assembling live data
CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–CSPX–VUAA–IWDA–VWRA–VWRP–EIMI–CNDX–EQQQ–WSML–SXR8–EQQQ–
Answered from the same data and calculations used above.
UBS Core Bloomberg US Treasury 10+ UCITS ETF (USD) (T10D) is domiciled in Ireland (IE). A Ireland-domiciled UCITS fund receives US dividends at a 15% treaty withholding rate inside the fund, versus the 30% statutory rate on dividends paid directly to a non-resident (generally 25% for an Indian resident under the India-US treaty with a valid W-8BEN). The fund-level 15% is deducted before NAV and is not reclaimable by you. Its shares also sit outside US estate tax, which applies to US-situs assets above $60,000 for non-resident aliens.
UBS Core Bloomberg US Treasury 10+ UCITS ETF (USD) (T10D) tracks the Bloomberg US Treasury 10+ Year. Any fund tracking the same index gives you materially the same exposure, so cost, size and share class are usually what separate the alternatives, not the strategy.
Over the measured window T10D showed annualised volatility of about 29.9% and a worst peak-to-trough fall of 18.4%. Volatility describes the size of a typical swing; the drawdown is what actually happened at the worst moment, and it is the number worth checking you could have held through.
Ireland·Bloomberg US Treasury 10+ Year·Trades in EURiA live newsflow desk — the headlines moving a fund and its benchmark, shown next to the performance chart so you can see what drove a move without leaving the page. It is coming soon, once a licensed news feed is in place.
Ireland (IE)