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TREX.L vs. VUTA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TREX.L vs. VUTA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco US Treasury Bond 7-10 Year UCITS ETF Dist (TREX.L) and Vanguard USD Treasury Bond UCITS ETF Accumulating (VUTA.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TREX.L is traded in USD, while VUTA.L is traded in GBP. To make them comparable, the VUTA.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, TREX.L achieves a -0.77% return, which is significantly lower than VUTA.L's -0.21% return.


TREX.L

1D
0.23%
1M
-0.49%
YTD
-0.77%
6M
-0.32%
1Y
3.99%
3Y*
2.76%
5Y*
-0.91%
10Y*

VUTA.L

1D
0.26%
1M
-0.22%
YTD
-0.21%
6M
0.09%
1Y
3.64%
3Y*
2.79%
5Y*
-0.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TREX.L vs. VUTA.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TREX.L
Invesco US Treasury Bond 7-10 Year UCITS ETF Dist
-0.77%8.42%-0.22%3.57%-14.95%-3.02%9.77%7.10%
VUTA.L
Vanguard USD Treasury Bond UCITS ETF Accumulating
-0.21%6.34%0.80%3.29%-12.37%-1.98%7.15%7.18%

Correlation

The correlation between TREX.L and VUTA.L is 0.54, 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

0.54

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

0.70

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

0.70

Correlation (All Time)
Calculated using the full available price history since Feb 22, 2019

0.69

The correlation between TREX.L and VUTA.L shifts across timeframes, from 0.54 (1 year) to 0.70 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

TREX.L vs. VUTA.L — Risk / Return Rank

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

TREX.L
TREX.L Risk / Return Rank: 2424
Overall Rank
TREX.L Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
TREX.L Sortino Ratio Rank: 2525
Sortino Ratio Rank
TREX.L Omega Ratio Rank: 2424
Omega Ratio Rank
TREX.L Calmar Ratio Rank: 2222
Calmar Ratio Rank
TREX.L Martin Ratio Rank: 2424
Martin Ratio Rank

VUTA.L
VUTA.L Risk / Return Rank: 2121
Overall Rank
VUTA.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
VUTA.L Sortino Ratio Rank: 2222
Sortino Ratio Rank
VUTA.L Omega Ratio Rank: 2121
Omega Ratio Rank
VUTA.L Calmar Ratio Rank: 2020
Calmar Ratio Rank
VUTA.L Martin Ratio Rank: 1919
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.

TREX.L vs. VUTA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco US Treasury Bond 7-10 Year UCITS ETF Dist (TREX.L) and Vanguard USD Treasury Bond UCITS ETF Accumulating (VUTA.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.


TREX.LVUTA.LDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.23

Omega ratioGain probability vs. loss probability

1.15

1.12

+0.03

Calmar ratioReturn relative to maximum drawdown

0.99

1.13

-0.14

Martin ratioReturn relative to average drawdown

3.06

3.29

-0.23

TREX.L vs. VUTA.L - Sharpe Ratio Comparison

The current TREX.L Sharpe Ratio is 0.87, which is comparable to the VUTA.L Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of TREX.L and VUTA.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


TREX.LVUTA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.87

0.70

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

-0.06

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.16

-0.01

Drawdowns

TREX.L vs. VUTA.L - Drawdown Comparison

The maximum TREX.L drawdown since its inception was -23.36%, which is greater than VUTA.L's maximum drawdown of -19.22%. Use the drawdown chart below to compare losses from any high point for TREX.L and VUTA.L.


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Drawdown Indicators


TREX.LVUTA.LDifference

Max Drawdown

Largest peak-to-trough decline

-23.36%

-19.22%

-4.14%

Max Drawdown (1Y)

Largest decline over 1 year

-3.96%

-3.10%

-0.86%

Max Drawdown (3Y)

Largest decline over 3 years

-7.40%

-5.46%

-1.94%

Max Drawdown (5Y)

Largest decline over 5 years

-20.95%

-16.63%

-4.32%

Current Drawdown

Current decline from peak

-10.25%

-7.42%

-2.83%

Average Drawdown

Average peak-to-trough decline

-9.97%

-8.42%

-1.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.28%

1.07%

+0.21%

Volatility

TREX.L vs. VUTA.L - Volatility Comparison

Invesco US Treasury Bond 7-10 Year UCITS ETF Dist (TREX.L) has a higher volatility of 1.83% compared to Vanguard USD Treasury Bond UCITS ETF Accumulating (VUTA.L) at 1.52%. This indicates that TREX.L's price experiences larger fluctuations and is considered to be riskier than VUTA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TREX.LVUTA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.83%

1.52%

+0.31%

Volatility (6M)

Calculated over the trailing 6-month period

3.29%

3.71%

-0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

4.53%

5.01%

-0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.48%

7.03%

+0.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.93%

7.21%

-0.28%

TREX.L vs. VUTA.L - Expense Ratio Comparison

TREX.L has a 0.06% expense ratio, which is higher than VUTA.L'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

TREX.L vs. VUTA.L - Dividend Comparison

TREX.L's dividend yield for the trailing twelve months is around 4.29%, while VUTA.L has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
TREX.L
Invesco US Treasury Bond 7-10 Year UCITS ETF Dist
4.29%4.23%4.34%3.48%2.41%1.63%1.81%1.10%
VUTA.L
Vanguard USD Treasury Bond UCITS ETF Accumulating
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


TREX.L and VUTA.L have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VUTA.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VUTA.L is cheaper with a 0.05% expense ratio, compared with 0.06% for TREX.L.

TREX.L tracks Bloomberg US 7-10 Year Treasury Bond Index, while VUTA.L tracks Bloomberg Global Aggregate US Treasury Float Adjusted Index. They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.06% for TREX.L and 0.05% for VUTA.L.

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