CBUP.DE vs. SXRV.DE
CBUP.DE (iShares € Green Bond UCITS ETF EUR (Acc)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - CBUP.DE is a Corporate Bonds fund tracking the Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 3 years, CBUP.DE returned 3.28%/yr vs 23.36%/yr for SXRV.DE. At a 0.12 correlation, their price movements are largely independent. CBUP.DE charges 0.20%/yr vs 0.36%/yr for SXRV.DE.
Performance
CBUP.DE vs. SXRV.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 SXRV.DE's 19.60% return.
CBUP.DE
- 1D
- -0.02%
- 1M
- 0.81%
- 6M
- 1.26%
- YTD
- 0.99%
- 1Y
- 1.14%
- 3Y*
- 3.28%
- 5Y*
- —
- 10Y*
- —
SXRV.DE
- 1D
- 0.49%
- 1M
- -1.63%
- 6M
- 20.80%
- YTD
- 19.60%
- 1Y
- 33.64%
- 3Y*
- 23.36%
- 5Y*
- 16.36%
- 10Y*
- 21.19%
CBUP.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 19.60% | 6.98% | 33.55% | 51.19% | -19.71% |
Correlation
The correlation between CBUP.DE and SXRV.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2022 | 0.12 |
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Return for Risk
CBUP.DE vs. SXRV.DE — Risk / Return Rank
CBUP.DE
SXRV.DE
CBUP.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.74 | ||
| Sortino ratioReturn per unit of downside risk | -2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.35 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 3.34 | -2.98 |
| Martin ratioReturn relative to average drawdown | 0.93 | 9.73 | -8.80 |
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Drawdowns
CBUP.DE vs. SXRV.DE - Drawdown Comparison
The maximum CBUP.DE drawdown since its inception was -12.62%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for CBUP.DE and SXRV.DE.
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Drawdown Indicators
| CBUP.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.62% | -32.80% | +20.18% |
Max Drawdown (1Y)Largest decline over 1 year | -3.19% | -10.03% | +6.84% |
Max Drawdown (3Y)Largest decline over 3 years | -3.58% | -26.69% | +23.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -0.88% | -2.09% | +1.21% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -6.48% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 3.45% | -2.23% |
Volatility
CBUP.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) is 1.10%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 6.67%. This indicates that CBUP.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 6.67% | -5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.54% | 12.11% | -8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.10% | 16.67% | -12.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 19.97% | -14.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.88% | 19.69% | -13.81% |
CBUP.DE vs. SXRV.DE - Expense Ratio Comparison
CBUP.DE has a 0.20% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
CBUP.DE vs. SXRV.DE - Dividend Comparison
Neither CBUP.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
CBUP.DE and SXRV.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUP.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUP.DE is cheaper with a 0.20% expense ratio, compared with 0.36% for SXRV.DE.
CBUP.DE is categorized as Corporate Bonds, while SXRV.DE is Nasdaq-100. CBUP.DE tracks Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.20% for CBUP.DE and 0.36% for SXRV.DE.
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