CBUG.DE vs. AMEC.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and AMEC.DE (Amundi Index Smart City UCITS ETF) are both Global Equities funds - CBUG.DE tracks the MSCI ACWI SMID NR USD while AMEC.DE tracks the Solactive Smart City. Both are passively managed. Over the past 3 years, CBUG.DE returned 13.75%/yr vs 17.35%/yr for AMEC.DE. Their correlation of 0.83 suggests significant overlap in exposure. CBUG.DE charges 0.10%/yr vs 0.35%/yr for AMEC.DE.
Performance
CBUG.DE vs. AMEC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUG.DE achieves a 14.43% return, which is significantly lower than AMEC.DE's 30.58% return.
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
AMEC.DE
- 1D
- -1.34%
- 1M
- 10.00%
- YTD
- 30.58%
- 6M
- 28.27%
- 1Y
- 45.51%
- 3Y*
- 17.35%
- 5Y*
- 6.68%
- 10Y*
- —
CBUG.DE vs. AMEC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 14.43% | 6.47% | 13.17% | 11.34% | -14.17% | 2.96% |
AMEC.DE Amundi Index Smart City UCITS ETF | 30.58% | 9.65% | 16.27% | 1.43% | -18.74% | 1.95% |
Correlation
The correlation between CBUG.DE and AMEC.DE is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.83 |
The correlation between CBUG.DE and AMEC.DE has been stable across timeframes, ranging from 0.83 to 0.83 - a consistent structural relationship.
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Return for Risk
CBUG.DE vs. AMEC.DE — Risk / Return Rank
CBUG.DE
AMEC.DE
CBUG.DE vs. AMEC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) and Amundi Index Smart City UCITS ETF (AMEC.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.
| CBUG.DE | AMEC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.45 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.94 | 5.09 | -1.15 |
| Martin ratioReturn relative to average drawdown | 14.66 | 16.11 | -1.45 |
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
| CBUG.DE | AMEC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.65 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.44 | -0.02 |
Drawdowns
CBUG.DE vs. AMEC.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, smaller than the maximum AMEC.DE drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and AMEC.DE.
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Drawdown Indicators
| CBUG.DE | AMEC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -35.49% | +10.90% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -9.02% | +1.81% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -24.98% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.33% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.34% | +1.34% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -11.50% | +4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.86% | -0.92% |
Volatility
CBUG.DE vs. AMEC.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) is 3.41%, while Amundi Index Smart City UCITS ETF (AMEC.DE) has a volatility of 6.73%. This indicates that CBUG.DE experiences smaller price fluctuations and is considered to be less risky than AMEC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUG.DE | AMEC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 6.73% | -3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 13.09% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 17.36% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 17.51% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 19.22% | -2.51% |
CBUG.DE vs. AMEC.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than AMEC.DE's 0.35% expense ratio.
Dividends
CBUG.DE vs. AMEC.DE - Dividend Comparison
Neither CBUG.DE nor AMEC.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUG.DE and AMEC.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUG.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUG.DE is cheaper with a 0.10% expense ratio, compared with 0.35% for AMEC.DE.
CBUG.DE tracks MSCI ACWI SMID NR USD, while AMEC.DE tracks Solactive Smart City. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.10% for CBUG.DE and 0.35% for AMEC.DE.
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