UB82.L vs. CU71.L
UB82.L (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and CU71.L (iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)) are both Government Bonds funds - UB82.L tracks the Bloomberg US 7-10 Year Treasury Bond Index while CU71.L tracks the ICE U.S. Treasury 3-7 Year Bond Index. Both are passively managed. Over the past 5 years, UB82.L returned 0.01%/yr vs 1.42%/yr for CU71.L. At a 0.40 correlation, their price movements are largely independent. UB82.L charges 0.05%/yr vs 0.07%/yr for CU71.L.
Performance
UB82.L vs. CU71.L - Performance Comparison
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Returns By Period
In the year-to-date period, UB82.L achieves a -0.11% return, which is significantly higher than CU71.L's -0.39% return.
UB82.L
- 1D
- 0.14%
- 1M
- 1.11%
- YTD
- -0.11%
- 6M
- -1.72%
- 1Y
- 4.20%
- 3Y*
- -0.32%
- 5Y*
- 0.01%
- 10Y*
- —
CU71.L
- 1D
- 0.05%
- 1M
- 0.94%
- YTD
- -0.39%
- 6M
- -1.09%
- 1Y
- 3.97%
- 3Y*
- 1.07%
- 5Y*
- 1.42%
- 10Y*
- 2.15%
UB82.L vs. CU71.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | -0.11% | 0.56% | 0.48% | -3.11% | -6.16% | -0.72% | 4.31% | 7.61% | 4.05% | 0.00% |
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | -0.39% | -0.08% | 3.77% | -1.43% | 1.45% | -1.10% | 3.33% | 2.76% | 7.03% | -2.59% |
Correlation
The correlation between UB82.L and CU71.L is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2017 | 0.40 |
Over the past year, UB82.L and CU71.L have become more correlated (0.90) than their long-term average of 0.40, meaning their price movements have been converging.
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Return for Risk
UB82.L vs. CU71.L — Risk / Return Rank
UB82.L
CU71.L
UB82.L vs. CU71.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) and iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.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.
| UB82.L | CU71.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.12 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.79 | +0.18 |
| Martin ratioReturn relative to average drawdown | 2.37 | 1.94 | +0.43 |
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
| UB82.L | CU71.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.66 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.17 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.26 | -0.14 |
Drawdowns
UB82.L vs. CU71.L - Drawdown Comparison
The maximum UB82.L drawdown since its inception was -23.85%, which is greater than CU71.L's maximum drawdown of -20.50%. Use the drawdown chart below to compare losses from any high point for UB82.L and CU71.L.
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Drawdown Indicators
| UB82.L | CU71.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.85% | -20.50% | -3.35% |
Max Drawdown (1Y)Largest decline over 1 year | -4.86% | -5.02% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -7.79% | -7.33% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -15.69% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.50% | — |
Current DrawdownCurrent decline from peak | -19.32% | -13.34% | -5.98% |
Average DrawdownAverage peak-to-trough decline | -16.83% | -10.11% | -6.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.04% | +0.11% |
Volatility
UB82.L vs. CU71.L - Volatility Comparison
UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) and iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) have volatilities of 1.50% and 1.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UB82.L | CU71.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.50% | 1.45% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 4.44% | 4.32% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.57% | 5.96% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 8.27% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.00% | 9.55% | +6.45% |
UB82.L vs. CU71.L - Expense Ratio Comparison
UB82.L has a 0.05% expense ratio, which is lower than CU71.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
UB82.L vs. CU71.L - Dividend Comparison
UB82.L's dividend yield for the trailing twelve months is around 3.10%, while CU71.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.10% | 2.20% | 2.52% | 2.82% | 1.33% | 0.99% | 1.81% | 1.93% | 2.69% |
Frequently Asked Questions
With a correlation of 0.90, UB82.L and CU71.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, UB82.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB82.L is cheaper with a 0.05% expense ratio, compared with 0.07% for CU71.L.
UB82.L tracks Bloomberg US 7-10 Year Treasury Bond Index, while CU71.L tracks ICE U.S. Treasury 3-7 Year Bond Index. They also come from different issuers: UBS and iShares. Their fees differ too: 0.05% for UB82.L and 0.07% for CU71.L.
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