CBUG.DE vs. V3AA.DE
Compare and contrast key facts about iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) and Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE).
CBUG.DE and V3AA.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CBUG.DE is a passively managed fund by iShares that tracks the performance of the MSCI ACWI SMID NR USD. It was launched on Dec 8, 2021. V3AA.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Choice Index. It was launched on Mar 23, 2021. Both CBUG.DE and V3AA.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CBUG.DE vs. V3AA.DE - Performance Comparison
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CBUG.DE vs. V3AA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 3.51% | 6.47% | 13.17% | 11.34% | -14.17% | 2.96% |
V3AA.DE Vanguard ESG Global All Cap UCITS ETF (USD) Acc | -2.48% | 7.60% | 24.41% | 20.63% | -18.04% | 2.89% |
Returns By Period
In the year-to-date period, CBUG.DE achieves a 3.51% return, which is significantly higher than V3AA.DE's -2.48% return.
CBUG.DE
- 1D
- 2.59%
- 1M
- -3.83%
- YTD
- 3.51%
- 6M
- 8.66%
- 1Y
- 18.59%
- 3Y*
- 10.57%
- 5Y*
- —
- 10Y*
- —
V3AA.DE
- 1D
- 2.60%
- 1M
- -3.77%
- YTD
- -2.48%
- 6M
- 0.88%
- 1Y
- 12.00%
- 3Y*
- 14.17%
- 5Y*
- 8.36%
- 10Y*
- —
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CBUG.DE vs. V3AA.DE - Expense Ratio Comparison
CBUG.DE has a 0.10% expense ratio, which is lower than V3AA.DE's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
CBUG.DE vs. V3AA.DE — Risk / Return Rank
CBUG.DE
V3AA.DE
CBUG.DE vs. V3AA.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 Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.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 | V3AA.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.73 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.07 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.35 | +0.86 |
Martin ratioReturn relative to average drawdown | 8.75 | 5.36 | +3.40 |
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 | V3AA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.73 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.63 | -0.34 |
Correlation
The correlation between CBUG.DE and V3AA.DE is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CBUG.DE vs. V3AA.DE - Dividend Comparison
Neither CBUG.DE nor V3AA.DE has paid dividends to shareholders.
Drawdowns
CBUG.DE vs. V3AA.DE - Drawdown Comparison
The maximum CBUG.DE drawdown since its inception was -24.59%, which is greater than V3AA.DE's maximum drawdown of -22.30%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and V3AA.DE.
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Drawdown Indicators
| CBUG.DE | V3AA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.59% | -22.30% | -2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.97% | -13.13% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.30% | — |
Current DrawdownCurrent decline from peak | -4.22% | -5.19% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -6.08% | -1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 2.27% | -0.12% |
Volatility
CBUG.DE vs. V3AA.DE - Volatility Comparison
iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a higher volatility of 5.59% compared to Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE) at 5.08%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than V3AA.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 | V3AA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.08% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 9.22% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.77% | 16.46% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.82% | 14.35% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 14.34% | +2.48% |