CBU7.L vs. AVEM
CBU7.L (iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc) and AVEM (Avantis Emerging Markets Equity ETF) are both exchange-traded funds - CBU7.L is a Government Bonds fund tracking the ICE U.S. Treasury 3-7 Year Bond Index, while AVEM is a Emerging Markets Equities fund actively managed by Avantis. CBU7.L is passively managed, while AVEM is actively managed. Over the past 5 years, CBU7.L returned 0.39%/yr vs 9.77%/yr for AVEM. At a 0.01 correlation, their price movements are largely independent. CBU7.L charges 0.07%/yr vs 0.33%/yr for AVEM.
Performance
CBU7.L vs. AVEM - Performance Comparison
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Returns By Period
In the year-to-date period, CBU7.L achieves a -0.52% return, which is significantly lower than AVEM's 26.71% return.
CBU7.L
- 1D
- 0.19%
- 1M
- -0.13%
- YTD
- -0.52%
- 6M
- -0.10%
- 1Y
- 3.16%
- 3Y*
- 3.73%
- 5Y*
- 0.39%
- 10Y*
- 1.39%
AVEM
- 1D
- -0.69%
- 1M
- 5.74%
- YTD
- 26.71%
- 6M
- 29.00%
- 1Y
- 52.18%
- 3Y*
- 25.80%
- 5Y*
- 9.77%
- 10Y*
- —
CBU7.L vs. AVEM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | -0.52% | 7.34% | 2.16% | 4.26% | -9.35% | -2.35% | 6.98% | 0.46% |
AVEM Avantis Emerging Markets Equity ETF | 26.71% | 34.48% | 7.49% | 15.30% | -18.15% | 5.16% | 14.39% | 11.13% |
Correlation
The correlation between CBU7.L and AVEM is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2019 | 0.01 |
The correlation between CBU7.L and AVEM shifts across timeframes, from 0.01 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CBU7.L vs. AVEM — Risk / Return Rank
CBU7.L
AVEM
CBU7.L vs. AVEM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) and Avantis Emerging Markets Equity ETF (AVEM). 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.
| CBU7.L | AVEM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.49 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 3.99 | -2.74 |
| Martin ratioReturn relative to average drawdown | 4.06 | 15.83 | -11.76 |
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
| CBU7.L | AVEM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 2.70 | -1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.54 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.65 | -0.07 |
Drawdowns
CBU7.L vs. AVEM - Drawdown Comparison
The maximum CBU7.L drawdown since its inception was -14.18%, smaller than the maximum AVEM drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for CBU7.L and AVEM.
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Drawdown Indicators
| CBU7.L | AVEM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.18% | -36.05% | +21.87% |
Max Drawdown (1Y)Largest decline over 1 year | -2.50% | -13.13% | +10.63% |
Max Drawdown (3Y)Largest decline over 3 years | -3.66% | -18.02% | +14.36% |
Max Drawdown (5Y)Largest decline over 5 years | -13.55% | -34.00% | +20.45% |
Max Drawdown (10Y)Largest decline over 10 years | -14.18% | — | — |
Current DrawdownCurrent decline from peak | -1.60% | -2.07% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -10.09% | +6.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 3.31% | -2.54% |
Volatility
CBU7.L vs. AVEM - Volatility Comparison
The current volatility for iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) is 1.13%, while Avantis Emerging Markets Equity ETF (AVEM) has a volatility of 8.22%. This indicates that CBU7.L experiences smaller price fluctuations and is considered to be less risky than AVEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBU7.L | AVEM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.13% | 8.22% | -7.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.15% | 16.74% | -14.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.96% | 19.47% | -16.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.70% | 18.34% | -13.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.10% | 20.55% | -16.45% |
CBU7.L vs. AVEM - Expense Ratio Comparison
CBU7.L has a 0.07% expense ratio, which is lower than AVEM's 0.33% expense ratio.
Dividends
CBU7.L vs. AVEM - Dividend Comparison
CBU7.L has not paid dividends to shareholders, while AVEM's dividend yield for the trailing twelve months is around 2.00%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVEM Avantis Emerging Markets Equity ETF | 2.00% | 2.45% | 3.17% | 3.06% | 2.77% | 2.61% | 1.60% | 0.35% |
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBU7.L and AVEM have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBU7.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBU7.L is cheaper with a 0.07% expense ratio, compared with 0.33% for AVEM.
CBU7.L is categorized as Government Bonds, while AVEM is Emerging Markets Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.07% for CBU7.L and 0.33% for AVEM.
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