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ULTBiShares · Fixed Income - Global · Fixed income · United States · Currency hedged

iShares 20+ Year U.S. Treasury Bond (AUD Hedged) ETF

Fee p.a.
0.15%
ASX report
Fund size
A$1.9m
12m flow A$0.6m
Yield
4.8%
2 payments / yr
Volatility 3y
13.8%
annualised
Max DD 3y
−15.0%
all-time −15.0%
Listed
2024
9 Sept 2024 · spread 0.16%

Growth of $10,000

Since listing, distributions reinvested
$9k$9k$9k$9k$10k$10k$10k202420252026
$10,000 at listing$9,032 at 2 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period
Total
ASX
1 month
0.2%
−5.5%
3 months
−3.2%
6 months
−7.4%
Year to date
−3.9%
1 year
−0.3%
−1.3%
3 years p.a.
5 years p.a.
10 years p.a.
Since listing p.a.
−5.6%

Total return to 2 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y Vol 1y 9.7%Vol 5y 13.8%Max DD 1y −8.2%Max DD 5y −15.0%Best year 4.9%100% positive years

Calendar-year returns

2025
4.9%
2026
−3.9%

Where the money is

Look-through exposure as at 2 Sept 2026 · 1 securities · top 10 = 90.0%

Country

Ireland100.0%

Top holdings

ISHARES $ TREASURY BOND 20+Y AUDHDIreland
90.0%

Most similar funds

Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.

Code
Fund
Fee
Overlap
Corr 3y
Betashares U.S. Treasury Bond20+ Year ETF - Currency Hedged
0.22%
0%
0.48
Geared Long US Treasury Bond Currency Hedged Complex ETF
0.99%
0%
0.43
iShares Global Aggregate Bond ESG (AUD Hedged) ETF
0.19%
0%
0.43
Vanguard International Credit Securities Index (Hedged) ETF
0.30%
0%
0.42
Global X US Treasury Bond ETF (Currency Hedged)
0.19%
0%
0.41
Vanguard Global Aggregate Bond Index (Hedged) ETF
0.20%
0%
0.40
Vanguard Ethically Conscious Global Aggregate Bond Index (Hedged) ETF
0.26%
0%
0.38
Betashares U.S. Treasury Bond 7-10 Year Currency Hedged ETF
0.22%
0%
0.38
Vanguard International Fixed Interest Index (Hedged) ETF
0.20%
0%
0.37
iShares U.S. Treasury Bond (AUD Hedged) ETF
0.15%
0%
0.37
Compare ULTB with these →