AW10.DE vs. CBUG.DE
AW10.DE (UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - AW10.DE tracks the MSCI World Climate Paris Aligned while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, AW10.DE returned 18.11%/yr vs 15.67%/yr for CBUG.DE. Their correlation of 0.82 suggests significant overlap in exposure. AW10.DE charges 0.15%/yr vs 0.10%/yr for CBUG.DE.
Performance
AW10.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW10.DE achieves a 10.08% return, which is significantly lower than CBUG.DE's 18.13% return.
AW10.DE
- 1D
- 0.00%
- 1M
- 2.11%
- YTD
- 10.08%
- 6M
- 10.37%
- 1Y
- 21.89%
- 3Y*
- 18.11%
- 5Y*
- 11.80%
- 10Y*
- —
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
AW10.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW10.DE UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc | 10.08% | 9.11% | 25.31% | 21.54% | -17.22% | 2.03% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 13.10% | 11.25% | -14.07% | 2.02% |
Correlation
The correlation between AW10.DE and CBUG.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.82 |
The correlation between AW10.DE and CBUG.DE has been stable across timeframes, ranging from 0.77 to 0.82 - a consistent structural relationship.
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Return for Risk
AW10.DE vs. CBUG.DE — Risk / Return Rank
AW10.DE
CBUG.DE
AW10.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc (AW10.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.
| AW10.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -1.94 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.43 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 4.63 | -3.31 |
| Martin ratioReturn relative to average drawdown | 2.55 | 17.68 | -15.13 |
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Drawdowns
AW10.DE vs. CBUG.DE - Drawdown Comparison
The maximum AW10.DE drawdown since its inception was -19.92%, smaller than the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for AW10.DE and CBUG.DE.
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Drawdown Indicators
| AW10.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.92% | -24.57% | +4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -16.56% | -7.24% | -9.32% |
Max Drawdown (3Y)Largest decline over 3 years | -17.58% | -24.57% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -19.92% | — | — |
Current DrawdownCurrent decline from peak | -3.56% | 0.00% | -3.56% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -7.41% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.58% | 1.90% | +6.68% |
Volatility
AW10.DE vs. CBUG.DE - Volatility Comparison
UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) Acc (AW10.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) have volatilities of 3.47% and 3.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW10.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 3.37% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.35% | 10.00% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.78% | 13.98% | +10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 16.66% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.96% | 16.66% | +1.30% |
AW10.DE vs. CBUG.DE - Expense Ratio Comparison
AW10.DE has a 0.15% 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
AW10.DE vs. CBUG.DE - Dividend Comparison
Neither AW10.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
AW10.DE and CBUG.DE have a correlation of 0.77, 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 0.15% for AW10.DE.
AW10.DE tracks MSCI World Climate Paris Aligned, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: UBS and iShares. Their fees differ too: 0.15% for AW10.DE and 0.10% for CBUG.DE.
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