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CBUJ.DE vs. IG35.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBUJ.DE vs. IG35.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Dist (CBUJ.DE) and iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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, CBUJ.DE achieves a 0.55% return, which is significantly lower than IG35.DE's 0.90% return.


CBUJ.DE

1D
0.16%
1M
0.34%
YTD
0.55%
6M
0.50%
1Y
2.15%
3Y*
4.56%
5Y*
10Y*

IG35.DE

1D
0.25%
1M
0.47%
YTD
0.90%
6M
0.78%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBUJ.DE vs. IG35.DE - Yearly Performance Comparison


Correlation

The correlation between CBUJ.DE and IG35.DE is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 15, 2025

0.86

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Return for Risk

CBUJ.DE vs. IG35.DE — Risk / Return Rank

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

CBUJ.DE
CBUJ.DE Risk / Return Rank: 1919
Overall Rank
CBUJ.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
CBUJ.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
CBUJ.DE Omega Ratio Rank: 1919
Omega Ratio Rank
CBUJ.DE Calmar Ratio Rank: 1717
Calmar Ratio Rank
CBUJ.DE Martin Ratio Rank: 2020
Martin Ratio Rank

IG35.DE
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.

CBUJ.DE vs. IG35.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Dist (CBUJ.DE) and iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.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.


CBUJ.DEIG35.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.11

Calmar ratioReturn relative to maximum drawdown

0.66

Martin ratioReturn relative to average drawdown

2.25

CBUJ.DE vs. IG35.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CBUJ.DEIG35.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

0.11

+0.71

Drawdowns

CBUJ.DE vs. IG35.DE - Drawdown Comparison

The maximum CBUJ.DE drawdown since its inception was -8.89%, which is greater than IG35.DE's maximum drawdown of -4.08%. Use the drawdown chart below to compare losses from any high point for CBUJ.DE and IG35.DE.


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Drawdown Indicators


CBUJ.DEIG35.DEDifference

Max Drawdown

Largest peak-to-trough decline

-8.89%

-4.08%

-4.81%

Max Drawdown (1Y)

Largest decline over 1 year

-2.73%

Max Drawdown (3Y)

Largest decline over 3 years

-2.73%

Current Drawdown

Current decline from peak

-0.74%

-1.08%

+0.34%

Average Drawdown

Average peak-to-trough decline

-2.10%

-1.38%

-0.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

Volatility

CBUJ.DE vs. IG35.DE - Volatility Comparison


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Volatility by Period


CBUJ.DEIG35.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.28%

Volatility (6M)

Calculated over the trailing 6-month period

2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

3.11%

5.22%

-2.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.35%

5.22%

-0.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.35%

5.22%

-0.87%

CBUJ.DE vs. IG35.DE - Expense Ratio Comparison

CBUJ.DE has a 0.15% expense ratio, which is higher than IG35.DE's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

CBUJ.DE vs. IG35.DE - Dividend Comparison

CBUJ.DE's dividend yield for the trailing twelve months is around 3.55%, while IG35.DE has not paid dividends to shareholders.


PositionTTM2025202420232022
CBUJ.DE
iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Dist
3.55%3.52%3.48%2.96%0.12%
IG35.DE
iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc)
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CBUJ.DE and IG35.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IG35.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IG35.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for CBUJ.DE.

CBUJ.DE tracks Bloomberg MSCI Euro Corporate Climate Paris Aligned ESG Select, while IG35.DE tracks Bloomberg MSCI December 2035 Maturity EUR Corporate ESG Screened Index. Their fees differ too: 0.15% for CBUJ.DE and 0.12% for IG35.DE.

Portfolio Optimizer

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