XT01.L vs. UB82.L
XT01.L (Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C) and UB82.L (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - XT01.L tracks the FTSE US Treasury Short Duration Index while UB82.L tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, XT01.L returned 4.47%/yr vs 0.05%/yr for UB82.L. At a 0.38 correlation, their price movements are largely independent. XT01.L charges 0.06%/yr vs 0.05%/yr for UB82.L.
Performance
XT01.L vs. UB82.L - Performance Comparison
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Different Trading Currencies
XT01.L is traded in GBP, while UB82.L is traded in GBp. To make them comparable, the UB82.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, XT01.L achieves a 1.60% return, which is significantly higher than UB82.L's 0.06% return.
XT01.L
- 1D
- 0.10%
- 1M
- 1.28%
- YTD
- 1.60%
- 6M
- 1.14%
- 1Y
- 4.98%
- 3Y*
- 2.01%
- 5Y*
- 4.47%
- 10Y*
- —
UB82.L
- 1D
- 0.17%
- 1M
- 1.02%
- YTD
- 0.06%
- 6M
- -0.35%
- 1Y
- 4.22%
- 3Y*
- -0.26%
- 5Y*
- 0.05%
- 10Y*
- —
XT01.L vs. UB82.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XT01.L Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C | 1.60% | -2.80% | 6.91% | -0.75% | 12.89% | 1.36% | -5.72% |
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 0.06% | 0.56% | 0.48% | -3.11% | -6.16% | -0.72% | -4.87% |
Correlation
The correlation between XT01.L and UB82.L is 0.83, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Sep 11, 2020 | 0.38 |
Over the past year, XT01.L and UB82.L have become more correlated (0.83) than their long-term average of 0.38, meaning their price movements have been converging.
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Return for Risk
XT01.L vs. UB82.L — Risk / Return Rank
XT01.L
UB82.L
XT01.L vs. UB82.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C (XT01.L) and UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.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.
| XT01.L | UB82.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.98 | +0.13 |
| Martin ratioReturn relative to average drawdown | 2.77 | 2.38 | +0.39 |
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
| XT01.L | UB82.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.72 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.01 | +0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.13 | +0.13 |
Drawdowns
XT01.L vs. UB82.L - Drawdown Comparison
The maximum XT01.L drawdown since its inception was -15.31%, smaller than the maximum UB82.L drawdown of -23.85%. Use the drawdown chart below to compare losses from any high point for XT01.L and UB82.L.
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Drawdown Indicators
| XT01.L | UB82.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.31% | -23.85% | +8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -4.48% | -4.86% | +0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -9.75% | -7.79% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -16.39% | +1.08% |
Current DrawdownCurrent decline from peak | -5.62% | -19.18% | +13.56% |
Average DrawdownAverage peak-to-trough decline | -7.30% | -16.84% | +9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 2.15% | -0.35% |
Volatility
XT01.L vs. UB82.L - Volatility Comparison
Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C (XT01.L) has a higher volatility of 1.90% compared to UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UB82.L) at 1.49%. This indicates that XT01.L's price experiences larger fluctuations and is considered to be riskier than UB82.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XT01.L | UB82.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.90% | 1.49% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 4.68% | 4.44% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.44% | 6.57% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.37% | 12.53% | -4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.34% | 15.99% | -7.65% |
XT01.L vs. UB82.L - Expense Ratio Comparison
XT01.L has a 0.06% expense ratio, which is higher than UB82.L'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
XT01.L vs. UB82.L - Dividend Comparison
XT01.L has not paid dividends to shareholders, while UB82.L's dividend yield for the trailing twelve months is around 3.10%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
UB82.L UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 3.10% | 2.20% | 2.52% | 2.82% | 1.33% | 0.99% | 1.81% | 1.93% | 2.69% |
XT01.L Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
XT01.L and UB82.L have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UB82.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB82.L is cheaper with a 0.05% expense ratio, compared with 0.06% for XT01.L.
XT01.L tracks FTSE US Treasury Short Duration Index, while UB82.L tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: Xtrackers and UBS. Their fees differ too: 0.06% for XT01.L and 0.05% for UB82.L.
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