UEFI.DE vs. TRDL.DE
UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) and TRDL.DE (Invesco US Treasury Bond 10+ Year UCITS ETF Dist) are both Government Bonds funds - UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index while TRDL.DE tracks the Bloomberg US Long Treasury Index. Both are passively managed. Over the past 3 years, UEFI.DE returned -0.59%/yr vs -4.02%/yr for TRDL.DE. Their correlation of 0.80 suggests significant overlap in exposure. UEFI.DE charges 0.05%/yr vs 0.06%/yr for TRDL.DE.
Performance
UEFI.DE vs. TRDL.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 TRDL.DE's 0.56% 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%
TRDL.DE
- 1D
- 0.19%
- 1M
- 0.81%
- YTD
- 0.56%
- 6M
- -0.74%
- 1Y
- 1.84%
- 3Y*
- -4.02%
- 5Y*
- —
- 10Y*
- —
UEFI.DE vs. TRDL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
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% | -5.63% |
TRDL.DE Invesco US Treasury Bond 10+ Year UCITS ETF Dist | 0.56% | -6.69% | -1.18% | -1.92% | -4.24% |
Correlation
The correlation between UEFI.DE and TRDL.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 | 0.78 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2022 | 0.80 |
Over the past year, the correlation between UEFI.DE and TRDL.DE has dropped to 0.54 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
UEFI.DE vs. TRDL.DE — Risk / Return Rank
UEFI.DE
TRDL.DE
UEFI.DE vs. TRDL.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 10+ Year UCITS ETF Dist (TRDL.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 | TRDL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.04 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 0.23 | -0.18 |
| Martin ratioReturn relative to average drawdown | 0.08 | 0.51 | -0.43 |
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 | TRDL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.18 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.00 | -0.28 | +0.28 |
Drawdowns
UEFI.DE vs. TRDL.DE - Drawdown Comparison
The maximum UEFI.DE drawdown since its inception was -32.63%, which is greater than TRDL.DE's maximum drawdown of -21.20%. Use the drawdown chart below to compare losses from any high point for UEFI.DE and TRDL.DE.
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Drawdown Indicators
| UEFI.DE | TRDL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -21.20% | -11.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -6.76% | -9.50% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -16.89% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -16.26% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.99% | — | — |
Current DrawdownCurrent decline from peak | -17.90% | -16.50% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -14.47% | -11.77% | -2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.93% | 3.09% | +7.84% |
Volatility
UEFI.DE vs. TRDL.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 Invesco US Treasury Bond 10+ Year UCITS ETF Dist (TRDL.DE) has a volatility of 2.50%. This indicates that UEFI.DE experiences smaller price fluctuations and is considered to be less risky than TRDL.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 | TRDL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 2.50% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 6.26% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 9.00% | +12.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.03% | 13.14% | -0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 13.14% | +3.46% |
UEFI.DE vs. TRDL.DE - Expense Ratio Comparison
UEFI.DE has a 0.05% expense ratio, which is lower than TRDL.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. TRDL.DE - Dividend Comparison
UEFI.DE's dividend yield for the trailing twelve months is around 2.64%, less than TRDL.DE's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRDL.DE Invesco US Treasury Bond 10+ Year UCITS ETF Dist | 4.15% | 4.26% | 4.36% | 2.87% | 0.51% | 0.00% | 0.00% | 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 | 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 TRDL.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 0.06% for TRDL.DE.
UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index, while TRDL.DE tracks Bloomberg US Long Treasury Index. They also come from different issuers: UBS and Invesco. Their fees differ too: 0.05% for UEFI.DE and 0.06% for TRDL.DE.
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