SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF vs Amundi Money Market Fund - Short Term USD

FairSheets side-by-side comparison.

SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF P2 · FairHorizon Purple Amundi Money Market Fund - Short Term USD P7 · FairHorizon Purple
ISIN IE00BC7GZJ81 LU0804424595
Asset class USD Short Maturity Bonds USD Money Market Solution
Strategy Index-Based Actively Managed
Provider State Street Investment Management Amundi
Sustainability (SFDR) Article 8
Share class USD INC DPV USD ACC
Currency USD USD
TER (p.a.) 0.05% 0.20%
Inception 2013-08-27 2012-07-16
Return — 1 year 3.17% 4.06%
Return — 3 years p.a. 3.97% 4.82%
Return — 5 years p.a. 1.76% 3.47%
Return — 10 years p.a. 1.67% 2.32%
Volatility — 5y stddev p.a. 1.99% 0.59%
Max. recommended portfolio share 100% 100%

How they differ

SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF is classified by Das Family Office as FairHorizon Purple (USD Short Maturity Bonds, index-based). US ultra short maturity (1-3y) government bonds. Passive tracker on Bloomberg U.S. 1-3 Year Treasury Bond Index.

Amundi Money Market Fund - Short Term USD is classified as FairHorizon Purple (USD Money Market Solution, actively managed). USD money market solution simulating US Fed Fund Rate returns and with daily settlement liquidity.

Both funds sit in the same FairHorizon bucket, suggesting comparable investment time-horizons. Differences are likely to come from underlying strategy, manager skill, or sub-asset-class tilt.

Need help choosing?

Our research team can talk through the trade-offs in the context of your overall portfolio.

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