CU71.L vs. XDW0.L
CU71.L (iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)) and XDW0.L (Xtrackers MSCI World Energy UCITS ETF 1C) are both exchange-traded funds - CU71.L is a Government Bonds fund tracking the ICE U.S. Treasury 3-7 Year Bond Index, while XDW0.L is a Energy Equities fund tracking the MSCI World/Energy NR USD. Both are passively managed. Over the past 10 years, CU71.L returned 2.15%/yr vs 10.25%/yr for XDW0.L. At a correlation of -0.03, they often move in opposite directions. CU71.L charges 0.07%/yr vs 0.25%/yr for XDW0.L.
Performance
CU71.L vs. XDW0.L - Performance Comparison
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Different Trading Currencies
CU71.L is traded in GBp, while XDW0.L is traded in USD. To make them comparable, the XDW0.L 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 -0.14% return, which is significantly lower than XDW0.L's 31.44% return. Over the past 10 years, CU71.L has underperformed XDW0.L with an annualized return of 2.15%, while XDW0.L has yielded a comparatively higher 10.25% annualized return.
CU71.L
- 1D
- 0.25%
- 1M
- 0.93%
- YTD
- -0.14%
- 6M
- -0.64%
- 1Y
- 4.29%
- 3Y*
- 1.05%
- 5Y*
- 1.47%
- 10Y*
- 2.15%
XDW0.L
- 1D
- -0.57%
- 1M
- -0.95%
- YTD
- 31.44%
- 6M
- 27.91%
- 1Y
- 48.84%
- 3Y*
- 15.80%
- 5Y*
- 20.48%
- 10Y*
- 10.25%
CU71.L vs. XDW0.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | -0.14% | -0.08% | 3.77% | -1.43% | 1.45% | -1.10% | 3.33% | 2.76% | 7.03% | -7.76% |
XDW0.L Xtrackers MSCI World Energy UCITS ETF 1C | 31.44% | 6.49% | 3.89% | -1.50% | 63.67% | 40.54% | -32.44% | 5.86% | -10.68% | -3.77% |
Correlation
The correlation between CU71.L and XDW0.L 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 | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2016 | -0.03 |
The correlation between CU71.L and XDW0.L shifts across timeframes, from -0.07 (5 years) to 0.14 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CU71.L vs. XDW0.L — Risk / Return Rank
CU71.L
XDW0.L
CU71.L vs. XDW0.L - 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 Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.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.
| CU71.L | XDW0.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.42 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 3.40 | -2.55 |
| Martin ratioReturn relative to average drawdown | 2.09 | 10.88 | -8.79 |
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
| CU71.L | XDW0.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.39 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.86 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.40 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.42 | -0.16 |
Drawdowns
CU71.L vs. XDW0.L - Drawdown Comparison
The maximum CU71.L drawdown since its inception was -20.50%, smaller than the maximum XDW0.L drawdown of -59.07%. Use the drawdown chart below to compare losses from any high point for CU71.L and XDW0.L.
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Drawdown Indicators
| CU71.L | XDW0.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.50% | -59.07% | +38.57% |
Max Drawdown (1Y)Largest decline over 1 year | -5.02% | -14.30% | +9.28% |
Max Drawdown (3Y)Largest decline over 3 years | -7.33% | -21.61% | +14.28% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -22.02% | +6.33% |
Max Drawdown (10Y)Largest decline over 10 years | -20.50% | -59.07% | +38.57% |
Current DrawdownCurrent decline from peak | -13.12% | -7.68% | -5.44% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -13.88% | +3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 4.48% | -2.43% |
Volatility
CU71.L vs. XDW0.L - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) is 1.45%, while Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.L) has a volatility of 7.80%. This indicates that CU71.L experiences smaller price fluctuations and is considered to be less risky than XDW0.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CU71.L | XDW0.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 7.80% | -6.35% |
Volatility (6M)Calculated over the trailing 6-month period | 4.33% | 17.20% | -12.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.96% | 20.41% | -14.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.27% | 23.73% | -15.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.55% | 25.59% | -16.04% |
CU71.L vs. XDW0.L - Expense Ratio Comparison
CU71.L has a 0.07% expense ratio, which is lower than XDW0.L's 0.25% 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. XDW0.L - Dividend Comparison
Neither CU71.L nor XDW0.L has paid dividends to shareholders.
Frequently Asked Questions
CU71.L and XDW0.L 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 0.25% for XDW0.L.
CU71.L is categorized as Government Bonds, while XDW0.L is Energy Equities. CU71.L tracks ICE U.S. Treasury 3-7 Year Bond Index, while XDW0.L tracks MSCI World/Energy NR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.07% for CU71.L and 0.25% for XDW0.L.
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