CBU7.L vs. CSP1.L
Compare and contrast key facts about iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) and iShares Core S&P 500 UCITS ETF (CSP1.L).
CBU7.L and CSP1.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBU7.L is a passively managed fund by iShares that tracks the performance of the ICE U.S. Treasury 3-7 Year Bond Index. It was launched on Jun 3, 2009. CSP1.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both CBU7.L and CSP1.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
CBU7.L vs. CSP1.L - Performance Comparison
Loading graphics...
CBU7.L vs. CSP1.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | -0.36% | 7.34% | 2.16% | 4.26% | -9.35% | -2.35% | 6.98% | 6.06% | 1.21% | 1.26% |
CSP1.L iShares Core S&P 500 UCITS ETF | -6.08% | 17.63% | 25.22% | 26.11% | -18.77% | 29.88% | 17.14% | 31.49% | -5.65% | 21.38% |
Different Trading Currencies
CBU7.L is traded in USD, while CSP1.L is traded in GBp. To make them comparable, the CSP1.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CBU7.L achieves a -0.36% return, which is significantly higher than CSP1.L's -6.79% return. Over the past 10 years, CBU7.L has underperformed CSP1.L with an annualized return of 1.43%, while CSP1.L has yielded a comparatively higher 13.55% annualized return.
CBU7.L
- 1D
- 0.06%
- 1M
- -1.45%
- YTD
- -0.36%
- 6M
- 0.99%
- 1Y
- 4.16%
- 3Y*
- 3.59%
- 5Y*
- 0.58%
- 10Y*
- 1.43%
CSP1.L
- 1D
- 0.00%
- 1M
- -6.89%
- YTD
- -6.79%
- 6M
- -3.23%
- 1Y
- 16.49%
- 3Y*
- 17.65%
- 5Y*
- 11.14%
- 10Y*
- 13.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CBU7.L vs. CSP1.L - Expense Ratio Comparison
Both CBU7.L and CSP1.L have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
CBU7.L vs. CSP1.L — Risk / Return Rank
CBU7.L
CSP1.L
CBU7.L vs. CSP1.L - 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 iShares Core S&P 500 UCITS ETF (CSP1.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.
| CBU7.L | CSP1.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.04 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.51 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.23 | +0.53 |
Martin ratioReturn relative to average drawdown | 5.81 | 5.77 | +0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CBU7.L | CSP1.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.04 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.71 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.84 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.92 | -0.33 |
Correlation
The correlation between CBU7.L and CSP1.L is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CBU7.L vs. CSP1.L - Dividend Comparison
Neither CBU7.L nor CSP1.L has paid dividends to shareholders.
Drawdowns
CBU7.L vs. CSP1.L - Drawdown Comparison
The maximum CBU7.L drawdown since its inception was -14.18%, smaller than the maximum CSP1.L drawdown of -33.51%. Use the drawdown chart below to compare losses from any high point for CBU7.L and CSP1.L.
Loading graphics...
Drawdown Indicators
| CBU7.L | CSP1.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.18% | -25.48% | +11.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.23% | -10.33% | +8.10% |
Max Drawdown (5Y)Largest decline over 5 years | -13.55% | -20.77% | +7.22% |
Max Drawdown (10Y)Largest decline over 10 years | -14.18% | -25.48% | +11.30% |
Current DrawdownCurrent decline from peak | -1.45% | -6.13% | +4.68% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -3.35% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 2.73% | -2.05% |
Volatility
CBU7.L vs. CSP1.L - Volatility Comparison
The current volatility for iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) is 1.15%, while iShares Core S&P 500 UCITS ETF (CSP1.L) has a volatility of 3.72%. This indicates that CBU7.L experiences smaller price fluctuations and is considered to be less risky than CSP1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CBU7.L | CSP1.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 3.72% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 8.40% | -6.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.43% | 15.79% | -12.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 15.71% | -11.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.09% | 16.10% | -12.01% |