CBUE.DE vs. SXR8.DE
CBUE.DE (iShares $ Treasury Bond 3-7yr UCITS ETF EUR Hedged Dist) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - CBUE.DE is a Intermediate Core Bond fund tracking the ICE U.S. Treasury 3-7 Year Bond Index, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, CBUE.DE returned -1.53%/yr vs 14.77%/yr for SXR8.DE. At a correlation of -0.11, they often move in opposite directions. CBUE.DE charges 0.10%/yr vs 0.07%/yr for SXR8.DE.
Performance
CBUE.DE vs. SXR8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUE.DE achieves a -1.08% return, which is significantly lower than SXR8.DE's 11.37% return.
CBUE.DE
- 1D
- 0.19%
- 1M
- -0.51%
- YTD
- -1.08%
- 6M
- -0.85%
- 1Y
- 1.15%
- 3Y*
- 1.76%
- 5Y*
- -1.53%
- 10Y*
- —
SXR8.DE
- 1D
- -0.15%
- 1M
- 4.36%
- YTD
- 11.37%
- 6M
- 10.83%
- 1Y
- 25.54%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
CBUE.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CBUE.DE iShares $ Treasury Bond 3-7yr UCITS ETF EUR Hedged Dist | -1.08% | 5.07% | 0.22% | 2.07% | -11.41% | -3.25% | 5.63% | 2.72% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 11.37% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 19.78% |
Correlation
The correlation between CBUE.DE and SXR8.DE is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2019 | -0.11 |
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Return for Risk
CBUE.DE vs. SXR8.DE — Risk / Return Rank
CBUE.DE
SXR8.DE
CBUE.DE vs. SXR8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Treasury Bond 3-7yr UCITS ETF EUR Hedged Dist (CBUE.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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.
| CBUE.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.41 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 3.58 | -3.22 |
| Martin ratioReturn relative to average drawdown | 1.04 | 12.71 | -11.67 |
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
| CBUE.DE | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 2.21 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.96 | -1.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.79 | -0.82 |
Drawdowns
CBUE.DE vs. SXR8.DE - Drawdown Comparison
The maximum CBUE.DE drawdown since its inception was -17.60%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for CBUE.DE and SXR8.DE.
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Drawdown Indicators
| CBUE.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.60% | -33.78% | +16.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -7.13% | +4.21% |
Max Drawdown (3Y)Largest decline over 3 years | -4.11% | -23.32% | +19.21% |
Max Drawdown (5Y)Largest decline over 5 years | -16.28% | -23.32% | +7.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.78% | — |
Current DrawdownCurrent decline from peak | -9.67% | -0.45% | -9.22% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -5.17% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.01% | -1.00% |
Volatility
CBUE.DE vs. SXR8.DE - Volatility Comparison
The current volatility for iShares $ Treasury Bond 3-7yr UCITS ETF EUR Hedged Dist (CBUE.DE) is 1.26%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 2.65%. This indicates that CBUE.DE experiences smaller price fluctuations and is considered to be less risky than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUE.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 2.65% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 7.57% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 11.56% | -7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.03% | 15.16% | -10.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.58% | 16.09% | -11.51% |
CBUE.DE vs. SXR8.DE - Expense Ratio Comparison
CBUE.DE has a 0.10% expense ratio, which is higher than SXR8.DE's 0.07% 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
CBUE.DE vs. SXR8.DE - Dividend Comparison
CBUE.DE's dividend yield for the trailing twelve months is around 3.86%, while SXR8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CBUE.DE iShares $ Treasury Bond 3-7yr UCITS ETF EUR Hedged Dist | 3.86% | 3.91% | 3.66% | 2.66% | 1.47% | 1.02% | 1.84% | 1.00% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CBUE.DE and SXR8.DE have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.10% for CBUE.DE.
CBUE.DE is categorized as Intermediate Core Bond, while SXR8.DE is S&P 500. CBUE.DE tracks ICE U.S. Treasury 3-7 Year Bond Index, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.10% for CBUE.DE and 0.07% for SXR8.DE.
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