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TRS5.L vs. XUTD.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TRS5.L vs. XUTD.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF (TRS5.L) and Xtrackers II US Treasuries UCITS ETF 1D (XUTD.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TRS5.L achieves a -0.58% return, which is significantly lower than XUTD.L's -0.43% return. Over the past 10 years, TRS5.L has underperformed XUTD.L with an annualized return of 0.80%, while XUTD.L has yielded a comparatively higher 0.87% annualized return.


TRS5.L

1D
-0.18%
1M
-0.45%
YTD
-0.58%
6M
-0.35%
1Y
3.39%
3Y*
3.55%
5Y*
0.27%
10Y*
0.80%

XUTD.L

1D
-0.20%
1M
-0.20%
YTD
-0.43%
6M
-0.26%
1Y
3.91%
3Y*
2.77%
5Y*
-0.48%
10Y*
0.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TRS5.L vs. XUTD.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TRS5.L
SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF
-0.58%7.27%2.02%4.16%-9.49%-2.44%6.80%4.29%-0.46%-0.42%
XUTD.L
Xtrackers II US Treasuries UCITS ETF 1D
-0.43%6.38%0.77%3.91%-12.78%-2.45%7.94%7.21%0.66%2.22%

Correlation

The correlation between TRS5.L and XUTD.L 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

0.94

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

0.93

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

0.90

Correlation (All Time)
Calculated using the full available price history since Feb 23, 2016

0.90

The correlation between TRS5.L and XUTD.L has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

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Return for Risk

TRS5.L vs. XUTD.L — Risk / Return Rank

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

TRS5.L
TRS5.L Risk / Return Rank: 3131
Overall Rank
TRS5.L Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
TRS5.L Sortino Ratio Rank: 3333
Sortino Ratio Rank
TRS5.L Omega Ratio Rank: 3232
Omega Ratio Rank
TRS5.L Calmar Ratio Rank: 2828
Calmar Ratio Rank
TRS5.L Martin Ratio Rank: 3030
Martin Ratio Rank

XUTD.L
XUTD.L Risk / Return Rank: 2929
Overall Rank
XUTD.L Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
XUTD.L Sortino Ratio Rank: 2929
Sortino Ratio Rank
XUTD.L Omega Ratio Rank: 2828
Omega Ratio Rank
XUTD.L Calmar Ratio Rank: 2727
Calmar Ratio Rank
XUTD.L Martin Ratio Rank: 2828
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.

TRS5.L vs. XUTD.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF (TRS5.L) and Xtrackers II US Treasuries UCITS ETF 1D (XUTD.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.


TRS5.LXUTD.LDifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.21

1.19

+0.02

Calmar ratioReturn relative to maximum drawdown

1.36

1.28

+0.08

Martin ratioReturn relative to average drawdown

4.36

3.95

+0.41

TRS5.L vs. XUTD.L - Sharpe Ratio Comparison

The current TRS5.L Sharpe Ratio is 1.16, which is comparable to the XUTD.L Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of TRS5.L and XUTD.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


TRS5.LXUTD.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

1.06

+0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

-0.08

+0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.21

0.17

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.43

-0.21

Drawdowns

TRS5.L vs. XUTD.L - Drawdown Comparison

The maximum TRS5.L drawdown since its inception was -14.35%, smaller than the maximum XUTD.L drawdown of -19.61%. Use the drawdown chart below to compare losses from any high point for TRS5.L and XUTD.L.


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Drawdown Indicators


TRS5.LXUTD.LDifference

Max Drawdown

Largest peak-to-trough decline

-14.35%

-19.61%

+5.26%

Max Drawdown (1Y)

Largest decline over 1 year

-2.48%

-3.05%

+0.57%

Max Drawdown (3Y)

Largest decline over 3 years

-3.70%

-5.47%

+1.77%

Max Drawdown (5Y)

Largest decline over 5 years

-13.64%

-17.01%

+3.37%

Max Drawdown (10Y)

Largest decline over 10 years

-14.35%

-19.61%

+5.26%

Current Drawdown

Current decline from peak

-1.78%

-7.72%

+5.94%

Average Drawdown

Average peak-to-trough decline

-4.40%

-5.55%

+1.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.99%

-0.22%

Volatility

TRS5.L vs. XUTD.L - Volatility Comparison

The current volatility for SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF (TRS5.L) is 1.14%, while Xtrackers II US Treasuries UCITS ETF 1D (XUTD.L) has a volatility of 1.40%. This indicates that TRS5.L experiences smaller price fluctuations and is considered to be less risky than XUTD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TRS5.LXUTD.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.14%

1.40%

-0.26%

Volatility (6M)

Calculated over the trailing 6-month period

2.14%

2.62%

-0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

2.91%

3.67%

-0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.71%

5.76%

-1.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.81%

5.06%

-1.25%

TRS5.L vs. XUTD.L - Expense Ratio Comparison

TRS5.L has a 0.05% expense ratio, which is lower than XUTD.L's 0.06% 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

TRS5.L vs. XUTD.L - Dividend Comparison

TRS5.L's dividend yield for the trailing twelve months is around 3.94%, more than XUTD.L's 3.49% yield.


PositionTTM2025202420232022202120202019201820172016
TRS5.L
SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF
3.94%3.68%3.24%1.97%1.12%0.98%1.66%1.09%0.00%0.00%0.00%
XUTD.L
Xtrackers II US Treasuries UCITS ETF 1D
3.49%3.27%3.65%2.39%1.95%3.42%1.08%1.47%1.35%1.34%2.12%

Frequently Asked Questions


With a correlation of 0.92, TRS5.L and XUTD.L 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, TRS5.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRS5.L is cheaper with a 0.05% expense ratio, compared with 0.06% for XUTD.L.

TRS5.L tracks Bloomberg US 3-7 Year Treasury Bond Index, while XUTD.L tracks iBoxx USD Treasuries Index. They also come from different issuers: State Street and Xtrackers. Their fees differ too: 0.05% for TRS5.L and 0.06% for XUTD.L.

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