CBUQ.DE vs. CBUG.DE
CBUQ.DE (iShares MSCI ACWI SRI UCITS ETF USD Dist) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - CBUQ.DE tracks the MSCI ACWI SRI Select Reduced Fossil Fuel while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, CBUQ.DE returned 15.00%/yr vs 15.67%/yr for CBUG.DE. Their correlation of 0.82 suggests significant overlap in exposure. CBUQ.DE charges 0.20%/yr vs 0.10%/yr for CBUG.DE.
Performance
CBUQ.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUQ.DE achieves a 14.37% return, which is significantly lower than CBUG.DE's 18.13% return.
CBUQ.DE
- 1D
- 0.00%
- 1M
- 3.47%
- YTD
- 14.37%
- 6M
- 14.86%
- 1Y
- 24.92%
- 3Y*
- 15.00%
- 5Y*
- —
- 10Y*
- —
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
CBUQ.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 14.37% | 4.50% | 18.80% | 18.75% | -10.33% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 13.10% | 11.25% | -4.17% |
Correlation
The correlation between CBUQ.DE and CBUG.DE is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2022 | 0.82 |
The correlation between CBUQ.DE and CBUG.DE has been stable across timeframes, ranging from 0.80 to 0.82 - a consistent structural relationship.
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Return for Risk
CBUQ.DE vs. CBUG.DE — Risk / Return Rank
CBUQ.DE
CBUG.DE
CBUQ.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.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.
| CBUQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.43 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 4.63 | -1.25 |
| Martin ratioReturn relative to average drawdown | 12.54 | 17.68 | -5.14 |
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Drawdowns
CBUQ.DE vs. CBUG.DE - Drawdown Comparison
The maximum CBUQ.DE drawdown since its inception was -21.14%, smaller than the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for CBUQ.DE and CBUG.DE.
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Drawdown Indicators
| CBUQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.14% | -24.57% | +3.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.40% | -7.24% | -0.16% |
Max Drawdown (3Y)Largest decline over 3 years | -21.14% | -24.57% | +3.43% |
Current DrawdownCurrent decline from peak | -1.28% | 0.00% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -7.41% | +4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 1.90% | +0.09% |
Volatility
CBUQ.DE vs. CBUG.DE - Volatility Comparison
iShares MSCI ACWI SRI UCITS ETF USD Dist (CBUQ.DE) has a higher volatility of 3.88% compared to iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) at 3.37%. This indicates that CBUQ.DE's price experiences larger fluctuations and is considered to be riskier than CBUG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUQ.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 3.37% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 10.00% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.09% | 13.98% | -0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 16.66% | -2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.88% | 16.66% | -2.78% |
CBUQ.DE vs. CBUG.DE - Expense Ratio Comparison
CBUQ.DE has a 0.20% expense ratio, which is higher than CBUG.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
CBUQ.DE vs. CBUG.DE - Dividend Comparison
CBUQ.DE's dividend yield for the trailing twelve months is around 1.24%, while CBUG.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 0.00% | 0.00% | 0.00% | 0.00% |
CBUQ.DE iShares MSCI ACWI SRI UCITS ETF USD Dist | 1.24% | 1.28% | 1.44% | 1.58% |
Frequently Asked Questions
CBUQ.DE and CBUG.DE have a correlation of 0.80, 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 CBUQ.DE.
CBUQ.DE tracks MSCI ACWI SRI Select Reduced Fossil Fuel, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.20% for CBUQ.DE and 0.10% for CBUG.DE.
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