AVWC.DE vs. CBUG.DE
AVWC.DE (Avantis Global Equity UCITS ETF USD Acc EUR) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds. AVWC.DE is actively managed, while CBUG.DE is passively managed. Over the past year, AVWC.DE returned 31.61% vs 33.69% for CBUG.DE. Their correlation of 0.88 suggests significant overlap in exposure. AVWC.DE charges 0.22%/yr vs 0.10%/yr for CBUG.DE.
Performance
AVWC.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AVWC.DE achieves a 16.14% return, which is significantly lower than CBUG.DE's 18.13% return.
AVWC.DE
- 1D
- 0.00%
- 1M
- 2.24%
- YTD
- 16.14%
- 6M
- 16.36%
- 1Y
- 31.61%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
AVWC.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWC.DE Avantis Global Equity UCITS ETF USD Acc EUR | 16.14% | 9.08% | 3.38% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 2.71% |
Correlation
The correlation between AVWC.DE and CBUG.DE is 0.85, 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 | 0.85 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2024 | 0.88 |
The correlation between AVWC.DE and CBUG.DE has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.
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Return for Risk
AVWC.DE vs. CBUG.DE — Risk / Return Rank
AVWC.DE
CBUG.DE
AVWC.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.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.
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.
| AVWC.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.43 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 5.79 | 4.63 | +1.16 |
| Martin ratioReturn relative to average drawdown | 22.37 | 17.68 | +4.69 |
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Drawdowns
AVWC.DE vs. CBUG.DE - Drawdown Comparison
The maximum AVWC.DE drawdown since its inception was -21.65%, smaller than the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for AVWC.DE and CBUG.DE.
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Drawdown Indicators
| AVWC.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.65% | -24.57% | +2.92% |
Max Drawdown (1Y)Largest decline over 1 year | -5.49% | -7.24% | +1.75% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.57% | — |
Current DrawdownCurrent decline from peak | -0.33% | 0.00% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -3.30% | -7.41% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.90% | -0.48% |
Volatility
AVWC.DE vs. CBUG.DE - Volatility Comparison
The current volatility for Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) is 3.16%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.37%. This indicates that AVWC.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
| AVWC.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 3.37% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 10.00% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.44% | 13.98% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.97% | 16.66% | -1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.97% | 16.66% | -1.69% |
AVWC.DE vs. CBUG.DE - Expense Ratio Comparison
AVWC.DE has a 0.22% 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
AVWC.DE vs. CBUG.DE - Dividend Comparison
Neither AVWC.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWC.DE and CBUG.DE have a correlation of 0.85, 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 0.22% for AVWC.DE.
They also come from different issuers: Avantis and iShares. Their fees differ too: 0.22% for AVWC.DE and 0.10% for CBUG.DE.
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