SXRM.DE vs. UEFI.DE
SXRM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Acc)) and UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - SXRM.DE tracks the ICE US Treasury 7-10 Year while UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 10 years, SXRM.DE returned 0.77%/yr vs 0.38%/yr for UEFI.DE. A 0.67 correlation means they provide meaningful diversification when combined. SXRM.DE charges 0.07%/yr vs 0.05%/yr for UEFI.DE.
Performance
SXRM.DE vs. UEFI.DE - Performance Comparison
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Different Trading Currencies
SXRM.DE is traded in USD, while UEFI.DE is traded in EUR. To make them comparable, the UEFI.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, SXRM.DE achieves a -0.65% return, which is significantly lower than UEFI.DE's -0.15% return. Over the past 10 years, SXRM.DE has outperformed UEFI.DE with an annualized return of 0.77%, while UEFI.DE has yielded a comparatively lower 0.38% annualized return.
SXRM.DE
- 1D
- 0.24%
- 1M
- -0.48%
- YTD
- -0.65%
- 6M
- -0.41%
- 1Y
- 3.87%
- 3Y*
- 2.71%
- 5Y*
- -0.94%
- 10Y*
- 0.77%
UEFI.DE
- 1D
- 0.16%
- 1M
- -0.26%
- YTD
- -0.15%
- 6M
- 0.00%
- 1Y
- 2.74%
- 3Y*
- 2.12%
- 5Y*
- -1.35%
- 10Y*
- 0.38%
SXRM.DE vs. UEFI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) | -0.65% | 8.56% | -0.51% | 3.57% | -14.85% | -3.03% | 9.74% | 9.02% | 0.38% | 2.66% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | -0.17% | 7.23% | -1.13% | 2.85% | -14.79% | -3.39% | 9.47% | 8.54% | 0.14% | 2.27% |
Correlation
The correlation between SXRM.DE and UEFI.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Feb 3, 2012 | 0.67 |
Over the past year, the correlation between SXRM.DE and UEFI.DE has dropped to 0.44 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
SXRM.DE vs. UEFI.DE — Risk / Return Rank
SXRM.DE
UEFI.DE
SXRM.DE vs. UEFI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.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.
| SXRM.DE | UEFI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.13 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.18 | +0.76 |
| Martin ratioReturn relative to average drawdown | 2.93 | 0.25 | +2.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SXRM.DE | UEFI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.12 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | -0.11 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.02 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | -0.04 | +0.28 |
Drawdowns
SXRM.DE vs. UEFI.DE - Drawdown Comparison
The maximum SXRM.DE drawdown since its inception was -23.31%, smaller than the maximum UEFI.DE drawdown of -29.01%. Use the drawdown chart below to compare losses from any high point for SXRM.DE and UEFI.DE.
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Drawdown Indicators
| SXRM.DE | UEFI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.31% | -29.01% | +5.70% |
Max Drawdown (1Y)Largest decline over 1 year | -4.02% | -14.41% | +10.39% |
Max Drawdown (3Y)Largest decline over 3 years | -7.24% | -14.41% | +7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -21.40% | +0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -23.31% | -24.26% | +0.95% |
Current DrawdownCurrent decline from peak | -10.40% | -14.87% | +4.47% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -18.27% | +11.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 10.62% | -9.33% |
Volatility
SXRM.DE vs. UEFI.DE - Volatility Comparison
iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) (SXRM.DE) has a higher volatility of 1.83% compared to UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) at 0.94%. This indicates that SXRM.DE's price experiences larger fluctuations and is considered to be riskier than UEFI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRM.DE | UEFI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 0.94% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 2.83% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.64% | 21.73% | -17.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.37% | 12.49% | -5.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.30% | 16.53% | -10.23% |
SXRM.DE vs. UEFI.DE - Expense Ratio Comparison
SXRM.DE has a 0.07% expense ratio, which is higher than UEFI.DE's 0.05% 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
SXRM.DE vs. UEFI.DE - Dividend Comparison
SXRM.DE has not paid dividends to shareholders, while UEFI.DE's dividend yield for the trailing twelve months is around 2.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXRM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
Frequently Asked Questions
SXRM.DE and UEFI.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.07% for SXRM.DE.
SXRM.DE tracks ICE US Treasury 7-10 Year, while UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.07% for SXRM.DE and 0.05% for UEFI.DE.
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