CBUG.DE vs. UBU7.DE
CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - CBUG.DE tracks the MSCI ACWI SMID NR USD while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 3 years, CBUG.DE returned 13.75%/yr vs 17.49%/yr for UBU7.DE. Their correlation of 0.85 suggests significant overlap in exposure. Both charge a 0.10% expense ratio.
Performance
CBUG.DE vs. UBU7.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 UBU7.DE's 10.81% return.
CBUG.DE
- 1D
- 0.52%
- 1M
- 4.17%
- YTD
- 14.43%
- 6M
- 15.69%
- 1Y
- 28.51%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
CBUG.DE vs. UBU7.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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 3.36% |
Correlation
The correlation between CBUG.DE and UBU7.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 | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.85 |
The correlation between CBUG.DE and UBU7.DE has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
CBUG.DE vs. UBU7.DE — Risk / Return Rank
CBUG.DE
UBU7.DE
CBUG.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.10 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.40 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.94 | 3.58 | +0.36 |
| Martin ratioReturn relative to average drawdown | 14.66 | 14.23 | +0.43 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.14 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.82 | -0.41 |
Drawdowns
CBUG.DE vs. UBU7.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and UBU7.DE.
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Drawdown Indicators
| CBUG.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -33.84% | +9.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.21% | -6.61% | -0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -21.69% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.69% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.84% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.31% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -4.24% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 1.66% | +0.28% |
Volatility
CBUG.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) at 2.57%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 2.57% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 7.61% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.90% | 11.04% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.71% | 14.11% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 15.11% | +1.60% |
CBUG.DE vs. UBU7.DE - Expense Ratio Comparison
Both CBUG.DE and UBU7.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
CBUG.DE vs. UBU7.DE - Dividend Comparison
CBUG.DE has not paid dividends to shareholders, while UBU7.DE's dividend yield for the trailing twelve months is around 1.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
CBUG.DE and UBU7.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.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CBUG.DE and UBU7.DE have the same expense ratio: 0.10% per year.
CBUG.DE tracks MSCI ACWI SMID NR USD, while UBU7.DE tracks MSCI World. They also come from different issuers: iShares and UBS.
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