CBUG.DE vs. SXRV.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - CBUG.DE is a Global Equities fund tracking the MSCI ACWI SMID NR USD, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 3 years, CBUG.DE returned 13.75%/yr vs 24.53%/yr for SXRV.DE. A 0.69 correlation means they provide meaningful diversification when combined. CBUG.DE charges 0.10%/yr vs 0.36%/yr for SXRV.DE.
Performance
CBUG.DE vs. SXRV.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 lower than SXRV.DE's 20.57% return.
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
CBUG.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 4.11% |
Correlation
The correlation between CBUG.DE and SXRV.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.69 |
The correlation between CBUG.DE and SXRV.DE has been stable across timeframes, ranging from 0.60 to 0.69 - a consistent structural relationship.
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Return for Risk
CBUG.DE vs. SXRV.DE — Risk / Return Rank
CBUG.DE
SXRV.DE
CBUG.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.42 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.94 | 3.75 | +0.19 |
| Martin ratioReturn relative to average drawdown | 14.66 | 11.16 | +3.50 |
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 | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.40 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.93 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.91 | -0.49 |
Drawdowns
CBUG.DE vs. SXRV.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and SXRV.DE.
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Drawdown Indicators
| CBUG.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -32.80% | +8.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -10.03% | +2.82% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -26.69% | +2.10% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.83% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -6.56% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 3.38% | -1.44% |
Volatility
CBUG.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) is 3.41%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 4.26%. This indicates that CBUG.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 4.26% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 10.98% | -1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 15.67% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 19.84% | -3.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 19.65% | -2.94% |
CBUG.DE vs. SXRV.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
CBUG.DE vs. SXRV.DE - Dividend Comparison
Neither CBUG.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUG.DE and SXRV.DE have a correlation of 0.64, 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 0.36% for SXRV.DE.
CBUG.DE is categorized as Global Equities, while SXRV.DE is Nasdaq-100. CBUG.DE tracks MSCI ACWI SMID NR USD, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.10% for CBUG.DE and 0.36% for SXRV.DE.
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