UB74.L vs. SGSU.L
UB74.L (UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis) and SGSU.L (iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist)) are both exchange-traded funds - UB74.L is a Government Bonds fund tracking the Bloomberg US 1-3 Year Treasury Bond Index, while SGSU.L is a Short-Term Bond fund tracking the Bloomberg MSCI US Corporate 0-3 ESG SRI Index (USD). Both are passively managed. Over the past 5 years, UB74.L returned 2.35%/yr vs 2.53%/yr for SGSU.L. At a correlation of -0.09, they often move in opposite directions. UB74.L charges 0.05%/yr vs 0.14%/yr for SGSU.L.
Performance
UB74.L vs. SGSU.L - Performance Comparison
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Different Trading Currencies
UB74.L is traded in GBp, while SGSU.L is traded in GBP. To make them comparable, the SGSU.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, UB74.L achieves a 0.81% return, which is significantly lower than SGSU.L's 1.47% return.
UB74.L
- 1D
- 0.28%
- 1M
- -0.21%
- 6M
- 0.35%
- YTD
- 0.81%
- 1Y
- 2.87%
- 3Y*
- 3.20%
- 5Y*
- 2.35%
- 10Y*
- 1.43%
SGSU.L
- 1D
- -0.21%
- 1M
- -0.00%
- 6M
- 1.25%
- YTD
- 1.47%
- 1Y
- 3.87%
- 3Y*
- 4.82%
- 5Y*
- 2.53%
- 10Y*
- —
UB74.L vs. SGSU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 0.81% | -2.06% | 5.76% | -1.66% | 7.62% | 0.57% | -0.46% | -2.63% |
SGSU.L iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) | 1.47% | 5.12% | 5.16% | 4.29% | -2.66% | -0.43% | 2.44% | 0.80% |
Correlation
The correlation between UB74.L and SGSU.L is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.10 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | -0.09 |
The correlation between UB74.L and SGSU.L shifts across timeframes, from -0.19 (1 year) to -0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UB74.L vs. SGSU.L — Risk / Return Rank
UB74.L
SGSU.L
UB74.L vs. SGSU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.L) and iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.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.
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.
| UB74.L | SGSU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.87 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.71 | -0.63 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 9.26 | -8.64 |
| Martin ratioReturn relative to average drawdown | 1.55 | 28.87 | -27.33 |
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Drawdowns
UB74.L vs. SGSU.L - Drawdown Comparison
The maximum UB74.L drawdown since its inception was -41.53%, which is greater than SGSU.L's maximum drawdown of -8.45%. Use the drawdown chart below to compare losses from any high point for UB74.L and SGSU.L.
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Drawdown Indicators
| UB74.L | SGSU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -8.45% | -33.08% |
Max Drawdown (1Y)Largest decline over 1 year | -4.61% | -0.42% | -4.19% |
Max Drawdown (3Y)Largest decline over 3 years | -8.93% | -0.62% | -8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -4.83% | -11.51% |
Max Drawdown (10Y)Largest decline over 10 years | -18.81% | — | — |
Current DrawdownCurrent decline from peak | -10.45% | -0.21% | -10.24% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -0.84% | -20.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 0.13% | +1.72% |
Volatility
UB74.L vs. SGSU.L - Volatility Comparison
UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.L) has a higher volatility of 1.22% compared to iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) at 0.48%. This indicates that UB74.L's price experiences larger fluctuations and is considered to be riskier than SGSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UB74.L | SGSU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 0.48% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 4.50% | 1.22% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.07% | 1.73% | +4.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.06% | 2.14% | +5.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.59% | 3.02% | +5.57% |
UB74.L vs. SGSU.L - Expense Ratio Comparison
UB74.L has a 0.05% expense ratio, which is lower than SGSU.L's 0.14% 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
UB74.L vs. SGSU.L - Dividend Comparison
UB74.L's dividend yield for the trailing twelve months is around 3.69%, less than SGSU.L's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGSU.L iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) | 4.47% | 4.60% | 4.62% | 3.98% | 1.67% | 0.79% | 3.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 3.69% | 4.94% | 3.67% | 2.22% | 0.41% | 0.36% | 1.68% | 2.28% | 1.10% | 0.65% | 0.62% | 0.41% |
Frequently Asked Questions
UB74.L and SGSU.L have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UB74.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB74.L is cheaper with a 0.05% expense ratio, compared with 0.14% for SGSU.L.
UB74.L is categorized as Government Bonds, while SGSU.L is Short-Term Bond. UB74.L tracks Bloomberg US 1-3 Year Treasury Bond Index, while SGSU.L tracks Bloomberg MSCI US Corporate 0-3 ESG SRI Index (USD). They also come from different issuers: UBS and iShares. Their fees differ too: 0.05% for UB74.L and 0.14% for SGSU.L.
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