UEFI.DE vs. SPP3.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and SPP3.DE (SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF) are both Government Bonds funds - UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index while SPP3.DE tracks the Bloomberg US 3-7 Year Treasury Bond. Both are passively managed. Over the past 10 years, UEFI.DE returned 0.15%/yr vs 1.16%/yr for SPP3.DE. Their correlation of 0.80 suggests significant overlap in exposure. UEFI.DE charges 0.05%/yr vs 0.15%/yr for SPP3.DE.
Performance
UEFI.DE vs. SPP3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEFI.DE achieves a 1.01% return, which is significantly higher than SPP3.DE's 0.86% return. Over the past 10 years, UEFI.DE has underperformed SPP3.DE with an annualized return of 0.15%, while SPP3.DE has yielded a comparatively higher 1.16% annualized return.
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.90%
- YTD
- 1.01%
- 6M
- 0.27%
- 1Y
- 1.25%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
SPP3.DE
- 1D
- 0.03%
- 1M
- 0.72%
- YTD
- 0.86%
- 6M
- 0.17%
- 1Y
- 1.75%
- 3Y*
- 0.87%
- 5Y*
- 1.43%
- 10Y*
- 1.16%
UEFI.DE vs. SPP3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -0.27% | 10.89% | 5.09% | -10.40% |
SPP3.DE SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF | 0.86% | -4.58% | 7.72% | 1.58% | -3.86% | 5.71% | -2.64% | 7.91% | 5.84% | -11.29% |
Correlation
The correlation between UEFI.DE and SPP3.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2016 | 0.80 |
The correlation between UEFI.DE and SPP3.DE shifts across timeframes, from 0.80 (10 years) to 0.96 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
UEFI.DE vs. SPP3.DE — Risk / Return Rank
UEFI.DE
SPP3.DE
UEFI.DE vs. SPP3.DE - 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 (UEFI.DE) and SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF (SPP3.DE). 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.
| UEFI.DE | SPP3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.05 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 0.34 | -0.29 |
| Martin ratioReturn relative to average drawdown | 0.08 | 0.87 | -0.79 |
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
| UEFI.DE | SPP3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.26 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.18 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.16 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | 0.12 | -0.13 |
Drawdowns
UEFI.DE vs. SPP3.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, which is greater than SPP3.DE's maximum drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and SPP3.DE.
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Drawdown Indicators
| UEFI.DE | SPP3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -16.82% | -15.81% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -4.06% | -12.20% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -9.95% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -11.51% | -4.75% |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | -16.82% | -6.17% |
Current DrawdownCurrent decline from peak | -17.90% | -6.25% | -11.65% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -6.75% | -7.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 1.61% | +9.32% |
Volatility
UEFI.DE vs. SPP3.DE - Volatility Comparison
UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF (SPP3.DE) have volatilities of 0.74% and 0.76%, 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
| UEFI.DE | SPP3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 0.76% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 3.64% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 5.29% | +16.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 7.72% | +5.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 7.35% | +9.25% |
UEFI.DE vs. SPP3.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than SPP3.DE'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
UEFI.DE vs. SPP3.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, less than SPP3.DE's 3.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPP3.DE SPDR Bloomberg 3-7 Year US Treasury Bond UCITS ETF | 3.91% | 3.96% | 3.14% | 2.90% | 1.13% | 0.93% | 1.80% | 2.12% | 1.59% | 1.48% | 0.44% | 0.00% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
Frequently Asked Questions
With a correlation of 0.96, UEFI.DE and SPP3.DE 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, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for SPP3.DE.
UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while SPP3.DE tracks Bloomberg US 3-7 Year Treasury Bond. They also come from different issuers: UBS and State Street. Their fees differ too: 0.05% for UEFI.DE and 0.15% for SPP3.DE.
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