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CBUG.DE vs. VOOM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBUG.DE vs. VOOM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) and Lyxor Global Gender Equality (DR) UCITS ETF - Acc (VOOM.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CBUG.DE achieves a 18.13% return, which is significantly higher than VOOM.DE's 8.02% return.


CBUG.DE

1D
0.65%
1M
4.21%
YTD
18.13%
6M
18.13%
1Y
33.69%
3Y*
15.67%
5Y*
10Y*

VOOM.DE

1D
0.34%
1M
3.17%
YTD
8.02%
6M
8.55%
1Y
20.20%
3Y*
13.53%
5Y*
7.61%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBUG.DE vs. VOOM.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CBUG.DE
iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)
18.13%6.50%13.10%11.25%-14.07%2.02%
VOOM.DE
Lyxor Global Gender Equality (DR) UCITS ETF - Acc
8.02%9.44%13.91%13.10%-10.98%2.80%

Correlation

The correlation between CBUG.DE and VOOM.DE is 0.59, 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

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.70

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2021

0.79

The correlation between CBUG.DE and VOOM.DE shifts across timeframes, from 0.59 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CBUG.DE vs. VOOM.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CBUG.DE
CBUG.DE Risk / Return Rank: 8686
Overall Rank
CBUG.DE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
CBUG.DE Sortino Ratio Rank: 8686
Sortino Ratio Rank
CBUG.DE Omega Ratio Rank: 8383
Omega Ratio Rank
CBUG.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
CBUG.DE Martin Ratio Rank: 9090
Martin Ratio Rank

VOOM.DE
VOOM.DE Risk / Return Rank: 5959
Overall Rank
VOOM.DE Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
VOOM.DE Sortino Ratio Rank: 5454
Sortino Ratio Rank
VOOM.DE Omega Ratio Rank: 5050
Omega Ratio Rank
VOOM.DE Calmar Ratio Rank: 7070
Calmar Ratio Rank
VOOM.DE Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CBUG.DE vs. VOOM.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 Lyxor Global Gender Equality (DR) UCITS ETF - Acc (VOOM.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CBUG.DEVOOM.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+1.08

Omega ratioGain probability vs. loss probability

1.43

1.28

+0.15

Calmar ratioReturn relative to maximum drawdown

4.63

3.07

+1.56

Martin ratioReturn relative to average drawdown

17.68

10.55

+7.13

CBUG.DE vs. VOOM.DE - Sharpe Ratio Comparison

The current CBUG.DE Sharpe Ratio is 2.40, which is higher than the VOOM.DE Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of CBUG.DE and VOOM.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CBUG.DE vs. VOOM.DE - Drawdown Comparison

The maximum CBUG.DE drawdown since its inception was -24.57%, smaller than the maximum VOOM.DE drawdown of -36.77%. Use the drawdown chart below to compare losses from any high point for CBUG.DE and VOOM.DE.


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Drawdown Indicators


CBUG.DEVOOM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-24.57%

-36.77%

+12.20%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

-6.56%

-0.68%

Max Drawdown (3Y)

Largest decline over 3 years

-24.57%

-18.07%

-6.50%

Max Drawdown (5Y)

Largest decline over 5 years

-18.07%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.41%

-5.83%

-1.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

1.91%

-0.01%

Volatility

CBUG.DE vs. VOOM.DE - Volatility Comparison

iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a higher volatility of 3.37% compared to Lyxor Global Gender Equality (DR) UCITS ETF - Acc (VOOM.DE) at 2.77%. This indicates that CBUG.DE's price experiences larger fluctuations and is considered to be riskier than VOOM.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.DEVOOM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.37%

2.77%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

7.42%

+2.58%

Volatility (1Y)

Calculated over the trailing 1-year period

13.98%

12.20%

+1.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.66%

13.83%

+2.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.66%

15.81%

+0.85%

CBUG.DE vs. VOOM.DE - Expense Ratio Comparison

CBUG.DE has a 0.10% expense ratio, which is lower than VOOM.DE's 0.20% 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%.


Dividends

CBUG.DE vs. VOOM.DE - Dividend Comparison

Neither CBUG.DE nor VOOM.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


CBUG.DE and VOOM.DE have a correlation of 0.59, 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 0.20% for VOOM.DE.

CBUG.DE tracks MSCI ACWI SMID NR USD, while VOOM.DE tracks Solactive Equileap Global Gender Equality. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.10% for CBUG.DE and 0.20% for VOOM.DE.

Portfolio Optimizer

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