UEFI.DE vs. TRD1.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and TRD1.DE (Invesco US Treasury Bond 0-1 Year UCITS ETF USD Dist) are both Government Bonds funds - UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index while TRD1.DE tracks the Bloomberg US Treasury Coupons Index. Both are passively managed. Over the past 5 years, UEFI.DE returned -0.85%/yr vs 3.98%/yr for TRD1.DE. A 0.56 correlation means they provide meaningful diversification when combined. UEFI.DE charges 0.05%/yr vs 0.06%/yr for TRD1.DE.
Performance
UEFI.DE vs. TRD1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEFI.DE achieves a 2.95% return, which is significantly lower than TRD1.DE's 4.64% return.
UEFI.DE
- 1D
- 0.15%
- 1M
- 1.48%
- 6M
- 1.96%
- YTD
- 2.95%
- 1Y
- 4.95%
- 3Y*
- 2.00%
- 5Y*
- -0.85%
- 10Y*
- 0.19%
TRD1.DE
- 1D
- 0.08%
- 1M
- 1.66%
- 6M
- 3.54%
- YTD
- 4.64%
- 1Y
- 5.35%
- 3Y*
- 4.01%
- 5Y*
- 3.98%
- 10Y*
- —
UEFI.DE vs. TRD1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.95% | -4.76% | 5.09% | -0.05% | -9.74% | 5.04% | -1.77% |
TRD1.DE Invesco US Treasury Bond 0-1 Year UCITS ETF USD Dist | 4.64% | -7.35% | 11.23% | 1.38% | 6.73% | 8.36% | -17.72% |
Correlation
The correlation between UEFI.DE and TRD1.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2020 | 0.56 |
Over the past year, UEFI.DE and TRD1.DE have become more correlated (0.86) than their long-term average of 0.56, meaning their price movements have been converging.
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Return for Risk
UEFI.DE vs. TRD1.DE — Risk / Return Rank
UEFI.DE
TRD1.DE
UEFI.DE vs. TRD1.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 Invesco US Treasury Bond 0-1 Year UCITS ETF USD Dist (TRD1.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.DE | TRD1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 1.44 | -0.18 |
| Martin ratioReturn relative to average drawdown | 3.30 | 3.75 | -0.45 |
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Drawdowns
UEFI.DE vs. TRD1.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -33.55%, which is greater than TRD1.DE's maximum drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and TRD1.DE.
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Drawdown Indicators
| UEFI.DE | TRD1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.55% | -17.81% | -15.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.91% | -3.70% | -0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -10.74% | -11.60% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -15.68% | -11.70% | -3.98% |
Max Drawdown (10Y)Largest decline over 10 years | -22.74% | — | — |
Current DrawdownCurrent decline from peak | -15.40% | -5.36% | -10.04% |
Average DrawdownAverage peak-to-trough decline | -14.52% | -8.29% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 1.42% | +0.08% |
Volatility
UEFI.DE vs. TRD1.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 1.37%, while Invesco US Treasury Bond 0-1 Year UCITS ETF USD Dist (TRD1.DE) has a volatility of 1.48%. This indicates that UEFI.DE experiences smaller price fluctuations and is considered to be less risky than TRD1.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 | TRD1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 1.48% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 4.65% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.32% | 6.31% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.87% | 7.48% | +1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 8.09% | +7.02% |
UEFI.DE vs. TRD1.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than TRD1.DE's 0.06% 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. TRD1.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 3.03%, less than TRD1.DE's 3.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRD1.DE Invesco US Treasury Bond 0-1 Year UCITS ETF USD Dist | 3.86% | 4.35% | 4.82% | 4.70% | 1.55% | 0.10% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
UEFI.DE and TRD1.DE have a correlation of 0.86, 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 0.06% for TRD1.DE.
UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while TRD1.DE tracks Bloomberg US Treasury Coupons Index. They also come from different issuers: UBS and Invesco. Their fees differ too: 0.05% for UEFI.DE and 0.06% for TRD1.DE.
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