CBS5.L vs. USCR.L
Compare and contrast key facts about UBS ETF (LU) Bloomberg MSCI US Liquid Corporates 1-5 Year Sustainable UCITS ETF (USD) A-acc (CBS5.L) and SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF (USCR.L).
CBS5.L and USCR.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBS5.L is a passively managed fund by UBS that tracks the performance of the Bloomberg US Corp Bond TR USD. It was launched on Mar 31, 2022. USCR.L is a passively managed fund by State Street that tracks the performance of the Bloomberg US Corp Bond TR USD. It was launched on Oct 23, 2020. Both CBS5.L and USCR.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CBS5.L vs. USCR.L - Performance Comparison
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CBS5.L vs. USCR.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBS5.L UBS ETF (LU) Bloomberg MSCI US Liquid Corporates 1-5 Year Sustainable UCITS ETF (USD) A-acc | 1.00% | -0.23% | 6.03% | 0.27% | 2.22% |
USCR.L SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF | 0.62% | 0.02% | 3.98% | 2.62% | -0.66% |
Different Trading Currencies
CBS5.L is traded in GBp, while USCR.L is traded in USD. To make them comparable, the USCR.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with CBS5.L having a 1.00% return and USCR.L slightly higher at 1.02%.
CBS5.L
- 1D
- -0.63%
- 1M
- -0.22%
- YTD
- 1.00%
- 6M
- 2.33%
- 1Y
- 1.67%
- 3Y*
- 2.76%
- 5Y*
- —
- 10Y*
- —
USCR.L
- 1D
- 0.21%
- 1M
- 0.21%
- YTD
- 1.02%
- 6M
- 2.22%
- 1Y
- 2.21%
- 3Y*
- 2.18%
- 5Y*
- 1.36%
- 10Y*
- —
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CBS5.L vs. USCR.L - Expense Ratio Comparison
CBS5.L has a 0.20% expense ratio, which is higher than USCR.L's 0.15% 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%.
Return for Risk
CBS5.L vs. USCR.L — Risk / Return Rank
CBS5.L
USCR.L
CBS5.L vs. USCR.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg MSCI US Liquid Corporates 1-5 Year Sustainable UCITS ETF (USD) A-acc (CBS5.L) and SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF (USCR.L). 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.
| CBS5.L | USCR.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.27 | -0.02 |
Sortino ratioReturn per unit of downside risk | 0.40 | 0.41 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.05 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.43 | -0.04 |
Martin ratioReturn relative to average drawdown | 0.76 | 0.90 | -0.15 |
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
| CBS5.L | USCR.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.27 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | -0.03 | +0.32 |
Correlation
The correlation between CBS5.L and USCR.L is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CBS5.L vs. USCR.L - Dividend Comparison
Neither CBS5.L nor USCR.L has paid dividends to shareholders.
Drawdowns
CBS5.L vs. USCR.L - Drawdown Comparison
The maximum CBS5.L drawdown since its inception was -14.59%, roughly equal to the maximum USCR.L drawdown of -14.00%. Use the drawdown chart below to compare losses from any high point for CBS5.L and USCR.L.
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Drawdown Indicators
| CBS5.L | USCR.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.59% | -22.42% | +7.83% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -4.10% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.42% | — |
Current DrawdownCurrent decline from peak | -2.59% | -2.00% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -8.52% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 1.02% | +1.67% |
Volatility
CBS5.L vs. USCR.L - Volatility Comparison
The current volatility for UBS ETF (LU) Bloomberg MSCI US Liquid Corporates 1-5 Year Sustainable UCITS ETF (USD) A-acc (CBS5.L) is 1.96%, while SPDR Bloomberg SASB U.S. Corporate ESG UCITS ETF (USCR.L) has a volatility of 2.86%. This indicates that CBS5.L experiences smaller price fluctuations and is considered to be less risky than USCR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBS5.L | USCR.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 2.86% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 4.20% | 5.44% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.68% | 8.25% | -1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.03% | 9.50% | -1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.03% | 9.45% | -1.42% |