CBU7.L vs. IUIT.L
Compare and contrast key facts about iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L).
CBU7.L and IUIT.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. IUIT.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Information Technology Index. It was launched on Nov 20, 2015. Both CBU7.L and IUIT.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. IUIT.L - Performance Comparison
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CBU7.L vs. IUIT.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% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | -12.03% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.90% | -1.41% | 38.43% |
Returns By Period
In the year-to-date period, CBU7.L achieves a -0.36% return, which is significantly higher than IUIT.L's -12.03% return. Over the past 10 years, CBU7.L has underperformed IUIT.L with an annualized return of 1.43%, while IUIT.L has yielded a comparatively higher 22.04% 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%
IUIT.L
- 1D
- 0.65%
- 1M
- -6.74%
- YTD
- -12.03%
- 6M
- -9.61%
- 1Y
- 27.61%
- 3Y*
- 25.28%
- 5Y*
- 16.92%
- 10Y*
- 22.04%
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CBU7.L vs. IUIT.L - Expense Ratio Comparison
CBU7.L has a 0.07% expense ratio, which is lower than IUIT.L's 0.15% expense ratio. Despite the difference, 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
CBU7.L vs. IUIT.L — Risk / Return Rank
CBU7.L
IUIT.L
CBU7.L vs. IUIT.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 S&P 500 Information Technology Sector UCITS ETF (IUIT.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 | IUIT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.16 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.70 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.46 | +0.30 |
Martin ratioReturn relative to average drawdown | 5.81 | 4.33 | +1.48 |
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 | IUIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.16 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.72 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 1.03 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 1.00 | -0.41 |
Correlation
The correlation between CBU7.L and IUIT.L is -0.07. 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. IUIT.L - Dividend Comparison
Neither CBU7.L nor IUIT.L has paid dividends to shareholders.
Drawdowns
CBU7.L vs. IUIT.L - Drawdown Comparison
The maximum CBU7.L drawdown since its inception was -14.18%, smaller than the maximum IUIT.L drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for CBU7.L and IUIT.L.
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Drawdown Indicators
| CBU7.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.18% | -33.46% | +19.28% |
Max Drawdown (1Y)Largest decline over 1 year | -2.23% | -17.03% | +14.80% |
Max Drawdown (5Y)Largest decline over 5 years | -13.55% | -33.46% | +19.91% |
Max Drawdown (10Y)Largest decline over 10 years | -14.18% | -33.46% | +19.28% |
Current DrawdownCurrent decline from peak | -1.45% | -16.49% | +15.04% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -6.08% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 5.74% | -5.06% |
Volatility
CBU7.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) is 1.15%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 5.16%. This indicates that CBU7.L experiences smaller price fluctuations and is considered to be less risky than IUIT.L 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 | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | 5.16% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 14.66% | -12.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.43% | 23.77% | -20.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.67% | 23.35% | -18.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.09% | 22.44% | -18.35% |