CSY9.DE vs. CBUG.DE
CSY9.DE (CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - CSY9.DE tracks the MSCI World ESG Leaders Minimum Volatility while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past year, CSY9.DE returned 8.02% vs 33.69% for CBUG.DE. A 0.59 correlation means they provide meaningful diversification when combined. CSY9.DE charges 0.25%/yr vs 0.10%/yr for CBUG.DE.
Performance
CSY9.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CSY9.DE achieves a 5.03% return, which is significantly lower than CBUG.DE's 18.13% return.
CSY9.DE
- 1D
- 0.00%
- 1M
- 1.83%
- YTD
- 5.03%
- 6M
- 5.49%
- 1Y
- 8.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
CSY9.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | 5.03% | -0.67% | 3.39% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 6.03% |
Correlation
The correlation between CSY9.DE and CBUG.DE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2024 | 0.59 |
The correlation between CSY9.DE and CBUG.DE has been stable across timeframes, ranging from 0.52 to 0.59 - a consistent structural relationship.
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Return for Risk
CSY9.DE vs. CBUG.DE — Risk / Return Rank
CSY9.DE
CBUG.DE
CSY9.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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.
| CSY9.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.43 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 4.63 | -2.83 |
| Martin ratioReturn relative to average drawdown | 5.09 | 17.68 | -12.59 |
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Drawdowns
CSY9.DE vs. CBUG.DE - Drawdown Comparison
The maximum CSY9.DE drawdown since its inception was -13.92%, smaller than the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for CSY9.DE and CBUG.DE.
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Drawdown Indicators
| CSY9.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.92% | -24.57% | +10.65% |
Max Drawdown (1Y)Largest decline over 1 year | -4.48% | -7.24% | +2.76% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.57% | — |
Current DrawdownCurrent decline from peak | -0.98% | 0.00% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -7.41% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 1.90% | -0.32% |
Volatility
CSY9.DE vs. CBUG.DE - Volatility Comparison
The current volatility for CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) is 2.05%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.37%. This indicates that CSY9.DE experiences smaller price fluctuations and is considered to be less risky 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
| CSY9.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 3.37% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 10.00% | -4.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.18% | 13.98% | -5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.96% | 16.66% | -5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.96% | 16.66% | -5.70% |
CSY9.DE vs. CBUG.DE - Expense Ratio Comparison
CSY9.DE has a 0.25% 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
CSY9.DE vs. CBUG.DE - Dividend Comparison
Neither CSY9.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
CSY9.DE and CBUG.DE have a correlation of 0.52, 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 0.25% for CSY9.DE.
CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: Credit Suisse and iShares. Their fees differ too: 0.25% for CSY9.DE and 0.10% for CBUG.DE.
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