CBUG.DE vs. IS3Q.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and IS3Q.DE (iShares Edge MSCI World Quality Factor UCITS ETF (Acc)) are both Global Equities funds from iShares - CBUG.DE tracks the MSCI ACWI SMID NR USD while IS3Q.DE tracks the MSCI World Sector Neutral Quality. Both are passively managed. Over the past 3 years, CBUG.DE returned 13.75%/yr vs 15.09%/yr for IS3Q.DE. Their correlation of 0.81 suggests significant overlap in exposure. CBUG.DE charges 0.10%/yr vs 0.30%/yr for IS3Q.DE.
Performance
CBUG.DE vs. IS3Q.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 IS3Q.DE's 9.47% return.
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
IS3Q.DE
- 1D
- 0.75%
- 1M
- 3.07%
- YTD
- 9.47%
- 6M
- 9.57%
- 1Y
- 18.81%
- 3Y*
- 15.09%
- 5Y*
- 11.35%
- 10Y*
- 12.05%
CBUG.DE vs. IS3Q.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% |
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 9.47% | 2.80% | 23.78% | 21.70% | -14.84% | 3.11% |
Correlation
The correlation between CBUG.DE and IS3Q.DE is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.81 |
The correlation between CBUG.DE and IS3Q.DE has been stable across timeframes, ranging from 0.75 to 0.81 - a consistent structural relationship.
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Return for Risk
CBUG.DE vs. IS3Q.DE — Risk / Return Rank
CBUG.DE
IS3Q.DE
CBUG.DE vs. IS3Q.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 Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.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 | IS3Q.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.33 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.94 | 2.97 | +0.97 |
| Martin ratioReturn relative to average drawdown | 14.66 | 11.80 | +2.86 |
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 | IS3Q.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 1.76 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.76 | -0.35 |
Drawdowns
CBUG.DE vs. IS3Q.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, smaller than the maximum IS3Q.DE drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and IS3Q.DE.
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Drawdown Indicators
| CBUG.DE | IS3Q.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -32.31% | +7.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -6.33% | -0.88% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -20.63% | -3.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.31% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.12% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -4.61% | -2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 1.60% | +0.34% |
Volatility
CBUG.DE vs. IS3Q.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 iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) at 2.37%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than IS3Q.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 | IS3Q.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.37% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 7.31% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 10.66% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 14.15% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 14.89% | +1.82% |
CBUG.DE vs. IS3Q.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than IS3Q.DE's 0.30% expense ratio.
Dividends
CBUG.DE vs. IS3Q.DE - Dividend Comparison
Neither CBUG.DE nor IS3Q.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUG.DE and IS3Q.DE have a correlation of 0.81, 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 0.30% for IS3Q.DE.
CBUG.DE tracks MSCI ACWI SMID NR USD, while IS3Q.DE tracks MSCI World Sector Neutral Quality. Their fees differ too: 0.10% for CBUG.DE and 0.30% for IS3Q.DE.
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