AW1P.DE vs. CBUG.DE
AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - AW1P.DE tracks the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, AW1P.DE returned 18.25%/yr vs 15.67%/yr for CBUG.DE. Their correlation of 0.82 suggests significant overlap in exposure. AW1P.DE charges 0.25%/yr vs 0.10%/yr for CBUG.DE.
Performance
AW1P.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW1P.DE achieves a 17.23% return, which is significantly lower than CBUG.DE's 18.13% return.
AW1P.DE
- 1D
- 0.00%
- 1M
- 3.70%
- YTD
- 17.23%
- 6M
- 17.79%
- 1Y
- 29.89%
- 3Y*
- 18.25%
- 5Y*
- —
- 10Y*
- —
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
AW1P.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 17.23% | 3.61% | 25.39% | 22.76% | -14.89% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 13.10% | 11.25% | -5.33% |
Correlation
The correlation between AW1P.DE and CBUG.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.82 |
The correlation between AW1P.DE and CBUG.DE has been stable across timeframes, ranging from 0.78 to 0.82 - a consistent structural relationship.
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Return for Risk
AW1P.DE vs. CBUG.DE — Risk / Return Rank
AW1P.DE
CBUG.DE
AW1P.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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.
| AW1P.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.43 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 4.63 | -0.91 |
| Martin ratioReturn relative to average drawdown | 13.64 | 17.68 | -4.05 |
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Drawdowns
AW1P.DE vs. CBUG.DE - Drawdown Comparison
The maximum AW1P.DE drawdown since its inception was -23.64%, roughly equal to the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for AW1P.DE and CBUG.DE.
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Drawdown Indicators
| AW1P.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -24.57% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -7.24% | -0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -24.57% | +0.93% |
Current DrawdownCurrent decline from peak | -1.17% | 0.00% | -1.17% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -7.41% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.90% | +0.30% |
Volatility
AW1P.DE vs. CBUG.DE - Volatility Comparison
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) has a higher volatility of 4.33% compared to iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) at 3.37%. This indicates that AW1P.DE's price experiences larger fluctuations and is considered to be riskier 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
| AW1P.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 3.37% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 10.00% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.32% | 13.98% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 16.66% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.77% | 16.66% | -0.89% |
AW1P.DE vs. CBUG.DE - Expense Ratio Comparison
AW1P.DE has a 0.25% 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
AW1P.DE vs. CBUG.DE - Dividend Comparison
Neither AW1P.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1P.DE and CBUG.DE have a correlation of 0.80, 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 0.25% for AW1P.DE.
AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: UBS and iShares. Their fees differ too: 0.25% for AW1P.DE and 0.10% for CBUG.DE.
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