.49%

-0.69%

Max Drawdown (10Y)

Largest decline over 10 years

-15.18%

-18.73%

+3.55%

Current Drawdown

Current decline from peak

-3.84%

-8.33%

+4.49%

Average Drawdown

Average peak-to-trough decline

-5.84%

-8.19%

+2.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

1.98%

-0.35%

Volatility

SUSD.L vs. UC84.L - Volatility Comparison

SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF (SUSD.L) has a higher volatility of 1.75% compared to UBS ETF (LU) Bloomberg US Liquid Corporates UCITS ETF (USD) A-dis (UC84.L) at 1.50%. This indicates that SUSD.L's price experiences larger fluctuations and is considered to be riskier than UC84.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SUSD.LUC84.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.75%

1.50%

+0.25%

Volatility (6M)

Calculated over the trailing 6-month period

4.50%

4.47%

+0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

6.19%

6.08%

+0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.17%

9.08%

-0.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.23%

10.40%

-1.17%

SUSD.L vs. UC84.L - Expense Ratio Comparison

SUSD.L has a 0.12% expense ratio, which is lower than UC84.L's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SUSD.L vs. UC84.L - Dividend Comparison

SUSD.L's dividend yield for the trailing twelve months is around 4.60%, less than UC84.L's 5.52% yield.


PositionTTM20252024202320222021202020192018201720162015
SUSD.L
SPDR Bloomberg 0-3 Year US Corporate Bond UCITS ETF
4.60%4.91%4.20%3.11%1.14%1.80%2.77%2.57%1.66%1.74%1.28%1.00%
UC84.L
UBS ETF (LU) Bloomberg US Liquid Corporates UCITS ETF (USD) A-dis
5.52%4.82%4.55%4.27%2.69%2.28%3.02%3.48%3.37%2.98%3.21%1.40%

Frequently Asked Questions


SUSD.L and UC84.L have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SUSD.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SUSD.L is cheaper with a 0.12% expense ratio, compared with 0.18% for UC84.L.

SUSD.L tracks Bloomberg US Corp 1-3 Yr TR USD, while UC84.L tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: State Street and UBS. Their fees differ too: 0.12% for SUSD.L and 0.18% for UC84.L.

Portfolio Optimizer

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