SPDR Bloomberg Global Aggregate Bond UCITS ETF vs SPDR Bloomberg 7-10 Year U.S. Treasury Bond UCITS ETF

FairSheets side-by-side comparison.

SPDR Bloomberg Global Aggregate Bond UCITS ETF B2 · FairHorizon Blue SPDR Bloomberg 7-10 Year U.S. Treasury Bond UCITS ETF B7 · FairHorizon Blue
ISIN IE00BF1QPH33 IE00BYSZ5T81
Asset class Global Bonds US Government Bonds
Strategy Index-Based Index-Based
Provider State Street Investment Management State Street Investment Management
Sustainability (SFDR)
Share class USD HEDGED USD INC
Currency USD USD
TER (p.a.) 0.10% 0.05%
Inception 2018-02-16 2016-02-17
Return — 1 year 2.80% 2.93%
Return — 3 years p.a. 3.84% 2.09%
Return — 5 years p.a. 0.66% -0.82%
Return — 10 years p.a. 0.80%
Volatility — 5y stddev p.a. 4.81% 7.21%
Max. recommended portfolio share 100% 50%

How they differ

SPDR Bloomberg Global Aggregate Bond UCITS ETF is classified by Das Family Office as FairHorizon Blue (Global Bonds, index-based). Global investment grade diversified bonds. Passive tracker on Bloomberg Global Aggregate Bond Index.

SPDR Bloomberg 7-10 Year U.S. Treasury Bond UCITS ETF is classified as FairHorizon Blue (US Government Bonds, index-based). US medium maturity government bonds. Passive tracker on Bloomberg US 7-10 Year Treasury Bond Index. Highly concentrated due to nature of market segment.

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.

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

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