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SYB4.DE vs. EGV3.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SYB4.DE vs. EGV3.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Bloomberg 3-5 Year Euro Government Bond UCITS ETF (SYB4.DE) and Amundi Euro Government Bond 1-3Y UCITS ETF Dist (EGV3.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

Over the past 10 years, SYB4.DE has underperformed EGV3.DE with an annualized return of 0.08%, while EGV3.DE has yielded a comparatively higher 0.19% annualized return.


SYB4.DE

1D
0.00%
1M
-0.03%
YTD
-0.38%
6M
-0.09%
1Y
0.71%
3Y*
2.76%
5Y*
-0.32%
10Y*
0.08%

EGV3.DE

1D
0.04%
1M
0.01%
YTD
0.00%
6M
0.11%
1Y
0.81%
3Y*
2.53%
5Y*
0.55%
10Y*
0.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SYB4.DE vs. EGV3.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SYB4.DE
SPDR Bloomberg 3-5 Year Euro Government Bond UCITS ETF
-0.38%2.77%2.23%5.10%-9.96%-1.30%1.04%1.90%-0.16%-0.03%
EGV3.DE
Amundi Euro Government Bond 1-3Y UCITS ETF Dist
-0.00%2.11%3.01%3.26%-4.93%-0.90%-0.43%0.21%0.06%-0.44%

Correlation

The correlation between SYB4.DE and EGV3.DE is 0.73, 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

0.73

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

0.87

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

0.91

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

0.74

Correlation (All Time)
Calculated using the full available price history since Dec 4, 2014

0.75

The correlation between SYB4.DE and EGV3.DE shifts across timeframes, from 0.73 (1 year) to 0.91 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SYB4.DE vs. EGV3.DE — Risk / Return Rank

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

SYB4.DE
SYB4.DE Risk / Return Rank: 1010
Overall Rank
SYB4.DE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
SYB4.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
SYB4.DE Omega Ratio Rank: 1010
Omega Ratio Rank
SYB4.DE Calmar Ratio Rank: 1111
Calmar Ratio Rank
SYB4.DE Martin Ratio Rank: 1111
Martin Ratio Rank

EGV3.DE
EGV3.DE Risk / Return Rank: 1616
Overall Rank
EGV3.DE Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
EGV3.DE Sortino Ratio Rank: 1616
Sortino Ratio Rank
EGV3.DE Omega Ratio Rank: 1717
Omega Ratio Rank
EGV3.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
EGV3.DE Martin Ratio Rank: 1717
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.

SYB4.DE vs. EGV3.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 3-5 Year Euro Government Bond UCITS ETF (SYB4.DE) and Amundi Euro Government Bond 1-3Y UCITS ETF Dist (EGV3.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.


SYB4.DEEGV3.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.54

Omega ratioGain probability vs. loss probability

1.03

1.10

-0.07

Calmar ratioReturn relative to maximum drawdown

0.16

0.54

-0.38

Martin ratioReturn relative to average drawdown

0.46

1.68

-1.22

SYB4.DE vs. EGV3.DE - Sharpe Ratio Comparison

The current SYB4.DE Sharpe Ratio is 0.14, which is lower than the EGV3.DE Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of SYB4.DE and EGV3.DE, 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


SYB4.DEEGV3.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.14

0.49

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

0.32

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.03

0.09

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.41

-0.31

Drawdowns

SYB4.DE vs. EGV3.DE - Drawdown Comparison

The maximum SYB4.DE drawdown since its inception was -12.16%, which is greater than EGV3.DE's maximum drawdown of -8.42%. Use the drawdown chart below to compare losses from any high point for SYB4.DE and EGV3.DE.


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Drawdown Indicators


SYB4.DEEGV3.DEDifference

Max Drawdown

Largest peak-to-trough decline

-12.16%

-8.42%

-3.74%

Max Drawdown (1Y)

Largest decline over 1 year

-2.39%

-1.20%

-1.19%

Max Drawdown (3Y)

Largest decline over 3 years

-2.39%

-1.20%

-1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-11.98%

-6.05%

-5.93%

Max Drawdown (10Y)

Largest decline over 10 years

-12.16%

-8.42%

-3.74%

Current Drawdown

Current decline from peak

-2.41%

-0.56%

-1.85%

Average Drawdown

Average peak-to-trough decline

-2.79%

-1.56%

-1.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

0.39%

+0.45%

Volatility

SYB4.DE vs. EGV3.DE - Volatility Comparison

SPDR Bloomberg 3-5 Year Euro Government Bond UCITS ETF (SYB4.DE) has a higher volatility of 1.26% compared to Amundi Euro Government Bond 1-3Y UCITS ETF Dist (EGV3.DE) at 0.53%. This indicates that SYB4.DE's price experiences larger fluctuations and is considered to be riskier than EGV3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SYB4.DEEGV3.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.26%

0.53%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

2.54%

1.22%

+1.32%

Volatility (1Y)

Calculated over the trailing 1-year period

2.84%

1.33%

+1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.66%

1.67%

+1.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.90%

2.13%

+0.77%

SYB4.DE vs. EGV3.DE - Expense Ratio Comparison

SYB4.DE has a 0.15% expense ratio, which is lower than EGV3.DE's 0.17% 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

SYB4.DE vs. EGV3.DE - Dividend Comparison

SYB4.DE's dividend yield for the trailing twelve months is around 2.42%, more than EGV3.DE's 1.57% yield.


PositionTTM20252024202320222021202020192018201720162015
EGV3.DE
Amundi Euro Government Bond 1-3Y UCITS ETF Dist
1.57%1.57%1.36%1.13%1.46%2.49%1.11%0.65%0.89%0.00%0.00%0.00%
SYB4.DE
SPDR Bloomberg 3-5 Year Euro Government Bond UCITS ETF
2.42%2.50%2.27%0.44%0.00%0.00%0.00%0.00%0.00%0.00%0.11%0.12%

Frequently Asked Questions


SYB4.DE and EGV3.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SYB4.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SYB4.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for EGV3.DE.

SYB4.DE tracks Bloomberg Euro Treasury 50bn 3-5 Year Bond, while EGV3.DE tracks Bloomberg Euro Treasury 50bn 1-3 Year Bond. They also come from different issuers: State Street and Amundi. Their fees differ too: 0.15% for SYB4.DE and 0.17% for EGV3.DE.

Portfolio Optimizer

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