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USTY.L vs. MDBU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USTY.L vs. MDBU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in SPDR Bloomberg US Treasury Bond UCITS ETF (USTY.L) and UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

USTY.L is traded in GBP, while MDBU.L is traded in GBp. To make them comparable, the MDBU.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, USTY.L achieves a 0.66% return, which is significantly higher than MDBU.L's 0.13% return.


USTY.L

1D
0.21%
1M
1.14%
YTD
0.66%
6M
0.16%
1Y
6.01%
3Y*
1.22%
5Y*
1.37%
10Y*
2.28%

MDBU.L

1D
0.17%
1M
0.98%
YTD
0.13%
6M
-0.22%
1Y
4.43%
3Y*
1.21%
5Y*
2.03%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USTY.L vs. MDBU.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
USTY.L
SPDR Bloomberg US Treasury Bond UCITS ETF
0.66%0.10%3.36%-1.37%-1.66%-0.86%4.57%4.20%-0.40%
MDBU.L
UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis
0.13%-0.80%4.66%-1.28%3.51%-0.35%1.30%1.13%0.00%

Correlation

The correlation between USTY.L and MDBU.L is 0.90, 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

0.90

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

0.91

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

0.89

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2018

0.84

The correlation between USTY.L and MDBU.L has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.

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Return for Risk

USTY.L vs. MDBU.L — Risk / Return Rank

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

USTY.L
USTY.L Risk / Return Rank: 2525
Overall Rank
USTY.L Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
USTY.L Sortino Ratio Rank: 2626
Sortino Ratio Rank
USTY.L Omega Ratio Rank: 2626
Omega Ratio Rank
USTY.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
USTY.L Martin Ratio Rank: 2424
Martin Ratio Rank

MDBU.L
MDBU.L Risk / Return Rank: 2121
Overall Rank
MDBU.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
MDBU.L Sortino Ratio Rank: 2222
Sortino Ratio Rank
MDBU.L Omega Ratio Rank: 2121
Omega Ratio Rank
MDBU.L Calmar Ratio Rank: 2121
Calmar Ratio Rank
MDBU.L Martin Ratio Rank: 2020
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.

USTY.L vs. MDBU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg US Treasury Bond UCITS ETF (USTY.L) and UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.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.


USTY.LMDBU.LDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.27

Omega ratioGain probability vs. loss probability

1.17

1.13

+0.04

Calmar ratioReturn relative to maximum drawdown

1.15

0.94

+0.22

Martin ratioReturn relative to average drawdown

3.15

2.30

+0.85

USTY.L vs. MDBU.L - Sharpe Ratio Comparison

The current USTY.L Sharpe Ratio is 0.94, which is comparable to the MDBU.L Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of USTY.L and MDBU.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


USTY.LMDBU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

0.73

+0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.24

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.13

+0.18

Drawdowns

USTY.L vs. MDBU.L - Drawdown Comparison

The maximum USTY.L drawdown since its inception was -23.02%, which is greater than MDBU.L's maximum drawdown of -18.04%. Use the drawdown chart below to compare losses from any high point for USTY.L and MDBU.L.


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Drawdown Indicators


USTY.LMDBU.LDifference

Max Drawdown

Largest peak-to-trough decline

-23.02%

-18.04%

-4.98%

Max Drawdown (1Y)

Largest decline over 1 year

-5.20%

-4.76%

-0.44%

Max Drawdown (3Y)

Largest decline over 3 years

-7.75%

-7.99%

+0.24%

Max Drawdown (5Y)

Largest decline over 5 years

-16.04%

-16.15%

+0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-23.02%

Current Drawdown

Current decline from peak

-15.58%

-9.05%

-6.53%

Average Drawdown

Average peak-to-trough decline

-12.04%

-10.90%

-1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

1.93%

-0.03%

Volatility

USTY.L vs. MDBU.L - Volatility Comparison

SPDR Bloomberg US Treasury Bond UCITS ETF (USTY.L) has a higher volatility of 2.21% compared to UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.L) at 1.66%. This indicates that USTY.L's price experiences larger fluctuations and is considered to be riskier than MDBU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USTY.LMDBU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.21%

1.66%

+0.55%

Volatility (6M)

Calculated over the trailing 6-month period

4.79%

4.44%

+0.35%

Volatility (1Y)

Calculated over the trailing 1-year period

6.35%

6.06%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.77%

8.41%

+0.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.02%

9.23%

+0.79%

USTY.L vs. MDBU.L - Expense Ratio Comparison

USTY.L has a 0.05% expense ratio, which is lower than MDBU.L's 0.18% 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

USTY.L vs. MDBU.L - Dividend Comparison

USTY.L's dividend yield for the trailing twelve months is around 4.87%, more than MDBU.L's 3.14% yield.


PositionTTM2025202420232022202120202019201820172016
MDBU.L
UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis
3.14%3.96%2.14%1.92%0.75%0.74%1.73%1.66%0.00%0.00%0.00%
USTY.L
SPDR Bloomberg US Treasury Bond UCITS ETF
4.87%4.61%3.81%2.81%1.57%1.31%2.49%2.79%2.11%2.11%1.66%

Frequently Asked Questions


USTY.L and MDBU.L have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

USTY.L is cheaper with a 0.05% expense ratio, compared with 0.18% for MDBU.L.

USTY.L tracks Bloomberg US Treasury Index, while MDBU.L tracks Solactive Global Multilateral Development Bank Bond USD 25% Issuer Capped Index. They also come from different issuers: State Street and UBS. Their fees differ too: 0.05% for USTY.L and 0.18% for MDBU.L.

Portfolio Optimizer

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