CBUG.DE vs. DX2E.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and DX2E.DE (Xtrackers S&P Global Infrastructure Swap UCITS ETF (Acc)) are both Global Equities funds - CBUG.DE tracks the MSCI ACWI SMID NR USD while DX2E.DE tracks the S&P Global Infrastructure Net Total Return Index. Both are passively managed. Over the past 3 years, CBUG.DE returned 14.07%/yr vs 14.46%/yr for DX2E.DE. A 0.57 correlation means they provide meaningful diversification when combined. CBUG.DE charges 0.10%/yr vs 0.60%/yr for DX2E.DE.
Performance
CBUG.DE vs. DX2E.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 DX2E.DE's 12.97% return.
CBUG.DE
- 1D
- -0.16%
- 1M
- -0.00%
- 6M
- 11.31%
- YTD
- 16.41%
- 1Y
- 28.15%
- 3Y*
- 14.07%
- 5Y*
- —
- 10Y*
- —
DX2E.DE
- 1D
- -0.43%
- 1M
- 1.79%
- 6M
- 11.15%
- YTD
- 12.97%
- 1Y
- 19.57%
- 3Y*
- 14.46%
- 5Y*
- 11.16%
- 10Y*
- 7.32%
CBUG.DE vs. DX2E.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 16.41% | 6.50% | 13.10% | 11.25% | -14.07% | 2.02% |
DX2E.DE Xtrackers S&P Global Infrastructure Swap UCITS ETF (Acc) | 12.97% | 7.67% | 20.50% | 1.50% | 5.79% | 3.11% |
Correlation
The correlation between CBUG.DE and DX2E.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.57 |
Over the past year, the correlation between CBUG.DE and DX2E.DE has dropped to 0.33 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
CBUG.DE vs. DX2E.DE — Risk / Return Rank
CBUG.DE
DX2E.DE
CBUG.DE vs. DX2E.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 Xtrackers S&P Global Infrastructure Swap UCITS ETF (Acc) (DX2E.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 | DX2E.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.35 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 4.07 | -0.20 |
| Martin ratioReturn relative to average drawdown | 14.52 | 10.13 | +4.39 |
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Drawdowns
CBUG.DE vs. DX2E.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.57%, smaller than the maximum DX2E.DE drawdown of -63.84%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and DX2E.DE.
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Drawdown Indicators
| CBUG.DE | DX2E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -63.84% | +39.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -4.79% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -24.57% | -14.59% | -9.98% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.15% | — |
Current DrawdownCurrent decline from peak | -2.40% | -1.22% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -18.81% | +11.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.93% | 0.00% |
Volatility
CBUG.DE vs. DX2E.DE - Volatility Comparison
iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a higher volatility of 3.78% compared to Xtrackers S&P Global Infrastructure Swap UCITS ETF (Acc) (DX2E.DE) at 2.80%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than DX2E.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 | DX2E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 2.80% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 7.77% | +2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 9.80% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 12.20% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 14.75% | +1.89% |
CBUG.DE vs. DX2E.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than DX2E.DE's 0.60% expense ratio.
Dividends
CBUG.DE vs. DX2E.DE - Dividend Comparison
Neither CBUG.DE nor DX2E.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUG.DE and DX2E.DE have a correlation of 0.33, 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 0.60% for DX2E.DE.
CBUG.DE tracks MSCI ACWI SMID NR USD, while DX2E.DE tracks S&P Global Infrastructure Net Total Return Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.10% for CBUG.DE and 0.60% for DX2E.DE.
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