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Rebalix
Comparison report · official data side by side

T3GB vs TRE3


T3GBInvesco US Treasury Bond 1-3 Year UCITS ETF GBP Hdg Dist
IE00BF2FNL98 · Bonds · Government GBP · 1-3 years · Europe
TRE3Invesco US Treasury Bond 1-3 Year UCITS ETF Dist
IE00BF2FNG46 · Bonds · Government · 1-3 years · North America
Open the interactive comparison on rebalix.com →

Comparison window: 28 Jun 20191 Sept 2026 (max: from the most recent launch) · currency: 🇪🇺 EUR · inflation: 🇮🇹 Italy · distributions: reinvested where declared

Report produced on 4 September 2026 · data as of the dates shown per section
Sources: official issuer documents (KID, factsheet, declared NAV series and holdings), ESMA register, ECB rates, Eurostat
Public methodology: rebalix.com/en/methodology

Informational document generated by rebalix.com — facts side by side, no recommendations. It does not constitute investment advice or investment research under Directive 2014/65/EU (MiFID II). Past performance is not indicative of future results.

RebalixT3GB vs TRE3 · report of 4 September 2026

The funds at a glance

From official issuer documents and the ESMA register
T3GBIE00BF2FNL98Invesco US Treasury Bond 1-3 Year UCITS ETF GBP Hdg DistBonds · Government GBP · 1-3 years · Europe
Declared index
Bloomberg US Treasury 1-3 Year Index
TER
0.10%
Transaction (KID)
0.03%
Fund size
968 mln EUR
Launch
28 Jun 2019
Currency
GBP
Replication
Physical
Hedging
Yes — in GBP
Holdings
97
Duration
1.79 yrs
Distributions 12m
1.4111 GBP
Effective 🇮🇹 rate
12.50%
TRE3IE00BF2FNG46Invesco US Treasury Bond 1-3 Year UCITS ETF DistBonds · Government · 1-3 years · North America
Declared index
Bloomberg US Treasury 1-3 Year Index
TER
0.06%
Transaction (KID)
0.00%
Fund size
1.3 mld EUR
Launch
11 Jan 2019
Currency
USD
Replication
Physical
Hedging
No
Holdings
97
Duration
1.79 yrs
Distributions 12m
1.4962 USD
Effective 🇮🇹 rate
12.50%

Tracking difference — year by year

Fund minus index, from issuer-declared series (complete calendar years). Each measures adherence to its OWN index.
T3GBn/d
hedged class: the published index is unhedged, the gap would measure the exchange rate
TRE33y avg: −0.02%/anno
2025
−0.01%
2024
+0.00%
2023
−0.04%
2022
−0.04%
2021
−0.03%
2020
−0.01%
Rebalix · T3GB vs TRE3section 1 of 4
RebalixT3GB vs TRE3 · report of 4 September 2026
T3GBInvesco US Treasury Bond 1-3 Year UCITS ETF GBP Hdg Dist · IE00BF2FNL98 · Bonds · Government GBP · 1-3 years · Europe
TRE3Invesco US Treasury Bond 1-3 Year UCITS ETF Dist · IE00BF2FNG46 · Bonds · Government · 1-3 years · North America

Performance over the period, in euro

From 28 Jun 2019 to 1 Sept 2026 · base 100 · ECB rates, dividends reinvested where declared
In euro (nominal)
10012084116113
In today’s purchasing power (net of Italy inflation)
100120849492
T3GBTRE3
Same scale in both panels: the gap between endpoints is Italian inflation over the period (Eurostat). Volatility stays nominal, as everywhere on the site.

How far they fell — drawdown from peak (nominal)

In euro · distance from the previous peak, day by day, on NAV: for distributing classes it includes ex-dividend drops (slightly deeper than total return)
0%-5%-10%-15%-20%T3GBTRE32020202120222023202420252026trough T3GB: −13.6% · 28 Sept 2022trough TRE3: −19.8% · 28 Jan 2026
Filled area: T3GB; thin lines: the other funds.
The worst episode, fund by fund
FundMax drawdownTroughRecovery timeUnderwater
T3GB−13.6%28 Sept 2022not yet2,387 days (ongoing)
TRE3−19.8%28 Jan 2026not yet1,434 days (ongoing)
"Recovery time" = the climb only: trough to break-even (0%). "Underwater" = decline + recovery: peak to break-even.

