9E0E.DE vs. CBU2.DE
9E0E.DE (Amundi Euro Aggregate Bond ESG UCITS ETF DR EUR (Dist)) and CBU2.DE (iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc)) are both Total Bond Market funds - 9E0E.DE tracks the Bloomberg Euro Aggregate ESG Index while CBU2.DE tracks the Bloomberg MSCI Euro Aggregate Sustainable and Green Bond SRI Index. Both are passively managed. Over the past 3 years, 9E0E.DE returned 2.52%/yr vs 2.51%/yr for CBU2.DE. Their correlation of 0.90 suggests significant overlap in exposure.
Performance
9E0E.DE vs. CBU2.DE - Performance Comparison
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Returns By Period
9E0E.DE
- 1D
- 0.04%
- 1M
- -0.98%
- 6M
- -0.47%
- YTD
- -0.04%
- 1Y
- 0.34%
- 3Y*
- 2.52%
- 5Y*
- —
- 10Y*
- —
CBU2.DE
- 1D
- 0.00%
- 1M
- -1.09%
- 6M
- -0.73%
- YTD
- -0.00%
- 1Y
- 0.18%
- 3Y*
- 2.51%
- 5Y*
- —
- 10Y*
- —
9E0E.DE vs. CBU2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
9E0E.DE Amundi Euro Aggregate Bond ESG UCITS ETF DR EUR (Dist) | -0.04% | 1.14% | 2.21% | 5.68% |
CBU2.DE iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) | -0.00% | 0.93% | 2.28% | 7.33% |
Correlation
The correlation between 9E0E.DE and CBU2.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2023 | 0.90 |
The correlation between 9E0E.DE and CBU2.DE has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.
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Return for Risk
9E0E.DE vs. CBU2.DE — Risk / Return Rank
9E0E.DE
CBU2.DE
9E0E.DE vs. CBU2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Euro Aggregate Bond ESG UCITS ETF DR EUR (Dist) (9E0E.DE) and iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) (CBU2.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 9E0E.DE | CBU2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.01 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.11 | 0.06 | +0.05 |
| Martin ratioReturn relative to average drawdown | 0.27 | 0.15 | +0.12 |
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Drawdowns
9E0E.DE vs. CBU2.DE - Drawdown Comparison
The maximum 9E0E.DE drawdown since its inception was -14.36%, which is greater than CBU2.DE's maximum drawdown of -3.29%. Use the drawdown chart below to compare losses from any high point for 9E0E.DE and CBU2.DE.
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Drawdown Indicators
| 9E0E.DE | CBU2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.36% | -3.29% | -11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.16% | -3.06% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -3.20% | -3.29% | +0.09% |
Current DrawdownCurrent decline from peak | -4.52% | -1.98% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -1.15% | -6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.22% | +0.03% |
Volatility
9E0E.DE vs. CBU2.DE - Volatility Comparison
Amundi Euro Aggregate Bond ESG UCITS ETF DR EUR (Dist) (9E0E.DE) has a higher volatility of 1.31% compared to iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) (CBU2.DE) at 0.96%. This indicates that 9E0E.DE's price experiences larger fluctuations and is considered to be riskier than CBU2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 9E0E.DE | CBU2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 0.96% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 3.40% | 3.49% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.95% | 4.12% | -0.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.57% | 4.85% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.57% | 4.85% | +0.72% |
Dividends
9E0E.DE vs. CBU2.DE - Dividend Comparison
9E0E.DE's dividend yield for the trailing twelve months is around 2.49%, while CBU2.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
9E0E.DE Amundi Euro Aggregate Bond ESG UCITS ETF DR EUR (Dist) | 2.49% | 2.49% | 1.83% | 1.60% | 0.77% |
CBU2.DE iShares € Aggregate Bond ESG SRI UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
9E0E.DE and CBU2.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
9E0E.DE tracks Bloomberg Euro Aggregate ESG Index, while CBU2.DE tracks Bloomberg MSCI Euro Aggregate Sustainable and Green Bond SRI Index. They also come from different issuers: Amundi and iShares.
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