UB82.L vs. IDTM.L
UB82.L (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and IDTM.L (iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist)) are both Government Bonds funds - UB82.L tracks the Bloomberg US 7-10 Year Treasury Bond Index while IDTM.L tracks the ICE U.S. Treasury 7-10 Year Bond Index. Both are passively managed. Over the past 10 years, UB82.L returned 0.43%/yr vs 0.65%/yr for IDTM.L. Their correlation of 0.85 suggests significant overlap in exposure. UB82.L charges 0.05%/yr vs 0.07%/yr for IDTM.L.
Performance
UB82.L vs. IDTM.L - Performance Comparison
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Different Trading Currencies
UB82.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
The year-to-date returns for both stocks are quite close, with UB82.L having a 2.02% return and IDTM.L slightly lower at 1.94%. Over the past 10 years, UB82.L has underperformed IDTM.L with an annualized return of 0.43%, while IDTM.L has yielded a comparatively higher 0.65% annualized return.
UB82.L
- 1D
- -0.20%
- 1M
- 2.27%
- YTD
- 2.02%
- 6M
- 2.75%
- 1Y
- 5.88%
- 3Y*
- 1.22%
- 5Y*
- -0.10%
- 10Y*
- 0.43%
IDTM.L
- 1D
- 0.01%
- 1M
- 3.06%
- YTD
- 1.94%
- 6M
- 2.81%
- 1Y
- 7.46%
- 3Y*
- 1.71%
- 5Y*
- 0.18%
- 10Y*
- 0.65%
UB82.L vs. IDTM.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 | 2.02% | -0.40% | 1.34% | -2.28% | -4.86% | -1.84% | 5.95% | 5.47% | 6.36% | -6.70% |
IDTM.L iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) | 1.94% | 0.71% | 1.59% | -1.65% | -4.78% | -2.16% | 6.51% | 4.88% | 6.51% | -6.23% |
Correlation
The correlation between UB82.L and IDTM.L is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Feb 2, 2012 | 0.85 |
The correlation between UB82.L and IDTM.L shifts across timeframes, from 0.66 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UB82.L vs. IDTM.L — Risk / Return Rank
UB82.L
IDTM.L
UB82.L vs. IDTM.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 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.
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.
| UB82.L | IDTM.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.26 | -0.05 |
| Martin ratioReturn relative to average drawdown | 2.94 | 3.13 | -0.18 |
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Drawdowns
UB82.L vs. IDTM.L - Drawdown Comparison
The maximum UB82.L drawdown since its inception was -44.55%, which is greater than IDTM.L's maximum drawdown of -25.69%. Use the drawdown chart below to compare losses from any high point for UB82.L and IDTM.L.
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Drawdown Indicators
| UB82.L | IDTM.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.55% | -25.69% | -18.86% |
Max Drawdown (1Y)Largest decline over 1 year | -4.86% | -5.90% | +1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -7.79% | -7.89% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -16.40% | -16.93% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -27.42% | -25.69% | -1.73% |
Current DrawdownCurrent decline from peak | -21.47% | -18.30% | -3.17% |
Average DrawdownAverage peak-to-trough decline | -23.84% | -11.15% | -12.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.38% | -0.39% |
Volatility
UB82.L vs. IDTM.L - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) is 1.51%, while iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) (IDTM.L) has a volatility of 1.86%. This indicates that UB82.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
| UB82.L | IDTM.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 1.86% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 4.38% | 5.52% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.96% | 6.86% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.43% | 9.81% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.06% | 10.22% | -0.16% |
UB82.L vs. IDTM.L - Expense Ratio Comparison
UB82.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
UB82.L vs. IDTM.L - Dividend Comparison
UB82.L's dividend yield for the trailing twelve months is around 3.04%, less than IDTM.L's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDTM.L iShares USD Treasury Bond 7-10yr UCITS ETF USD (Dist) | 4.29% | 4.11% | 3.99% | 3.09% | 1.95% | 1.16% | 1.56% | 2.46% | 2.40% | 1.95% | 1.95% | 2.04% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.04% | 2.20% | 2.49% | 2.80% | 1.34% | 1.02% | 1.82% | 1.98% | 2.70% | 1.92% | 0.84% | 0.83% |
Frequently Asked Questions
UB82.L and IDTM.L have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 IDTM.L.
UB82.L tracks Bloomberg US 7-10 Year Treasury Bond Index, while IDTM.L tracks ICE U.S. Treasury 7-10 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 IDTM.L.
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