SYB5.DE vs. UEFI.DE
SYB5.DE (State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist)) and UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - SYB5.DE tracks the Bloomberg Sterling 1-5 Year Aggregate Gilts Bond Index while UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 10 years, SYB5.DE returned 0.47%/yr vs 0.19%/yr for UEFI.DE. At a 0.30 correlation, their price movements are largely independent. SYB5.DE charges 0.15%/yr vs 0.05%/yr for UEFI.DE.
Performance
SYB5.DE vs. UEFI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SYB5.DE achieves a 3.56% return, which is significantly higher than UEFI.DE's 2.95% return. Over the past 10 years, SYB5.DE has outperformed UEFI.DE with an annualized return of 0.47%, while UEFI.DE has yielded a comparatively lower 0.19% annualized return.
SYB5.DE
- 1D
- 0.86%
- 1M
- 1.86%
- 6M
- 2.51%
- YTD
- 3.56%
- 1Y
- 4.93%
- 3Y*
- 4.85%
- 5Y*
- 1.12%
- 10Y*
- 0.47%
UEFI.DE
- 1D
- 0.15%
- 1M
- 1.48%
- 6M
- 1.96%
- YTD
- 2.95%
- 1Y
- 4.95%
- 3Y*
- 2.00%
- 5Y*
- -0.85%
- 10Y*
- 0.19%
SYB5.DE vs. UEFI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SYB5.DE State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) | 3.56% | 0.33% | 6.69% | 5.72% | -10.68% | 5.60% | -4.05% | 6.95% | -1.42% | -4.07% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.95% | -4.76% | 5.09% | -0.05% | -9.74% | 5.04% | 0.06% | 11.40% | 5.58% | -10.24% |
Correlation
The correlation between SYB5.DE and UEFI.DE is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since May 18, 2012 | 0.30 |
Over the past year, the correlation between SYB5.DE and UEFI.DE has dropped to 0.10 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.
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Return for Risk
SYB5.DE vs. UEFI.DE — Risk / Return Rank
SYB5.DE
UEFI.DE
SYB5.DE vs. UEFI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) (SYB5.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SYB5.DE | UEFI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.26 | +1.17 |
| Martin ratioReturn relative to average drawdown | 6.39 | 3.30 | +3.10 |
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Drawdowns
SYB5.DE vs. UEFI.DE - Drawdown Comparison
The maximum SYB5.DE drawdown since its inception was -26.72%, smaller than the maximum UEFI.DE drawdown of -33.55%. Use the drawdown chart below to compare losses from any high point for SYB5.DE and UEFI.DE.
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Drawdown Indicators
| SYB5.DE | UEFI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.72% | -33.55% | +6.83% |
Max Drawdown (1Y)Largest decline over 1 year | -2.02% | -3.91% | +1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -4.43% | -10.74% | +6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -15.56% | -15.68% | +0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -16.19% | -22.74% | +6.55% |
Current DrawdownCurrent decline from peak | -9.88% | -15.40% | +5.52% |
Average DrawdownAverage peak-to-trough decline | -13.58% | -14.52% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.50% | -0.73% |
Volatility
SYB5.DE vs. UEFI.DE - Volatility Comparison
State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) (SYB5.DE) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) have volatilities of 1.36% and 1.37%, 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
| SYB5.DE | UEFI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 1.37% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 3.50% | 3.69% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.56% | 5.32% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.29% | 8.87% | -2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.93% | 15.11% | -8.18% |
SYB5.DE vs. UEFI.DE - Expense Ratio Comparison
SYB5.DE has a 0.15% 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
SYB5.DE vs. UEFI.DE - Dividend Comparison
SYB5.DE's dividend yield for the trailing twelve months is around 3.54%, more than UEFI.DE's 3.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SYB5.DE State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) | 3.54% | 3.52% | 2.66% | 1.30% | 0.19% | 0.12% | 0.48% | 0.57% | 0.40% | 0.54% | 0.94% | 0.99% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.03% | 2.22% | 2.44% | 2.79% | 1.42% | 0.98% | 2.00% | 2.11% | 2.73% | 1.95% | 0.85% | 0.88% |
Frequently Asked Questions
SYB5.DE and UEFI.DE have a correlation of 0.10, 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 0.15% for SYB5.DE.
SYB5.DE tracks Bloomberg Sterling 1-5 Year Aggregate Gilts Bond Index, while UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: State Street and UBS. Their fees differ too: 0.15% for SYB5.DE and 0.05% for UEFI.DE.
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