Drawdown net of Italy inflation

Same curve in purchasing-power terms: as on the site, drawdown follows the real view (volatility stays nominal, per methodology)
0%-10%-20%-30%-40%-50%T3GBTRE32020202120222023202420252026trough T3GB: −30.8% · 18 Jun 2026trough TRE3: −31.6% · 07 May 2026
In real terms declines are deeper and recoveries slower. Monthly price index (Eurostat), held at the last published value.
Rebalix · T3GB vs TRE3section 2 of 4
RebalixT3GB vs TRE3 · report of 4 September 2026
T3GBInvesco US Treasury Bond 1-3 Year UCITS ETF GBP Hdg Dist · IE00BF2FNL98 · Bonds · Government GBP · 1-3 years · Europe
TRE3Invesco US Treasury Bond 1-3 Year UCITS ETF Dist · IE00BF2FNG46 · Bonds · Government · 1-3 years · North America

Geographic composition

% of portfolio, from full declared holdings
T3GBTRE3

Sector composition

GICS sectors, same sources and dates
T3GBTRE3

Portfolio overlap

97 common holdings · ticker match on full official portfolios
25%50%75%100%Weight of common holdings in T3GB100.0%Weight of common holdings in TRE3100.0%Truly shared part (duplicated investment)100.0%
How the shared part is computed: for each security held by both funds, only the SMALLER of the two weights counts — a stock at 5% in one fund and 1% in the other overlaps by 1%, not 5%. Summed over all 97 common holdings this gives 100.0%: buying both funds, roughly this share of your money buys the same stocks twice. Matching uses the ISIN of each security, as published by both issuers in their baskets.
Rebalix · T3GB vs TRE3section 3 of 4
RebalixT3GB vs TRE3 · report of 4 September 2026

Full comparison table

"—" = not published by the source, never estimated
T3GBInvesco US Treasury Bond 1-3 Year UCITS ETF GBP Hdg Dist · IE00BF2FNL98 · Bonds · Government GBP · 1-3 years · Europe
TRE3Invesco US Treasury Bond 1-3 Year UCITS ETF Dist · IE00BF2FNG46 · Bonds · Government · 1-3 years · North America
MetricT3GBTRE3Note
Identity
CategoryBonds · Government GBP · 1-3 years · EuropeBonds · Government · 1-3 years · North AmericaRebalix engine classification
ReplicationPhysicalPhysicalas declared by the issuer
Currency hedgingYes — hedged to GBPNosource: class name, factsheet
Income policydistributingdistributing
Costs
TER0.10%0.06%from the KID
Transaction costs (KID)0.03%0.00%internal
All-in cost0.13%0.06%TER + transaction
Tracking difference (3a)−0.02%vs its OWN index
Performance in euro (ECB rates)
1 year+3.6%+3.0%
3 years+12.2%+6.0%
5 years+7.8%+12.3%
10 years— = series younger than the window
Risk · last 3 years
Volatility (ann.)+2.54%+2.58%
Max drawdown−2.81%−2.68%
Sharpe-1.28-1.20risk-free = ECB MRO avg
Sortino-1.42-1.33like Sharpe, downside only
Fixed income
Duration1.79 yrs (eff.)1.79 yrs (eff.)T3GB: factsheet 31 Jul 2026 · TRE3: factsheet 31 Jul 2026
Duration bandshort (≤3 years)short (≤3 years)short ≤3 · medium 3–7 · long >7 yrs
Investment-grade share99.4%99.4%BBB−/Baa3 and above
Heaviest rating bucketAA (99.4%)AA (99.4%)
Most represented maturity1 to 3 years (95.3%)1 to 3 years (95.3%)
Distributions (fund currency)
Frequencyquarterlyquarterly
Distributions, last 12 months1.4111 GBP1.4962 USDper share
Distribution yield3.83%3.88%12 months / NAV
Last ex-date10 Sept 2026 · 0.346 GBP10 Sept 2026 · 0.3678 USD
Italian taxation
Effective capital-gains rate12.50%12.50%white list, current half-year
Documents & exchanges
Listing venues9ESMA register
Borsa Italiana tickerTRE3
Indicative cumulative cost: on 10,000 euro over 5 years (stated assumption: 5%/yr growth, cost = TER + transaction) ~83 euro T3GB · ~38 euro TRE3. Broker costs not included.

Disclaimer

This document is for information only and does not constitute investment advice under Directive 2014/65/EU (MiFID II), investment research, a personal recommendation, or an offer or solicitation to buy or sell financial instruments.

Past performance is not indicative of, nor a guarantee of, future results. The value of an investment can go down as well as up and investors may not get back the capital invested. Euro returns are affected by currency fluctuations.

Before any investment decision, read the KID and the Prospectus, available from the issuers. Tax treatment depends on individual circumstances and may change.

Data come from official issuer documents and public registers, following the public methodology at rebalix.com/en/methodology. "—" fields were not published by the source and have not been estimated. Rebalix receives no compensation from the issuers mentioned.

Rebalix · T3GB vs TRE3section 4 of 4