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UESD.L vs. IB01.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UESD.L vs. IB01.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc (UESD.L) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

UESD.L is traded in GBP, while IB01.L is traded in USD. To make them comparable, the IB01.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, UESD.L achieves a 1.41% return, which is significantly lower than IB01.L's 1.79% return.


UESD.L

1D
0.04%
1M
0.43%
YTD
1.41%
6M
1.91%
1Y
4.39%
3Y*
5.04%
5Y*
3.56%
10Y*

IB01.L

1D
0.25%
1M
1.39%
YTD
1.79%
6M
1.25%
1Y
4.71%
3Y*
2.14%
5Y*
4.49%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UESD.L vs. IB01.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
UESD.L
iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc
1.41%5.04%5.40%4.47%1.55%0.19%1.09%
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)
1.79%-3.10%7.09%-0.32%13.10%0.95%-14.74%

Correlation

The correlation between UESD.L and IB01.L is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

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

0.04

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

-0.02

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2020

-0.02

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Return for Risk

UESD.L vs. IB01.L — Risk / Return Rank

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

UESD.L
UESD.L Risk / Return Rank: 9797
Overall Rank
UESD.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
UESD.L Sortino Ratio Rank: 9797
Sortino Ratio Rank
UESD.L Omega Ratio Rank: 9797
Omega Ratio Rank
UESD.L Calmar Ratio Rank: 9898
Calmar Ratio Rank
UESD.L Martin Ratio Rank: 9898
Martin Ratio Rank

IB01.L
IB01.L Risk / Return Rank: 100100
Overall Rank
IB01.L Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
IB01.L Sortino Ratio Rank: 100100
Sortino Ratio Rank
IB01.L Omega Ratio Rank: 100100
Omega Ratio Rank
IB01.L Calmar Ratio Rank: 100100
Calmar Ratio Rank
IB01.L Martin Ratio Rank: 100100
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.

UESD.L vs. IB01.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc (UESD.L) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L). 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.


UESD.LIB01.LDifference
Sharpe ratioReturn per unit of total volatility

+3.31

Sortino ratioReturn per unit of downside risk

+5.42

Omega ratioGain probability vs. loss probability

1.90

1.12

+0.78

Calmar ratioReturn relative to maximum drawdown

16.99

0.91

+16.08

Martin ratioReturn relative to average drawdown

73.38

2.48

+70.90

UESD.L vs. IB01.L - Sharpe Ratio Comparison

The current UESD.L Sharpe Ratio is 4.02, which is higher than the IB01.L Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of UESD.L and IB01.L, 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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Sharpe Ratios by Period


UESD.LIB01.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.02

0.71

+3.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

3.20

0.53

+2.67

Sharpe Ratio (All Time)

Calculated using the full available price history

2.89

0.26

+2.62

Drawdowns

UESD.L vs. IB01.L - Drawdown Comparison

The maximum UESD.L drawdown since its inception was -0.48%, smaller than the maximum IB01.L drawdown of -19.26%. Use the drawdown chart below to compare losses from any high point for UESD.L and IB01.L.


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Drawdown Indicators


UESD.LIB01.LDifference

Max Drawdown

Largest peak-to-trough decline

-0.48%

-19.26%

+18.78%

Max Drawdown (1Y)

Largest decline over 1 year

-0.26%

-5.16%

+4.90%

Max Drawdown (3Y)

Largest decline over 3 years

-0.26%

-9.81%

+9.55%

Max Drawdown (5Y)

Largest decline over 5 years

-0.41%

-15.94%

+15.53%

Current Drawdown

Current decline from peak

-0.10%

-6.11%

+6.01%

Average Drawdown

Average peak-to-trough decline

-0.08%

-9.36%

+9.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.06%

1.90%

-1.84%

Volatility

UESD.L vs. IB01.L - Volatility Comparison

The current volatility for iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc (UESD.L) is 0.50%, while iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L) has a volatility of 1.82%. This indicates that UESD.L experiences smaller price fluctuations and is considered to be less risky than IB01.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UESD.LIB01.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.50%

1.82%

-1.32%

Volatility (6M)

Calculated over the trailing 6-month period

0.87%

4.97%

-4.10%

Volatility (1Y)

Calculated over the trailing 1-year period

1.09%

6.60%

-5.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.11%

8.47%

-7.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.06%

8.82%

-7.76%

UESD.L vs. IB01.L - Expense Ratio Comparison

UESD.L has a 0.09% expense ratio, which is higher than IB01.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

UESD.L vs. IB01.L - Dividend Comparison

UESD.L's dividend yield for the trailing twelve months is around 5.64%, while IB01.L has not paid dividends to shareholders.


PositionTTM202520242023202220212020
IB01.L
iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
UESD.L
iShares £ Ultrashort Bond ESG SRI UCITS ETF GBP Inc
5.64%4.63%5.37%4.49%1.21%0.24%0.47%

Frequently Asked Questions


UESD.L and IB01.L have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IB01.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IB01.L is cheaper with a 0.07% expense ratio, compared with 0.09% for UESD.L.

UESD.L is categorized as Ultrashort Bond, while IB01.L is Government Bonds. Their fees differ too: 0.09% for UESD.L and 0.07% for IB01.L.

Portfolio Optimizer

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