U10G.L vs. 500G.L
U10G.L (Amundi US Treasury Bond 10+Y UCITS ETF Dist) and 500G.L (Amundi S&P 500 Swap UCITS ETF USD Acc) are both exchange-traded funds - U10G.L is a Government Bonds fund tracking the Bloomberg US Long Treasury Index, while 500G.L is a S&P 500 fund tracking the S&P 500. Both are passively managed. Over the past 10 years, U10G.L returned -3.32%/yr vs 16.24%/yr for 500G.L. At a 0.05 correlation, their price movements are largely independent. U10G.L charges 0.06%/yr vs 0.15%/yr for 500G.L.
Performance
U10G.L vs. 500G.L - Performance Comparison
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Returns By Period
In the year-to-date period, U10G.L achieves a -0.78% return, which is significantly lower than 500G.L's 10.57% return. Over the past 10 years, U10G.L has underperformed 500G.L with an annualized return of -3.32%, while 500G.L has yielded a comparatively higher 16.24% annualized return.
U10G.L
- 1D
- 0.33%
- 1M
- 1.53%
- YTD
- -0.78%
- 6M
- -4.85%
- 1Y
- 1.76%
- 3Y*
- -6.24%
- 5Y*
- -6.94%
- 10Y*
- -3.32%
500G.L
- 1D
- -0.04%
- 1M
- 5.53%
- YTD
- 10.57%
- 6M
- 10.49%
- 1Y
- 29.21%
- 3Y*
- 19.12%
- 5Y*
- 15.05%
- 10Y*
- 16.24%
U10G.L vs. 500G.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
U10G.L Amundi US Treasury Bond 10+Y UCITS ETF Dist | -0.78% | -5.06% | -7.24% | -5.81% | -22.57% | -5.74% | 10.21% | 8.17% | 0.97% | -4.47% |
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc | 10.57% | 9.44% | 27.44% | 19.89% | -8.86% | 31.35% | 13.81% | 27.01% | 0.05% | 10.79% |
Correlation
The correlation between U10G.L and 500G.L is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since May 6, 2016 | 0.05 |
The correlation between U10G.L and 500G.L shifts across timeframes, from 0.01 (5 years) to 0.14 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
U10G.L vs. 500G.L — Risk / Return Rank
U10G.L
500G.L
U10G.L vs. 500G.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) and Amundi S&P 500 Swap UCITS ETF USD Acc (500G.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.
| U10G.L | 500G.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.58 | ||
| Sortino ratioReturn per unit of downside risk | -3.29 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.51 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | 0.17 | 4.08 | -3.92 |
| Martin ratioReturn relative to average drawdown | 0.32 | 15.27 | -14.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| U10G.L | 500G.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 2.76 | -2.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.47 | 1.05 | -1.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.21 | 1.05 | -1.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.19 | 1.07 | -1.27 |
Drawdowns
U10G.L vs. 500G.L - Drawdown Comparison
The maximum U10G.L drawdown since its inception was -52.98%, which is greater than 500G.L's maximum drawdown of -25.52%. Use the drawdown chart below to compare losses from any high point for U10G.L and 500G.L.
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Drawdown Indicators
| U10G.L | 500G.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.98% | -25.52% | -27.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -7.12% | -3.37% |
Max Drawdown (3Y)Largest decline over 3 years | -20.41% | -21.12% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -41.90% | -21.12% | -20.78% |
Max Drawdown (10Y)Largest decline over 10 years | -52.98% | -25.52% | -27.46% |
Current DrawdownCurrent decline from peak | -51.32% | -0.22% | -51.10% |
Average DrawdownAverage peak-to-trough decline | -27.54% | -3.29% | -24.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.48% | 1.91% | +3.57% |
Volatility
U10G.L vs. 500G.L - Volatility Comparison
The current volatility for Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) is 2.19%, while Amundi S&P 500 Swap UCITS ETF USD Acc (500G.L) has a volatility of 2.65%. This indicates that U10G.L experiences smaller price fluctuations and is considered to be less risky than 500G.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| U10G.L | 500G.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.19% | 2.65% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 7.13% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.77% | 10.55% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 14.31% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 15.54% | +0.57% |
U10G.L vs. 500G.L - Expense Ratio Comparison
U10G.L has a 0.06% expense ratio, which is lower than 500G.L's 0.15% 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
U10G.L vs. 500G.L - Dividend Comparison
U10G.L's dividend yield for the trailing twelve months is around 0.04%, while 500G.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
500G.L Amundi S&P 500 Swap UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
U10G.L Amundi US Treasury Bond 10+Y UCITS ETF Dist | 0.04% | 0.03% | 0.03% | 0.03% | 0.03% | 0.02% | 0.02% | 0.03% | 0.03% | 0.03% | 0.04% |
Frequently Asked Questions
U10G.L and 500G.L have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, U10G.L is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
U10G.L is cheaper with a 0.06% expense ratio, compared with 0.15% for 500G.L.
U10G.L is categorized as Government Bonds, while 500G.L is S&P 500. U10G.L tracks Bloomberg US Long Treasury Index, while 500G.L tracks S&P 500. Their fees differ too: 0.06% for U10G.L and 0.15% for 500G.L.
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