AHYQ.DE vs. CBUG.DE
AHYQ.DE (Amundi MSCI World III UCITS ETF Dist) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - AHYQ.DE tracks the MSCI World while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, AHYQ.DE returned 17.53%/yr vs 13.75%/yr for CBUG.DE. Their correlation of 0.85 suggests significant overlap in exposure. AHYQ.DE charges 0.20%/yr vs 0.10%/yr for CBUG.DE.
Performance
AHYQ.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AHYQ.DE achieves a 10.93% return, which is significantly lower than CBUG.DE's 14.43% return.
AHYQ.DE
- 1D
- -0.03%
- 1M
- 3.77%
- YTD
- 10.93%
- 6M
- 10.78%
- 1Y
- 23.61%
- 3Y*
- 17.53%
- 5Y*
- 12.23%
- 10Y*
- 11.90%
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
AHYQ.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AHYQ.DE Amundi MSCI World III UCITS ETF Dist | 10.93% | 7.92% | 25.91% | 20.09% | -15.16% | 3.36% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 14.43% | 6.47% | 13.17% | 11.34% | -14.17% | 2.96% |
Correlation
The correlation between AHYQ.DE and CBUG.DE is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.85 |
The correlation between AHYQ.DE and CBUG.DE has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
AHYQ.DE vs. CBUG.DE — Risk / Return Rank
AHYQ.DE
CBUG.DE
AHYQ.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World III UCITS ETF Dist (AHYQ.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.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.
| AHYQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 3.94 | -0.36 |
| Martin ratioReturn relative to average drawdown | 14.39 | 14.66 | -0.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AHYQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 2.04 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.42 | +0.39 |
Drawdowns
AHYQ.DE vs. CBUG.DE - Drawdown Comparison
The maximum AHYQ.DE drawdown since its inception was -33.70%, which is greater than CBUG.DE's maximum drawdown of -24.59%. Use the drawdown chart below to compare losses from any high point for AHYQ.DE and CBUG.DE.
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Drawdown Indicators
| AHYQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.70% | -24.59% | -9.11% |
Max Drawdown (1Y)Largest decline over 1 year | -6.60% | -7.21% | +0.61% |
Max Drawdown (3Y)Largest decline over 3 years | -21.77% | -24.59% | +2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -21.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.70% | — | — |
Current DrawdownCurrent decline from peak | -0.37% | 0.00% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -7.48% | +2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 1.94% | -0.29% |
Volatility
AHYQ.DE vs. CBUG.DE - Volatility Comparison
The current volatility for Amundi MSCI World III UCITS ETF Dist (AHYQ.DE) is 2.64%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.41%. This indicates that AHYQ.DE experiences smaller price fluctuations and is considered to be less risky than CBUG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AHYQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 3.41% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 9.78% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 13.90% | -2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 16.71% | -2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 16.71% | -1.42% |
AHYQ.DE vs. CBUG.DE - Expense Ratio Comparison
AHYQ.DE has a 0.20% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AHYQ.DE vs. CBUG.DE - Dividend Comparison
AHYQ.DE's dividend yield for the trailing twelve months is around 1.06%, while CBUG.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AHYQ.DE Amundi MSCI World III UCITS ETF Dist | 1.06% | 1.18% | 1.65% | 1.78% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AHYQ.DE and CBUG.DE have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUG.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUG.DE is cheaper with a 0.10% expense ratio, compared with 0.20% for AHYQ.DE.
AHYQ.DE tracks MSCI World, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.20% for AHYQ.DE and 0.10% for CBUG.DE.
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