CBUG.DE vs. DEGC.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and DEGC.DE (Dimensional Global Core Equity UCITS ETF USD (Acc)) are both Global Equities funds. CBUG.DE is passively managed, while DEGC.DE is actively managed. Their correlation of 0.88 suggests significant overlap in exposure. CBUG.DE charges 0.10%/yr vs 0.26%/yr for DEGC.DE.
Performance
CBUG.DE vs. DEGC.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CBUG.DE achieves a 14.43% return, which is significantly higher than DEGC.DE's 11.44% return.
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
DEGC.DE
- 1D
- 0.20%
- 1M
- 3.23%
- YTD
- 11.44%
- 6M
- 11.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUG.DE vs. DEGC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 14.43% | 4.49% |
DEGC.DE Dimensional Global Core Equity UCITS ETF USD (Acc) | 11.44% | 2.00% |
Correlation
The correlation between CBUG.DE and DEGC.DE is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025 | 0.88 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CBUG.DE vs. DEGC.DE — Risk / Return Rank
CBUG.DE
DEGC.DE
CBUG.DE vs. DEGC.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 Dimensional Global Core Equity UCITS ETF USD (Acc) (DEGC.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 | DEGC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.37 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.94 | — | — |
| Martin ratioReturn relative to average drawdown | 14.66 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| CBUG.DE | DEGC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 2.82 | -2.40 |
Drawdowns
CBUG.DE vs. DEGC.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, which is greater than DEGC.DE's maximum drawdown of -5.49%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and DEGC.DE.
Loading charts...
Drawdown Indicators
| CBUG.DE | DEGC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -5.49% | -19.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -1.06% | -6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | — | — |
Volatility
CBUG.DE vs. DEGC.DE - Volatility Comparison
Loading charts...
Volatility by Period
| CBUG.DE | DEGC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 9.55% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 9.55% | +7.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 9.55% | +7.16% |
CBUG.DE vs. DEGC.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than DEGC.DE's 0.26% 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. DEGC.DE - Dividend Comparison
Neither CBUG.DE nor DEGC.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUG.DE and DEGC.DE have a correlation of 0.88, 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 0.26% for DEGC.DE.
They also come from different issuers: iShares and Dimensional. Their fees differ too: 0.10% for CBUG.DE and 0.26% for DEGC.DE.
Find the right allocation for CBUG.DE and DEGC.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer