CBUG.DE vs. CSY9.DE
Compare and contrast key facts about iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) and CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE).
CBUG.DE and CSY9.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBUG.DE is a passively managed fund by iShares that tracks the performance of the MSCI ACWI SMID NR USD. It was launched on Dec 8, 2021. CSY9.DE is a passively managed fund by Credit Suisse that tracks the performance of the MSCI World ESG Leaders Minimum Volatility. It was launched on Jul 24, 2020. Both CBUG.DE and CSY9.DE 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
CBUG.DE vs. CSY9.DE - Performance Comparison
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CBUG.DE vs. CSY9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 3.51% | 6.47% | 13.17% | 11.34% | -14.17% | 2.96% |
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | -1.04% | -0.67% | 16.05% | 5.76% | -5.25% | 2.72% |
Returns By Period
In the year-to-date period, CBUG.DE achieves a 3.51% return, which is significantly higher than CSY9.DE's -1.04% return.
CBUG.DE
- 1D
- 2.59%
- 1M
- -3.83%
- YTD
- 3.51%
- 6M
- 8.66%
- 1Y
- 18.59%
- 3Y*
- 10.57%
- 5Y*
- —
- 10Y*
- —
CSY9.DE
- 1D
- 0.55%
- 1M
- -3.18%
- YTD
- -1.04%
- 6M
- 0.52%
- 1Y
- -3.44%
- 3Y*
- 6.14%
- 5Y*
- 5.63%
- 10Y*
- —
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CBUG.DE vs. CSY9.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than CSY9.DE's 0.25% 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
CBUG.DE vs. CSY9.DE — Risk / Return Rank
CBUG.DE
CSY9.DE
CBUG.DE vs. CSY9.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 CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | -0.30 | +1.34 |
Sortino ratioReturn per unit of downside risk | 1.45 | -0.32 | +1.77 |
Omega ratioGain probability vs. loss probability | 1.21 | 0.96 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | -0.34 | +2.55 |
Martin ratioReturn relative to average drawdown | 8.75 | -0.97 | +9.73 |
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 | CSY9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | -0.30 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.46 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.55 | -0.27 |
Correlation
The correlation between CBUG.DE and CSY9.DE is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CBUG.DE vs. CSY9.DE - Dividend Comparison
Neither CBUG.DE nor CSY9.DE has paid dividends to shareholders.
Drawdowns
CBUG.DE vs. CSY9.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, which is greater than CSY9.DE's maximum drawdown of -13.92%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and CSY9.DE.
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Drawdown Indicators
| CBUG.DE | CSY9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -13.92% | -10.67% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -10.38% | -3.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.92% | — |
Current DrawdownCurrent decline from peak | -4.22% | -6.70% | +2.48% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -3.66% | -4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.94% | -0.79% |
Volatility
CBUG.DE vs. CSY9.DE - Volatility Comparison
iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a higher volatility of 5.59% compared to CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) at 3.00%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 3.00% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 5.79% | +4.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.77% | 11.51% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 12.06% | +4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 12.03% | +4.79% |