CBUG.DE vs. F50A.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and F50A.DE (Amundi Prime Global UCITS ETF Accumulating) are both Global Equities funds - CBUG.DE tracks the MSCI ACWI SMID NR USD while F50A.DE tracks the Solactive GBS Developed Markets Large & Mid Cap Index. Both are passively managed. Over the past 3 years, CBUG.DE returned 13.75%/yr vs 17.70%/yr for F50A.DE. Their correlation of 0.82 suggests significant overlap in exposure. CBUG.DE charges 0.10%/yr vs 0.05%/yr for F50A.DE.
Performance
CBUG.DE vs. F50A.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 higher than F50A.DE's 10.81% return.
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
F50A.DE
- 1D
- -0.04%
- 1M
- 3.68%
- YTD
- 10.81%
- 6M
- 10.16%
- 1Y
- 23.82%
- 3Y*
- 17.70%
- 5Y*
- 12.94%
- 10Y*
- —
CBUG.DE vs. F50A.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% |
F50A.DE Amundi Prime Global UCITS ETF Accumulating | 10.81% | 8.58% | 25.85% | 19.91% | -13.61% | 3.41% |
Correlation
The correlation between CBUG.DE and F50A.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 | 0.76 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.82 |
The correlation between CBUG.DE and F50A.DE has been stable across timeframes, ranging from 0.76 to 0.82 - a consistent structural relationship.
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Return for Risk
CBUG.DE vs. F50A.DE — Risk / Return Rank
CBUG.DE
F50A.DE
CBUG.DE vs. F50A.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 Prime Global UCITS ETF Accumulating (F50A.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 | F50A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.40 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.94 | 3.66 | +0.28 |
| Martin ratioReturn relative to average drawdown | 14.66 | 14.61 | +0.05 |
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 | F50A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.17 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.71 | -0.30 |
Drawdowns
CBUG.DE vs. F50A.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, smaller than the maximum F50A.DE drawdown of -32.88%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and F50A.DE.
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Drawdown Indicators
| CBUG.DE | F50A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -32.88% | +8.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -6.62% | -0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -21.49% | -3.10% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.49% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.39% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -4.72% | -2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 1.66% | +0.28% |
Volatility
CBUG.DE vs. F50A.DE - Volatility Comparison
iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a higher volatility of 3.41% compared to Amundi Prime Global UCITS ETF Accumulating (F50A.DE) at 2.63%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than F50A.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 | F50A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.63% | +0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 7.95% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 11.18% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 14.60% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 17.70% | -0.99% |
CBUG.DE vs. F50A.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is higher than F50A.DE's 0.05% expense ratio. However, 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. F50A.DE - Dividend Comparison
Neither CBUG.DE nor F50A.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUG.DE and F50A.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, F50A.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
F50A.DE is cheaper with a 0.05% expense ratio, compared with 0.10% for CBUG.DE.
CBUG.DE tracks MSCI ACWI SMID NR USD, while F50A.DE tracks Solactive GBS Developed Markets Large & Mid Cap Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.10% for CBUG.DE and 0.05% for F50A.DE.
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