PortfoliosLab logoPortfoliosLab logo
VGTY.DE vs. 36BD.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VGTY.DE vs. 36BD.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE) and iShares USD Development Bank Bonds UCITS ETF USD Acc (36BD.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VGTY.DE achieves a 0.80% return, which is significantly lower than 36BD.DE's 1.33% return.


VGTY.DE

1D
0.08%
1M
0.76%
YTD
0.80%
6M
0.01%
1Y
1.03%
3Y*
-0.33%
5Y*
0.20%
10Y*

36BD.DE

1D
0.05%
1M
0.66%
YTD
1.33%
6M
0.68%
1Y
1.75%
3Y*
1.18%
5Y*
1.94%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGTY.DE vs. 36BD.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VGTY.DE
Vanguard USD Treasury Bond UCITS ETF Distributing
0.80%-5.99%6.16%0.04%-6.98%5.18%
36BD.DE
iShares USD Development Bank Bonds UCITS ETF USD Acc
1.33%-5.15%8.61%0.84%-1.81%3.54%

Correlation

The correlation between VGTY.DE and 36BD.DE is 0.92, 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

0.92

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

0.91

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

0.91

Correlation (All Time)
Calculated using the full available price history since Apr 6, 2021

0.91

The correlation between VGTY.DE and 36BD.DE has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.

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

VGTY.DE vs. 36BD.DE — Risk / Return Rank

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

VGTY.DE
VGTY.DE Risk / Return Rank: 1212
Overall Rank
VGTY.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
VGTY.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
VGTY.DE Omega Ratio Rank: 1111
Omega Ratio Rank
VGTY.DE Calmar Ratio Rank: 1212
Calmar Ratio Rank
VGTY.DE Martin Ratio Rank: 1212
Martin Ratio Rank

36BD.DE
36BD.DE Risk / Return Rank: 1414
Overall Rank
36BD.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
36BD.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
36BD.DE Omega Ratio Rank: 1313
Omega Ratio Rank
36BD.DE Calmar Ratio Rank: 1515
Calmar Ratio Rank
36BD.DE Martin Ratio Rank: 1515
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.

VGTY.DE vs. 36BD.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE) and iShares USD Development Bank Bonds UCITS ETF USD Acc (36BD.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.


VGTY.DE36BD.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.04

1.06

-0.02

Calmar ratioReturn relative to maximum drawdown

0.25

0.47

-0.22

Martin ratioReturn relative to average drawdown

0.62

1.13

-0.51

VGTY.DE vs. 36BD.DE - Sharpe Ratio Comparison

The current VGTY.DE Sharpe Ratio is 0.19, which is lower than the 36BD.DE Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of VGTY.DE and 36BD.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


VGTY.DE36BD.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.19

0.32

-0.13

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

0.27

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.18

-0.05

Drawdowns

VGTY.DE vs. 36BD.DE - Drawdown Comparison

The maximum VGTY.DE drawdown since its inception was -17.97%, which is greater than 36BD.DE's maximum drawdown of -11.97%. Use the drawdown chart below to compare losses from any high point for VGTY.DE and 36BD.DE.


Loading charts...

Drawdown Indicators


VGTY.DE36BD.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.97%

-11.97%

-6.00%

Max Drawdown (1Y)

Largest decline over 1 year

-4.08%

-3.71%

-0.37%

Max Drawdown (3Y)

Largest decline over 3 years

-11.23%

-10.13%

-1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-13.16%

-11.97%

-1.19%

Current Drawdown

Current decline from peak

-14.45%

-6.13%

-8.32%

Average Drawdown

Average peak-to-trough decline

-9.48%

-4.97%

-4.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

1.55%

+0.12%

Volatility

VGTY.DE vs. 36BD.DE - Volatility Comparison

Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE) has a higher volatility of 0.85% compared to iShares USD Development Bank Bonds UCITS ETF USD Acc (36BD.DE) at 0.74%. This indicates that VGTY.DE's price experiences larger fluctuations and is considered to be riskier than 36BD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


VGTY.DE36BD.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.85%

0.74%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

3.73%

3.65%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

5.44%

5.39%

+0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.99%

7.21%

+0.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.63%

7.16%

+0.47%

VGTY.DE vs. 36BD.DE - Expense Ratio Comparison

VGTY.DE has a 0.05% expense ratio, which is lower than 36BD.DE's 0.15% 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

VGTY.DE vs. 36BD.DE - Dividend Comparison

VGTY.DE's dividend yield for the trailing twelve months is around 3.65%, while 36BD.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
36BD.DE
iShares USD Development Bank Bonds UCITS ETF USD Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGTY.DE
Vanguard USD Treasury Bond UCITS ETF Distributing
3.65%3.99%3.65%3.21%2.05%0.99%1.48%2.10%1.94%0.26%

Frequently Asked Questions


With a correlation of 0.92, VGTY.DE and 36BD.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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

VGTY.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for 36BD.DE.

VGTY.DE tracks Bloomberg Global Aggregate US Treasury Float Adjusted Index, while 36BD.DE tracks FTSE World Broad Investment-Grade USD Multilateral Development Bank Bond Capped. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.05% for VGTY.DE and 0.15% for 36BD.DE.

Portfolio Optimizer

Find the right allocation for VGTY.DE and 36BD.DE

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