CU71.L vs. H4Z7.DE
CU71.L (iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)) and H4Z7.DE (HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)) are both exchange-traded funds - CU71.L is a Government Bonds fund tracking the ICE U.S. Treasury 3-7 Year Bond Index, while H4Z7.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed. Both are passively managed. Over the past 3 years, CU71.L returned 2.62%/yr vs 9.69%/yr for H4Z7.DE. At a 0.13 correlation, their price movements are largely independent. CU71.L charges 0.07%/yr vs 0.24%/yr for H4Z7.DE.
Performance
CU71.L vs. H4Z7.DE - Performance Comparison
Loading charts...
Different Trading Currencies
CU71.L is traded in GBp, while H4Z7.DE is traded in EUR. To make them comparable, the H4Z7.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CU71.L achieves a 1.85% return, which is significantly lower than H4Z7.DE's 11.98% return.
CU71.L
- 1D
- -0.17%
- 1M
- 2.33%
- YTD
- 1.85%
- 6M
- 2.57%
- 1Y
- 6.11%
- 3Y*
- 2.62%
- 5Y*
- 1.58%
- 10Y*
- 1.28%
H4Z7.DE
- 1D
- 0.00%
- 1M
- 2.16%
- YTD
- 11.98%
- 6M
- 13.01%
- 1Y
- 17.61%
- 3Y*
- 9.69%
- 5Y*
- —
- 10Y*
- —
CU71.L vs. H4Z7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | 1.85% | -0.08% | 3.77% | -1.43% | -19.91% |
H4Z7.DE HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 11.98% | 3.33% | 1.19% | 5.25% | -9.18% |
Correlation
The correlation between CU71.L and H4Z7.DE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2022 | 0.13 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CU71.L vs. H4Z7.DE — Risk / Return Rank
CU71.L
H4Z7.DE
CU71.L vs. H4Z7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) and HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.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.
| CU71.L | H4Z7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.02 | -0.81 |
| Martin ratioReturn relative to average drawdown | 2.91 | 7.02 | -4.10 |
Loading charts...
Drawdowns
CU71.L vs. H4Z7.DE - Drawdown Comparison
The maximum CU71.L drawdown since its inception was -25.85%, which is greater than H4Z7.DE's maximum drawdown of -24.07%. Use the drawdown chart below to compare losses from any high point for CU71.L and H4Z7.DE.
Loading charts...
Drawdown Indicators
| CU71.L | H4Z7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.85% | -24.07% | -1.78% |
Max Drawdown (1Y)Largest decline over 1 year | -5.02% | -8.75% | +3.73% |
Max Drawdown (3Y)Largest decline over 3 years | -20.81% | -18.17% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.85% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -25.85% | — | — |
Current DrawdownCurrent decline from peak | -17.36% | 0.00% | -17.36% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -9.84% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.09% | 2.52% | -0.43% |
Volatility
CU71.L vs. H4Z7.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) is 1.53%, while HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) has a volatility of 3.48%. This indicates that CU71.L experiences smaller price fluctuations and is considered to be less risky than H4Z7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CU71.L | H4Z7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 3.48% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 4.35% | 9.27% | -4.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.99% | 11.50% | -5.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 14.22% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 14.22% | +1.40% |
CU71.L vs. H4Z7.DE - Expense Ratio Comparison
CU71.L has a 0.07% expense ratio, which is lower than H4Z7.DE's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
CU71.L vs. H4Z7.DE - Dividend Comparison
Neither CU71.L nor H4Z7.DE has paid dividends to shareholders.
Frequently Asked Questions
CU71.L and H4Z7.DE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CU71.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CU71.L is cheaper with a 0.07% expense ratio, compared with 0.24% for H4Z7.DE.
CU71.L is categorized as Government Bonds, while H4Z7.DE is REIT. CU71.L tracks ICE U.S. Treasury 3-7 Year Bond Index, while H4Z7.DE tracks FTSE EPRA/NAREIT Developed. They also come from different issuers: iShares and HSBC. Their fees differ too: 0.07% for CU71.L and 0.24% for H4Z7.DE.
Find the right allocation for CU71.L and H4Z7.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer