CBUP.DE vs. SXRR.DE
CBUP.DE (iShares € Green Bond UCITS ETF EUR (Acc)) and SXRR.DE (iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)) are both Corporate Bonds funds from iShares - CBUP.DE tracks the Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index while SXRR.DE tracks the Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). Both are passively managed. Over the past 3 years, CBUP.DE returned 3.28%/yr vs 3.76%/yr for SXRR.DE. At a correlation of -0.02, they often move in opposite directions. CBUP.DE charges 0.20%/yr vs 0.12%/yr for SXRR.DE.
Performance
CBUP.DE vs. SXRR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUP.DE achieves a 0.99% return, which is significantly lower than SXRR.DE's 1.42% return.
CBUP.DE
- 1D
- -0.02%
- 1M
- 0.81%
- 6M
- 1.26%
- YTD
- 0.99%
- 1Y
- 1.14%
- 3Y*
- 3.28%
- 5Y*
- —
- 10Y*
- —
SXRR.DE
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.42%
- YTD
- 1.42%
- 1Y
- 2.84%
- 3Y*
- 3.76%
- 5Y*
- 2.44%
- 10Y*
- —
CBUP.DE vs. SXRR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | 0.99% | 0.99% | 2.05% | 7.83% | -11.21% |
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 1.42% | 2.69% | 4.90% | 4.43% | 0.97% |
Correlation
The correlation between CBUP.DE and SXRR.DE is 0.00, 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 | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.00 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2022 | -0.02 |
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Return for Risk
CBUP.DE vs. SXRR.DE — Risk / Return Rank
CBUP.DE
SXRR.DE
CBUP.DE vs. SXRR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) and iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.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.
| CBUP.DE | SXRR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.92 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.93 | -0.88 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 12.00 | -11.65 |
| Martin ratioReturn relative to average drawdown | 0.93 | 38.03 | -37.10 |
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Drawdowns
CBUP.DE vs. SXRR.DE - Drawdown Comparison
The maximum CBUP.DE drawdown since its inception was -12.62%, smaller than the maximum SXRR.DE drawdown of -14.20%. Use the drawdown chart below to compare losses from any high point for CBUP.DE and SXRR.DE.
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Drawdown Indicators
| CBUP.DE | SXRR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.62% | -14.20% | +1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -3.19% | -0.24% | -2.95% |
Max Drawdown (3Y)Largest decline over 3 years | -3.58% | -1.36% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -2.72% | — |
Current DrawdownCurrent decline from peak | -0.88% | 0.00% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -1.22% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 0.07% | +1.15% |
Volatility
CBUP.DE vs. SXRR.DE - Volatility Comparison
iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) has a higher volatility of 1.10% compared to iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) at 0.24%. This indicates that CBUP.DE's price experiences larger fluctuations and is considered to be riskier than SXRR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUP.DE | SXRR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 0.24% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 3.54% | 1.10% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 1.42% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 1.94% | +3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.88% | 3.81% | +2.07% |
CBUP.DE vs. SXRR.DE - Expense Ratio Comparison
CBUP.DE has a 0.20% expense ratio, which is higher than SXRR.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
CBUP.DE vs. SXRR.DE - Dividend Comparison
CBUP.DE has not paid dividends to shareholders, while SXRR.DE's dividend yield for the trailing twelve months is around 4.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRR.DE iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) | 4.72% | 5.04% | 6.01% | 5.52% | 1.49% | 0.58% | 1.60% | 3.00% | 2.06% | 0.36% |
Frequently Asked Questions
CBUP.DE and SXRR.DE have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRR.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRR.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for CBUP.DE.
CBUP.DE tracks Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index, while SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). Their fees differ too: 0.20% for CBUP.DE and 0.12% for SXRR.DE.
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