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TSY3.L vs. IDTM.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TSY3.L vs. IDTM.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in SPDR Bloomberg 1-3 Year US Treasury Bond UCITS ETF (TSY3.L) and iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TSY3.L is traded in GBP, while IDTM.L is traded in USD. To make them comparable, the IDTM.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, TSY3.L achieves a 0.72% return, which is significantly higher than IDTM.L's -1.07% return. Over the past 10 years, TSY3.L has underperformed IDTM.L with an annualized return of 2.44%, while IDTM.L has yielded a comparatively higher 23.94% annualized return.


TSY3.L

1D
0.10%
1M
1.10%
YTD
0.72%
6M
0.32%
1Y
4.44%
3Y*
1.49%
5Y*
2.87%
10Y*
2.44%

IDTM.L

1D
0.21%
1M
0.30%
YTD
-1.07%
6M
-1.79%
1Y
3.78%
3Y*
-0.08%
5Y*
35.18%
10Y*
23.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TSY3.L vs. IDTM.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TSY3.L
SPDR Bloomberg 1-3 Year US Treasury Bond UCITS ETF
0.72%-2.00%5.79%-1.65%7.59%0.51%-0.46%0.22%7.27%-8.65%
IDTM.L
iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist)
-1.07%-0.32%2.89%-2.26%142.77%190.59%6.17%4.30%5.87%-6.66%

Correlation

The correlation between TSY3.L and IDTM.L is 0.57, 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

0.57

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

0.55

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

0.58

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

0.66

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2013

0.66

The correlation between TSY3.L and IDTM.L shifts across timeframes, from 0.55 (3 years) to 0.66 (10 years), reflecting how their relationship changes across market environments.

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Return for Risk

TSY3.L vs. IDTM.L — Risk / Return Rank

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

TSY3.L
TSY3.L Risk / Return Rank: 2121
Overall Rank
TSY3.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
TSY3.L Sortino Ratio Rank: 2121
Sortino Ratio Rank
TSY3.L Omega Ratio Rank: 2020
Omega Ratio Rank
TSY3.L Calmar Ratio Rank: 2222
Calmar Ratio Rank
TSY3.L Martin Ratio Rank: 2121
Martin Ratio Rank

IDTM.L
IDTM.L Risk / Return Rank: 1818
Overall Rank
IDTM.L Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
IDTM.L Sortino Ratio Rank: 1818
Sortino Ratio Rank
IDTM.L Omega Ratio Rank: 1818
Omega Ratio Rank
IDTM.L Calmar Ratio Rank: 1818
Calmar Ratio Rank
IDTM.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.

TSY3.L vs. IDTM.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 1-3 Year US Treasury Bond UCITS ETF (TSY3.L) and iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.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.


TSY3.LIDTM.LDifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

+0.27

Omega ratioGain probability vs. loss probability

1.13

1.10

+0.03

Calmar ratioReturn relative to maximum drawdown

0.98

0.59

+0.39

Martin ratioReturn relative to average drawdown

2.50

1.41

+1.09

TSY3.L vs. IDTM.L - Sharpe Ratio Comparison

The current TSY3.L Sharpe Ratio is 0.72, which is higher than the IDTM.L Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of TSY3.L and IDTM.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


TSY3.LIDTM.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

0.54

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.44

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.39

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.37

-0.06

Drawdowns

TSY3.L vs. IDTM.L - Drawdown Comparison

The maximum TSY3.L drawdown since its inception was -18.75%, smaller than the maximum IDTM.L drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for TSY3.L and IDTM.L.


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Drawdown Indicators


TSY3.LIDTM.LDifference

Max Drawdown

Largest peak-to-trough decline

-18.75%

-24.40%

+5.65%

Max Drawdown (1Y)

Largest decline over 1 year

-4.50%

-6.37%

+1.87%

Max Drawdown (3Y)

Largest decline over 3 years

-8.92%

-8.36%

-0.56%

Max Drawdown (5Y)

Largest decline over 5 years

-16.38%

-17.31%

+0.93%

Max Drawdown (10Y)

Largest decline over 10 years

-18.75%

-21.41%

+2.66%

Current Drawdown

Current decline from peak

-7.69%

-11.85%

+4.16%

Average Drawdown

Average peak-to-trough decline

-7.81%

-9.12%

+1.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.77%

2.68%

-0.91%

Volatility

TSY3.L vs. IDTM.L - Volatility Comparison

The current volatility for SPDR Bloomberg 1-3 Year US Treasury Bond UCITS ETF (TSY3.L) is 1.67%, while iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.L) has a volatility of 2.13%. This indicates that TSY3.L experiences smaller price fluctuations and is considered to be less risky than IDTM.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TSY3.LIDTM.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.67%

2.13%

-0.46%

Volatility (6M)

Calculated over the trailing 6-month period

4.50%

5.50%

-1.00%

Volatility (1Y)

Calculated over the trailing 1-year period

6.14%

6.92%

-0.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.21%

79.51%

-71.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.29%

60.68%

-51.39%

TSY3.L vs. IDTM.L - Expense Ratio Comparison

TSY3.L has a 0.05% expense ratio, which is lower than IDTM.L's 0.07% 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

TSY3.L vs. IDTM.L - Dividend Comparison

TSY3.L's dividend yield for the trailing twelve months is around 3.92%, more than IDTM.L's 3.25% yield.


PositionTTM20252024202320222021202020192018201720162015
IDTM.L
iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist)
3.25%3.11%5.23%2.48%66.26%84.42%1.24%1.92%1.82%1.49%1.45%0.00%
TSY3.L
SPDR Bloomberg 1-3 Year US Treasury Bond UCITS ETF
3.92%4.25%4.07%3.02%0.60%0.56%1.84%2.14%1.31%1.04%0.63%0.52%

Frequently Asked Questions


TSY3.L and IDTM.L have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TSY3.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TSY3.L is cheaper with a 0.05% expense ratio, compared with 0.07% for IDTM.L.

TSY3.L tracks Bloomberg US 1-3 Year Treasury Bond Index, while IDTM.L tracks ICE U.S. Treasury 7-10 Year Bond Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.05% for TSY3.L and 0.07% for IDTM.L.

Portfolio Optimizer

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