XGIU.L vs. UBTS.L
XGIU.L (Xtrackers Global Inflation-Linked Bond UCITS ETF 5C) and UBTS.L (UBS ETF (LU) Bloomberg TIPS 1-10 UCITS ETF (USD) A-dis) are both Inflation-Protected Bonds funds - XGIU.L tracks the Bloomberg Gbl Infl Linked TR USD while UBTS.L tracks the Bloomberg Gbl Infl Linked US TIPS TR USD. Both are passively managed. Over the past 5 years, XGIU.L returned -1.04%/yr vs 3.32%/yr for UBTS.L. At a 0.43 correlation, their price movements are largely independent. XGIU.L charges 0.20%/yr vs 0.15%/yr for UBTS.L.
Performance
XGIU.L vs. UBTS.L - Performance Comparison
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Returns By Period
In the year-to-date period, XGIU.L achieves a 1.28% return, which is significantly lower than UBTS.L's 1.80% return.
XGIU.L
- 1D
- 0.09%
- 1M
- 0.66%
- YTD
- 1.28%
- 6M
- 0.66%
- 1Y
- 4.77%
- 3Y*
- 0.78%
- 5Y*
- -1.04%
- 10Y*
- 1.97%
UBTS.L
- 1D
- -0.10%
- 1M
- 0.69%
- YTD
- 1.80%
- 6M
- 0.83%
- 1Y
- 5.77%
- 3Y*
- 2.02%
- 5Y*
- 3.32%
- 10Y*
- —
XGIU.L vs. UBTS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XGIU.L Xtrackers Global Inflation-Linked Bond UCITS ETF 5C | 1.28% | 1.16% | -1.40% | -0.59% | -12.25% | 3.51% | 7.89% | 4.14% | 3.71% | 1.12% |
UBTS.L UBS ETF (LU) Bloomberg TIPS 1-10 UCITS ETF (USD) A-dis | 1.80% | -0.11% | 4.95% | -1.59% | 3.39% | 6.97% | 4.62% | 3.52% | 5.25% | -7.29% |
Correlation
The correlation between XGIU.L and UBTS.L is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 28, 2016 | 0.43 |
The correlation between XGIU.L and UBTS.L shifts across timeframes, from 0.43 (all time) to 0.62 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
XGIU.L vs. UBTS.L — Risk / Return Rank
XGIU.L
UBTS.L
XGIU.L vs. UBTS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.L) and UBS ETF (LU) Bloomberg TIPS 1-10 UCITS ETF (USD) A-dis (UBTS.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.
| XGIU.L | UBTS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.16 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.15 | +0.45 |
| Martin ratioReturn relative to average drawdown | 3.05 | 3.08 | -0.03 |
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
| XGIU.L | UBTS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.91 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.41 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.27 | +0.06 |
Drawdowns
XGIU.L vs. UBTS.L - Drawdown Comparison
The maximum XGIU.L drawdown since its inception was -20.08%, which is greater than UBTS.L's maximum drawdown of -15.99%. Use the drawdown chart below to compare losses from any high point for XGIU.L and UBTS.L.
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Drawdown Indicators
| XGIU.L | UBTS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.08% | -15.99% | -4.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -4.97% | +2.00% |
Max Drawdown (3Y)Largest decline over 3 years | -5.40% | -7.52% | +2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -20.08% | -15.99% | -4.09% |
Max Drawdown (10Y)Largest decline over 10 years | -20.08% | — | — |
Current DrawdownCurrent decline from peak | -14.69% | -5.74% | -8.95% |
Average DrawdownAverage peak-to-trough decline | -11.04% | -6.89% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 1.87% | -0.31% |
Volatility
XGIU.L vs. UBTS.L - Volatility Comparison
Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.L) has a higher volatility of 2.42% compared to UBS ETF (LU) Bloomberg TIPS 1-10 UCITS ETF (USD) A-dis (UBTS.L) at 1.78%. This indicates that XGIU.L's price experiences larger fluctuations and is considered to be riskier than UBTS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XGIU.L | UBTS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 1.78% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 3.99% | 4.63% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.10% | 6.29% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.96% | 8.15% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.64% | 8.68% | +2.96% |
XGIU.L vs. UBTS.L - Expense Ratio Comparison
XGIU.L has a 0.20% expense ratio, which is higher than UBTS.L's 0.15% 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
XGIU.L vs. UBTS.L - Dividend Comparison
XGIU.L has not paid dividends to shareholders, while UBTS.L's dividend yield for the trailing twelve months is around 4.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
UBTS.L UBS ETF (LU) Bloomberg TIPS 1-10 UCITS ETF (USD) A-dis | 4.01% | 3.26% | 4.42% | 4.57% | 6.66% | 2.83% | 0.84% | 2.30% | 2.38% | 1.27% |
XGIU.L Xtrackers Global Inflation-Linked Bond UCITS ETF 5C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XGIU.L and UBTS.L have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBTS.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBTS.L is cheaper with a 0.15% expense ratio, compared with 0.20% for XGIU.L.
XGIU.L tracks Bloomberg Gbl Infl Linked TR USD, while UBTS.L tracks Bloomberg Gbl Infl Linked US TIPS TR USD. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.20% for XGIU.L and 0.15% for UBTS.L.
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