CBUL.DE vs. SXRH.DE
CBUL.DE (iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist)) and SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) are both Inflation-Protected Bonds funds from iShares - CBUL.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years Index (EUR Hedged) while SXRH.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years. Both are passively managed. Over the past 3 years, CBUL.DE returned 3.20%/yr vs 3.29%/yr for SXRH.DE. At a correlation of -0.00, they often move in opposite directions. CBUL.DE charges 0.12%/yr vs 0.10%/yr for SXRH.DE.
Performance
CBUL.DE vs. SXRH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUL.DE achieves a 0.78% return, which is significantly lower than SXRH.DE's 3.99% return.
CBUL.DE
- 1D
- 0.00%
- 1M
- -0.46%
- 6M
- 0.78%
- YTD
- 0.78%
- 1Y
- 1.66%
- 3Y*
- 3.20%
- 5Y*
- —
- 10Y*
- —
SXRH.DE
- 1D
- 0.00%
- 1M
- 0.95%
- 6M
- 3.99%
- YTD
- 3.99%
- 1Y
- 6.20%
- 3Y*
- 3.29%
- 5Y*
- 3.83%
- 10Y*
- —
CBUL.DE vs. SXRH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUL.DE iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) | 0.78% | 3.87% | 3.10% | 2.21% | -3.69% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 3.99% | -5.80% | 10.86% | 1.03% | 0.08% |
Correlation
The correlation between CBUL.DE and SXRH.DE is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Apr 6, 2022 | -0.00 |
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Return for Risk
CBUL.DE vs. SXRH.DE — Risk / Return Rank
CBUL.DE
SXRH.DE
CBUL.DE vs. SXRH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) (CBUL.DE) and iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.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.
| CBUL.DE | SXRH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.69 | -0.64 |
| Martin ratioReturn relative to average drawdown | 2.99 | 4.51 | -1.53 |
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Drawdowns
CBUL.DE vs. SXRH.DE - Drawdown Comparison
The maximum CBUL.DE drawdown since its inception was -5.07%, smaller than the maximum SXRH.DE drawdown of -20.23%. Use the drawdown chart below to compare losses from any high point for CBUL.DE and SXRH.DE.
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Drawdown Indicators
| CBUL.DE | SXRH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.07% | -20.23% | +15.16% |
Max Drawdown (1Y)Largest decline over 1 year | -1.58% | -3.66% | +2.08% |
Max Drawdown (3Y)Largest decline over 3 years | -1.58% | -10.06% | +8.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.37% | — |
Current DrawdownCurrent decline from peak | -1.02% | -4.48% | +3.46% |
Average DrawdownAverage peak-to-trough decline | -1.81% | -7.19% | +5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 1.37% | -0.81% |
Volatility
CBUL.DE vs. SXRH.DE - Volatility Comparison
The current volatility for iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) (CBUL.DE) is 0.74%, while iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a volatility of 1.40%. This indicates that CBUL.DE experiences smaller price fluctuations and is considered to be less risky than SXRH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUL.DE | SXRH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 1.40% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 2.92% | 5.07% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.98% | 6.70% | -2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.46% | 7.83% | -4.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.46% | 7.76% | -4.30% |
CBUL.DE vs. SXRH.DE - Expense Ratio Comparison
CBUL.DE has a 0.12% expense ratio, which is higher than SXRH.DE's 0.10% 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
CBUL.DE vs. SXRH.DE - Dividend Comparison
CBUL.DE's dividend yield for the trailing twelve months is around 5.91%, more than SXRH.DE's 5.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CBUL.DE iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) | 5.91% | 5.98% | 6.93% | 5.21% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.07% | 6.14% | 6.79% | 5.24% | 0.30% | 0.35% | 3.29% | 3.30% | 2.97% | 1.04% |
Frequently Asked Questions
CBUL.DE and SXRH.DE have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRH.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRH.DE is cheaper with a 0.10% expense ratio, compared with 0.12% for CBUL.DE.
CBUL.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years Index (EUR Hedged), while SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years. Their fees differ too: 0.12% for CBUL.DE and 0.10% for SXRH.DE.
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