PortfoliosLab logoPortfoliosLab logo
TRFE.DE vs. VGTY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TRFE.DE vs. VGTY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco US Treasury Bond UCITS ETF EUR Hdg Dist (TRFE.DE) and Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TRFE.DE achieves a -1.24% return, which is significantly lower than VGTY.DE's 2.87% return.


TRFE.DE

1D
-0.16%
1M
0.24%
6M
-0.59%
YTD
-1.24%
1Y
1.02%
3Y*
1.17%
5Y*
10Y*

VGTY.DE

1D
-0.05%
1M
1.91%
6M
2.81%
YTD
2.87%
1Y
6.01%
3Y*
1.47%
5Y*
0.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRFE.DE vs. VGTY.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
TRFE.DE
Invesco US Treasury Bond UCITS ETF EUR Hdg Dist
-1.24%4.63%-1.17%1.55%4.74%
VGTY.DE
Vanguard USD Treasury Bond UCITS ETF Distributing
2.87%-5.53%6.49%0.32%-6.36%

Correlation

The correlation between TRFE.DE and VGTY.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.11

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

0.32

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2022

0.38

Over the past year, the correlation between TRFE.DE and VGTY.DE has dropped to 0.11 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.

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

TRFE.DE vs. VGTY.DE — Risk / Return Rank

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

TRFE.DE
TRFE.DE Risk / Return Rank: 1212
Overall Rank
TRFE.DE Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
TRFE.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
TRFE.DE Omega Ratio Rank: 1111
Omega Ratio Rank
TRFE.DE Calmar Ratio Rank: 1313
Calmar Ratio Rank
TRFE.DE Martin Ratio Rank: 1313
Martin Ratio Rank

VGTY.DE
VGTY.DE Risk / Return Rank: 3434
Overall Rank
VGTY.DE Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
VGTY.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
VGTY.DE Omega Ratio Rank: 3434
Omega Ratio Rank
VGTY.DE Calmar Ratio Rank: 3434
Calmar Ratio Rank
VGTY.DE Martin Ratio Rank: 3131
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.

TRFE.DE vs. VGTY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco US Treasury Bond UCITS ETF EUR Hdg Dist (TRFE.DE) and Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.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.


TRFE.DEVGTY.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.84

Sortino ratioReturn per unit of downside risk

-1.25

Omega ratioGain probability vs. loss probability

1.05

1.20

-0.15

Calmar ratioReturn relative to maximum drawdown

0.30

1.50

-1.20

Martin ratioReturn relative to average drawdown

0.79

3.90

-3.11

TRFE.DE vs. VGTY.DE - Sharpe Ratio Comparison

The current TRFE.DE Sharpe Ratio is 0.26, which is lower than the VGTY.DE Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of TRFE.DE and VGTY.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.


Loading charts...

Drawdowns

TRFE.DE vs. VGTY.DE - Drawdown Comparison

The maximum TRFE.DE drawdown since its inception was -17.11%, roughly equal to the maximum VGTY.DE drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for TRFE.DE and VGTY.DE.


Loading charts...

Drawdown Indicators


TRFE.DEVGTY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.11%

-17.51%

+0.40%

Max Drawdown (1Y)

Largest decline over 1 year

-3.40%

-3.98%

+0.58%

Max Drawdown (3Y)

Largest decline over 3 years

-5.46%

-11.05%

+5.59%

Max Drawdown (5Y)

Largest decline over 5 years

-12.99%

Current Drawdown

Current decline from peak

-9.71%

-11.40%

+1.69%

Average Drawdown

Average peak-to-trough decline

-10.82%

-9.06%

-1.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.29%

1.54%

-0.25%

Volatility

TRFE.DE vs. VGTY.DE - Volatility Comparison

The current volatility for Invesco US Treasury Bond UCITS ETF EUR Hdg Dist (TRFE.DE) is 0.87%, while Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE) has a volatility of 1.57%. This indicates that TRFE.DE experiences smaller price fluctuations and is considered to be less risky than VGTY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


TRFE.DEVGTY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.87%

1.57%

-0.70%

Volatility (6M)

Calculated over the trailing 6-month period

2.72%

3.81%

-1.09%

Volatility (1Y)

Calculated over the trailing 1-year period

3.98%

5.47%

-1.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.23%

7.99%

+3.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.23%

7.66%

+3.57%

TRFE.DE vs. VGTY.DE - Expense Ratio Comparison

TRFE.DE has a 0.10% expense ratio, which is higher than VGTY.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

TRFE.DE vs. VGTY.DE - Dividend Comparison

TRFE.DE's dividend yield for the trailing twelve months is around 4.27%, more than VGTY.DE's 4.19% yield.


PositionTTM202520242023202220212020201920182017
TRFE.DE
Invesco US Treasury Bond UCITS ETF EUR Hdg Dist
4.27%4.10%4.30%3.77%1.74%0.00%0.00%0.00%0.00%0.00%
VGTY.DE
Vanguard USD Treasury Bond UCITS ETF Distributing
4.19%4.49%3.94%3.47%2.14%1.17%1.67%2.35%2.28%0.30%

Frequently Asked Questions


TRFE.DE and VGTY.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

VGTY.DE is cheaper with a 0.05% expense ratio, compared with 0.10% for TRFE.DE.

TRFE.DE tracks Bloomberg U.S. Treasury Total Return Index, while VGTY.DE tracks Bloomberg Global Aggregate US Treasury Float Adjusted Index. They also come from different issuers: Invesco and Vanguard. Their fees differ too: 0.10% for TRFE.DE and 0.05% for VGTY.DE.

Portfolio Optimizer

Find the right allocation for TRFE.DE and VGTY.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