PortfoliosLab logoPortfoliosLab logo
UESD.L vs. SPTU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UESD.L vs. SPTU - 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 State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

UESD.L is traded in GBP, while SPTU is traded in USD. To make them comparable, the SPTU 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 SPTU's 1.86% 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*

SPTU

1D
0.27%
1M
1.12%
YTD
1.86%
6M
1.27%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UESD.L vs. SPTU - Yearly Performance Comparison


Correlation

The correlation between UESD.L and SPTU is 0.07, 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 (All Time)
Calculated using the full available price history since Oct 9, 2025

0.07

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

UESD.L vs. SPTU — 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

SPTU
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. SPTU - 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 State Street SPDR Portfolio Ultra Short T-Bill ETF (SPTU). 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.LSPTUDifference

Sharpe ratio

Return per unit of total volatility

4.02

Sortino ratio

Return per unit of downside risk

6.47

Omega ratio

Gain probability vs. loss probability

1.90

Calmar ratio

Return relative to maximum drawdown

16.99

Martin ratio

Return relative to average drawdown

73.38

UESD.L vs. SPTU - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


UESD.LSPTUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

3.20

Sharpe Ratio (All Time)

Calculated using the full available price history

2.89

0.51

+2.37

Drawdowns

UESD.L vs. SPTU - Drawdown Comparison

The maximum UESD.L drawdown since its inception was -0.48%, smaller than the maximum SPTU drawdown of -5.15%. Use the drawdown chart below to compare losses from any high point for UESD.L and SPTU.


Loading charts...

Drawdown Indicators


UESD.LSPTUDifference

Max Drawdown

Largest peak-to-trough decline

-0.48%

-5.15%

+4.67%

Max Drawdown (1Y)

Largest decline over 1 year

-0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-0.26%

Max Drawdown (5Y)

Largest decline over 5 years

-0.41%

Current Drawdown

Current decline from peak

-0.10%

-1.15%

+1.05%

Average Drawdown

Average peak-to-trough decline

-0.08%

-1.79%

+1.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.06%

Volatility

UESD.L vs. SPTU - Volatility Comparison


Loading charts...

Volatility by Period


UESD.LSPTUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.50%

Volatility (6M)

Calculated over the trailing 6-month period

0.87%

Volatility (1Y)

Calculated over the trailing 1-year period

1.09%

6.80%

-5.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.11%

6.80%

-5.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.06%

6.80%

-5.74%

UESD.L vs. SPTU - Expense Ratio Comparison

UESD.L has a 0.09% expense ratio, which is higher than SPTU's 0.05% 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. SPTU - Dividend Comparison

UESD.L's dividend yield for the trailing twelve months is around 5.64%, more than SPTU's 2.36% yield.


PositionTTM202520242023202220212020
SPTU
State Street SPDR Portfolio Ultra Short T-Bill ETF
2.36%0.89%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 SPTU have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SPTU is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SPTU is cheaper with a 0.05% expense ratio, compared with 0.09% for UESD.L.

They also come from different issuers: iShares and State Street. Their fees differ too: 0.09% for UESD.L and 0.05% for SPTU.

Portfolio Optimizer

Find the right allocation for UESD.L and SPTU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer