UEFI.DE vs. SPPX.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and SPPX.DE (SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF) are both Government Bonds funds - UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index while SPPX.DE tracks the Bloomberg US 10+ Year Treasury Bond. Both are passively managed. Over the past 10 years, UEFI.DE returned 0.15%/yr vs -1.29%/yr for SPPX.DE. A 0.75 correlation means they provide meaningful diversification when combined. UEFI.DE charges 0.05%/yr vs 0.15%/yr for SPPX.DE.
Performance
UEFI.DE vs. SPPX.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 SPPX.DE's 0.87% return. Over the past 10 years, UEFI.DE has outperformed SPPX.DE with an annualized return of 0.15%, while SPPX.DE has yielded a comparatively lower -1.29% 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%
SPPX.DE
- 1D
- 0.30%
- 1M
- 0.95%
- YTD
- 0.87%
- 6M
- -0.15%
- 1Y
- 2.75%
- 3Y*
- -3.23%
- 5Y*
- -4.30%
- 10Y*
- -1.29%
UEFI.DE vs. SPPX.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% |
SPPX.DE SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF | 0.87% | -6.01% | -0.89% | -0.77% | -24.28% | 3.04% | 6.14% | 17.91% | 2.68% | -4.61% |
Correlation
The correlation between UEFI.DE and SPPX.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2016 | 0.75 |
Over the past year, the correlation between UEFI.DE and SPPX.DE has dropped to 0.54 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
UEFI.DE vs. SPPX.DE — Risk / Return Rank
UEFI.DE
SPPX.DE
UEFI.DE vs. SPPX.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 10+ Year US Treasury Bond UCITS ETF (SPPX.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 | SPPX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.05 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 0.40 | -0.34 |
| 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 | SPPX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.28 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.30 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | -0.09 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | -0.09 | +0.09 |
Drawdowns
UEFI.DE vs. SPPX.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, smaller than the maximum SPPX.DE drawdown of -44.56%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and SPPX.DE.
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Drawdown Indicators
| UEFI.DE | SPPX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -44.56% | +11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -6.31% | -9.95% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -16.55% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | -36.53% | +20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | -44.56% | +21.57% |
Current DrawdownCurrent decline from peak | -17.90% | -40.79% | +22.89% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -22.39% | +7.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 2.90% | +8.03% |
Volatility
UEFI.DE vs. SPPX.DE - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) is 0.74%, while SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (SPPX.DE) has a volatility of 2.37%. This indicates that UEFI.DE experiences smaller price fluctuations and is considered to be less risky than SPPX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEFI.DE | SPPX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 2.37% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 6.11% | -2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 8.91% | +13.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 14.34% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 14.51% | +2.09% |
UEFI.DE vs. SPPX.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than SPPX.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. SPPX.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, less than SPPX.DE's 4.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPPX.DE SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF | 4.60% | 4.77% | 4.11% | 3.16% | 2.57% | 1.63% | 2.07% | 2.42% | 2.38% | 2.77% | 1.07% | 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
UEFI.DE and SPPX.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 SPPX.DE.
UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while SPPX.DE tracks Bloomberg US 10+ 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 SPPX.DE.
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