CBUG.DE vs. CBUQ.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) are both Global Equities funds from iShares - CBUG.DE tracks the MSCI ACWI SMID NR USD while CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel. Both are passively managed. Over the past 3 years, CBUG.DE returned 14.07%/yr vs 14.50%/yr for CBUQ.DE. Their correlation of 0.82 suggests significant overlap in exposure. CBUG.DE charges 0.10%/yr vs 0.20%/yr for CBUQ.DE.
Performance
CBUG.DE vs. CBUQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUG.DE achieves a 16.41% return, which is significantly higher than CBUQ.DE's 14.67% return.
CBUG.DE
- 1D
- -0.16%
- 1M
- -0.00%
- 6M
- 11.31%
- YTD
- 16.41%
- 1Y
- 28.15%
- 3Y*
- 14.07%
- 5Y*
- —
- 10Y*
- —
CBUQ.DE
- 1D
- 0.00%
- 1M
- 0.41%
- 6M
- 11.76%
- YTD
- 14.67%
- 1Y
- 23.18%
- 3Y*
- 14.50%
- 5Y*
- —
- 10Y*
- —
CBUG.DE vs. CBUQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 16.41% | 6.50% | 13.10% | 11.25% | -4.17% |
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 14.67% | 4.50% | 18.80% | 18.75% | -10.33% |
Correlation
The correlation between CBUG.DE and CBUQ.DE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.82 |
The correlation between CBUG.DE and CBUQ.DE has been stable across timeframes, ranging from 0.79 to 0.82 - a consistent structural relationship.
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Return for Risk
CBUG.DE vs. CBUQ.DE — Risk / Return Rank
CBUG.DE
CBUQ.DE
CBUG.DE vs. CBUQ.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 iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBUG.DE | CBUQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.32 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 3.15 | +0.72 |
| Martin ratioReturn relative to average drawdown | 14.52 | 11.55 | +2.97 |
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Drawdowns
CBUG.DE vs. CBUQ.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.57%, which is greater than CBUQ.DE's maximum drawdown of -21.14%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and CBUQ.DE.
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Drawdown Indicators
| CBUG.DE | CBUQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -21.14% | -3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -7.40% | +0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -24.57% | -21.14% | -3.43% |
Current DrawdownCurrent decline from peak | -2.40% | -1.36% | -1.04% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -3.10% | -4.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 2.01% | -0.08% |
Volatility
CBUG.DE vs. CBUQ.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) is 3.78%, while iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a volatility of 4.07%. This indicates that CBUG.DE experiences smaller price fluctuations and is considered to be less risky than CBUQ.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 | CBUQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 4.07% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 10.33% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 13.34% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 13.88% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 13.88% | +2.76% |
CBUG.DE vs. CBUQ.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than CBUQ.DE's 0.20% 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%.
Dividends
CBUG.DE vs. CBUQ.DE - Dividend Comparison
CBUG.DE has not paid dividends to shareholders, while CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 0.00% | 0.00% | 0.00% | 0.00% |
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 1.24% | 1.28% | 1.44% | 1.58% |
Frequently Asked Questions
CBUG.DE and CBUQ.DE have a correlation of 0.79, 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 0.20% for CBUQ.DE.
CBUG.DE tracks MSCI ACWI SMID NR USD, while CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel. Their fees differ too: 0.10% for CBUG.DE and 0.20% for CBUQ.DE.
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