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UEFI.DE vs. SYBW.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UEFI.DE vs. SYBW.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and State Street SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF (Dist) (SYBW.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UEFI.DE achieves a 3.01% return, which is significantly lower than SYBW.DE's 3.77% return. Over the past 10 years, UEFI.DE has underperformed SYBW.DE with an annualized return of 0.13%, while SYBW.DE has yielded a comparatively higher 1.29% annualized return.


UEFI.DE

1D
0.18%
1M
1.38%
6M
1.78%
YTD
3.01%
1Y
4.54%
3Y*
1.91%
5Y*
-0.84%
10Y*
0.13%

SYBW.DE

1D
0.14%
1M
1.61%
6M
2.39%
YTD
3.77%
1Y
4.75%
3Y*
3.60%
5Y*
2.52%
10Y*
1.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UEFI.DE vs. SYBW.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UEFI.DE
UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis
3.01%-4.76%5.09%-0.05%-9.74%5.04%0.06%11.40%5.58%-10.24%
SYBW.DE
State Street SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF (Dist)
3.77%-6.50%9.98%0.49%2.02%7.59%-6.16%5.97%6.10%-11.87%

Correlation

The correlation between UEFI.DE and SYBW.DE is 0.97 - 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

0.97

Correlation (3Y)
Calculated over the trailing 3-year period

0.73

Correlation (5Y)
Calculated over the trailing 5-year period

0.71

Correlation (10Y)
Calculated over the trailing 10-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Aug 27, 2013

0.65

Over the past year, UEFI.DE and SYBW.DE have become more correlated (0.97) than their long-term average of 0.65, meaning their price movements have been converging.

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Return for Risk

UEFI.DE vs. SYBW.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UEFI.DE
UEFI.DE Risk / Return Rank: 3030
Overall Rank
UEFI.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
UEFI.DE Sortino Ratio Rank: 3030
Sortino Ratio Rank
UEFI.DE Omega Ratio Rank: 2828
Omega Ratio Rank
UEFI.DE Calmar Ratio Rank: 3030
Calmar Ratio Rank
UEFI.DE Martin Ratio Rank: 2929
Martin Ratio Rank

SYBW.DE
SYBW.DE Risk / Return Rank: 3131
Overall Rank
SYBW.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SYBW.DE Sortino Ratio Rank: 3030
Sortino Ratio Rank
SYBW.DE Omega Ratio Rank: 2828
Omega Ratio Rank
SYBW.DE Calmar Ratio Rank: 3434
Calmar Ratio Rank
SYBW.DE Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UEFI.DE vs. SYBW.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 State Street SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF (Dist) (SYBW.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.

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.


UEFI.DESYBW.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.02

Omega ratioGain probability vs. loss probability

1.16

1.15

+0.01

Calmar ratioReturn relative to maximum drawdown

1.16

1.34

-0.19

Martin ratioReturn relative to average drawdown

3.03

3.36

-0.34

UEFI.DE vs. SYBW.DE - Sharpe Ratio Comparison

The current UEFI.DE Sharpe Ratio is 0.88, which is comparable to the SYBW.DE Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of UEFI.DE and SYBW.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

UEFI.DE vs. SYBW.DE - Drawdown Comparison

The maximum UEFI.DE drawdown since its inception was -33.55%, which is greater than SYBW.DE's maximum drawdown of -28.24%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and SYBW.DE.


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Drawdown Indicators


UEFI.DESYBW.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.55%

-28.24%

-5.31%

Max Drawdown (1Y)

Largest decline over 1 year

-3.91%

-3.52%

-0.39%

Max Drawdown (3Y)

Largest decline over 3 years

-10.74%

-10.87%

+0.13%

Max Drawdown (5Y)

Largest decline over 5 years

-15.68%

-12.61%

-3.07%

Max Drawdown (10Y)

Largest decline over 10 years

-22.74%

-20.37%

-2.37%

Current Drawdown

Current decline from peak

-15.35%

-5.13%

-10.22%

Average Drawdown

Average peak-to-trough decline

-14.52%

-9.74%

-4.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

1.40%

+0.09%

Volatility

UEFI.DE vs. SYBW.DE - Volatility Comparison

UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) and State Street SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF (Dist) (SYBW.DE) have volatilities of 1.10% and 1.12%, 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.DESYBW.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.10%

1.12%

-0.02%

Volatility (6M)

Calculated over the trailing 6-month period

3.67%

3.89%

-0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

5.25%

5.46%

-0.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.87%

7.16%

+1.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.11%

10.47%

+4.64%

UEFI.DE vs. SYBW.DE - Expense Ratio Comparison

Both UEFI.DE and SYBW.DE have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

UEFI.DE vs. SYBW.DE - Dividend Comparison

UEFI.DE's dividend yield for the trailing twelve months is around 3.03%, less than SYBW.DE's 3.82% yield.


PositionTTM20252024202320222021202020192018201720162015
SYBW.DE
State Street SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF (Dist)
3.82%4.34%3.98%3.01%0.64%0.54%1.91%2.03%1.33%1.05%0.68%0.53%
UEFI.DE
UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis
3.03%2.22%2.44%2.79%1.42%0.98%2.00%2.11%2.73%1.95%0.85%0.88%

Frequently Asked Questions


With a correlation of 0.97, UEFI.DE and SYBW.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.

Both ETFs have the same 0.05% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

UEFI.DE and SYBW.DE have the same expense ratio: 0.05% per year.

UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while SYBW.DE tracks Bloomberg U.S. 1-3 Year Treasury Bond Index. They also come from different issuers: UBS and State Street.

Portfolio Optimizer

Find the right allocation for UEFI.DE and SYBW.DE

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