TRD7.DE vs. UEFI.DE
TRD7.DE (Invesco US Treasury Bond 3-7 Year 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 - TRD7.DE tracks the Bloomberg US 3-7 Year Treasury Bond Index while UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, TRD7.DE returned 2.55%/yr vs -0.43%/yr for UEFI.DE. Their correlation of 0.86 suggests significant overlap in exposure. TRD7.DE charges 0.06%/yr vs 0.05%/yr for UEFI.DE.
Performance
TRD7.DE vs. UEFI.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TRD7.DE achieves a 0.62% return, which is significantly lower than UEFI.DE's 1.01% return.
TRD7.DE
- 1D
- 0.05%
- 1M
- 0.58%
- YTD
- 0.62%
- 6M
- -0.45%
- 1Y
- 0.69%
- 3Y*
- 2.16%
- 5Y*
- 2.55%
- 10Y*
- —
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.75%
- YTD
- 1.01%
- 6M
- 0.40%
- 1Y
- 0.89%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
TRD7.DE vs. UEFI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TRD7.DE Invesco US Treasury Bond 3-7 Year UCITS ETF Dist | 0.62% | -5.07% | 9.77% | 4.23% | -2.71% | 6.61% | -1.37% | 6.86% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -0.27% | 7.65% |
Correlation
The correlation between TRD7.DE and UEFI.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2019 | 0.86 |
The correlation between TRD7.DE and UEFI.DE has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TRD7.DE vs. UEFI.DE — Risk / Return Rank
TRD7.DE
UEFI.DE
TRD7.DE vs. UEFI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRD7.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.
| TRD7.DE | UEFI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.05 | +0.11 |
| Martin ratioReturn relative to average drawdown | 0.41 | 0.08 | +0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| TRD7.DE | UEFI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.04 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | -0.03 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | -0.00 | +0.34 |
Drawdowns
TRD7.DE vs. UEFI.DE - Drawdown Comparison
The maximum TRD7.DE drawdown since its inception was -12.09%, smaller than the maximum UEFI.DE drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for TRD7.DE and UEFI.DE.
Loading charts...
Drawdown Indicators
| TRD7.DE | UEFI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.09% | -32.63% | +20.54% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -16.26% | +12.14% |
Max Drawdown (3Y)Largest decline over 3 years | -10.16% | -16.26% | +6.10% |
Max Drawdown (5Y)Largest decline over 5 years | -10.30% | -16.26% | +5.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.99% | — |
Current DrawdownCurrent decline from peak | -6.97% | -17.90% | +10.93% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -14.47% | +9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 10.93% | -9.28% |
Volatility
TRD7.DE vs. UEFI.DE - Volatility Comparison
Invesco US Treasury Bond 3-7 Year UCITS ETF Dist (TRD7.DE) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) have volatilities of 0.76% and 0.74%, 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.
Loading charts...
Volatility by Period
| TRD7.DE | UEFI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 0.74% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.83% | 3.69% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.40% | 21.96% | -16.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.68% | 13.03% | -5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.31% | 16.60% | -9.29% |
TRD7.DE vs. UEFI.DE - Expense Ratio Comparison
TRD7.DE has a 0.06% 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
TRD7.DE vs. UEFI.DE - Dividend Comparison
TRD7.DE's dividend yield for the trailing twelve months is around 3.55%, more than UEFI.DE's 2.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRD7.DE Invesco US Treasury Bond 3-7 Year UCITS ETF Dist | 3.55% | 3.67% | 5.86% | 7.13% | 2.92% | 1.54% | 2.59% | 3.26% | 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
With a correlation of 0.92, TRD7.DE and UEFI.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.06% for TRD7.DE.
TRD7.DE tracks Bloomberg US 3-7 Year Treasury Bond Index, while UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: Invesco and UBS. Their fees differ too: 0.06% for TRD7.DE and 0.05% for UEFI.DE.
Find the right allocation for TRD7.DE and UEFI.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer