CSSPX.MI vs. CBU7.L
CSSPX.MI (iShares Core S&P 500 UCITS ETF USD (Acc)) and CBU7.L (iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc) are both exchange-traded funds - CSSPX.MI is a S&P 500 fund tracking the S&P 500 Index, while CBU7.L is a Government Bonds fund tracking the ICE U.S. Treasury 3-7 Year Bond Index. Both are passively managed. Over the past 10 years, CSSPX.MI returned 14.96%/yr vs 1.16%/yr for CBU7.L. At a 0.18 correlation, their price movements are largely independent. Both charge a 0.07% expense ratio.
Performance
CSSPX.MI vs. CBU7.L - Performance Comparison
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Different Trading Currencies
CSSPX.MI is traded in EUR, while CBU7.L is traded in USD. To make them comparable, the CBU7.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CSSPX.MI achieves a 11.35% return, which is significantly higher than CBU7.L's 0.61% return. Over the past 10 years, CSSPX.MI has outperformed CBU7.L with an annualized return of 14.96%, while CBU7.L has yielded a comparatively lower 1.16% annualized return.
CSSPX.MI
- 1D
- -0.13%
- 1M
- 5.24%
- YTD
- 11.35%
- 6M
- 11.43%
- 1Y
- 25.64%
- 3Y*
- 18.86%
- 5Y*
- 14.77%
- 10Y*
- 14.96%
CBU7.L
- 1D
- 0.05%
- 1M
- 0.54%
- YTD
- 0.61%
- 6M
- 0.16%
- 1Y
- 1.42%
- 3Y*
- 0.97%
- 5Y*
- 1.32%
- 10Y*
- 1.16%
CSSPX.MI vs. CBU7.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSSPX.MI iShares Core S&P 500 UCITS ETF USD (Acc) | 11.35% | 4.27% | 33.76% | 22.03% | -14.58% | 40.89% | 7.57% | 34.27% | -1.05% | 6.71% |
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | 0.61% | -5.40% | 8.90% | 1.13% | -3.73% | 4.95% | -1.84% | 8.46% | 5.96% | -11.19% |
Correlation
The correlation between CSSPX.MI and CBU7.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2011 | 0.18 |
The correlation between CSSPX.MI and CBU7.L shifts across timeframes, from 0.11 (5 years) to 0.25 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
CSSPX.MI vs. CBU7.L — Risk / Return Rank
CSSPX.MI
CBU7.L
CSSPX.MI vs. CBU7.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Acc) (CSSPX.MI) and iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L). 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.
| CSSPX.MI | CBU7.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.05 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 3.59 | 0.32 | +3.27 |
| Martin ratioReturn relative to average drawdown | 12.78 | 0.88 | +11.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSSPX.MI | CBU7.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | 0.24 | +1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.17 | +0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | 0.15 | +0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.40 | +0.53 |
Drawdowns
CSSPX.MI vs. CBU7.L - Drawdown Comparison
The maximum CSSPX.MI drawdown since its inception was -33.56%, which is greater than CBU7.L's maximum drawdown of -17.10%. Use the drawdown chart below to compare losses from any high point for CSSPX.MI and CBU7.L.
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Drawdown Indicators
| CSSPX.MI | CBU7.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.56% | -17.10% | -16.46% |
Max Drawdown (1Y)Largest decline over 1 year | -7.14% | -4.47% | -2.67% |
Max Drawdown (3Y)Largest decline over 3 years | -23.26% | -10.13% | -13.13% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -12.13% | -11.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.56% | -17.10% | -16.46% |
Current DrawdownCurrent decline from peak | -0.41% | -6.40% | +5.99% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -6.50% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 1.62% | +0.39% |
Volatility
CSSPX.MI vs. CBU7.L - Volatility Comparison
iShares Core S&P 500 UCITS ETF USD (Acc) (CSSPX.MI) has a higher volatility of 2.65% compared to iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) at 1.08%. This indicates that CSSPX.MI's price experiences larger fluctuations and is considered to be riskier than CBU7.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSSPX.MI | CBU7.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 1.08% | +1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 7.54% | 4.32% | +3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.46% | 5.82% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 7.72% | +7.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 7.75% | +8.33% |
CSSPX.MI vs. CBU7.L - Expense Ratio Comparison
Both CSSPX.MI and CBU7.L have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
CSSPX.MI vs. CBU7.L - Dividend Comparison
Neither CSSPX.MI nor CBU7.L has paid dividends to shareholders.
Frequently Asked Questions
CSSPX.MI and CBU7.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CSSPX.MI and CBU7.L have the same expense ratio: 0.07% per year.
CSSPX.MI is categorized as S&P 500, while CBU7.L is Government Bonds. CSSPX.MI tracks S&P 500 Index, while CBU7.L tracks ICE U.S. Treasury 3-7 Year Bond Index.
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