EXUS.DE vs. CBUG.DE
EXUS.DE (Xtrackers MSCI World ex USA UCITS ETF 1C USD) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - EXUS.DE tracks the MSCI World ex USA index while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past year, EXUS.DE returned 26.01% vs 33.69% for CBUG.DE. A 0.78 correlation means they provide meaningful diversification when combined. EXUS.DE charges 0.15%/yr vs 0.10%/yr for CBUG.DE.
Performance
EXUS.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXUS.DE achieves a 12.01% return, which is significantly lower than CBUG.DE's 18.13% return.
EXUS.DE
- 1D
- 0.56%
- 1M
- 2.20%
- YTD
- 12.01%
- 6M
- 12.43%
- 1Y
- 26.01%
- 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*
- —
EXUS.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EXUS.DE Xtrackers MSCI World ex USA UCITS ETF 1C USD | 12.01% | 17.80% | 4.15% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 10.31% |
Correlation
The correlation between EXUS.DE and CBUG.DE is 0.77, 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 | 0.77 |
Correlation (All Time) Calculated using the full available price history since Mar 14, 2024 | 0.78 |
The correlation between EXUS.DE and CBUG.DE has been stable across timeframes, ranging from 0.77 to 0.78 - a consistent structural relationship.
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Return for Risk
EXUS.DE vs. CBUG.DE — Risk / Return Rank
EXUS.DE
CBUG.DE
EXUS.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.
| EXUS.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.43 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 4.63 | -1.64 |
| Martin ratioReturn relative to average drawdown | 11.93 | 17.68 | -5.75 |
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Drawdowns
EXUS.DE vs. CBUG.DE - Drawdown Comparison
The maximum EXUS.DE drawdown since its inception was -16.21%, smaller than the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for EXUS.DE and CBUG.DE.
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Drawdown Indicators
| EXUS.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.21% | -24.57% | +8.36% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -7.24% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.57% | — |
Current DrawdownCurrent decline from peak | -0.45% | 0.00% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -1.76% | -7.41% | +5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 1.90% | +0.27% |
Volatility
EXUS.DE vs. CBUG.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) is 3.08%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.37%. This indicates that EXUS.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
| EXUS.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 3.37% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 10.00% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.67% | 13.98% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.41% | 16.66% | -3.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 16.66% | -3.25% |
EXUS.DE vs. CBUG.DE - Expense Ratio Comparison
EXUS.DE has a 0.15% 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
EXUS.DE vs. CBUG.DE - Dividend Comparison
Neither EXUS.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
EXUS.DE and CBUG.DE have a correlation of 0.77, 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 0.15% for EXUS.DE.
EXUS.DE tracks MSCI World ex USA index, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.15% for EXUS.DE and 0.10% for CBUG.DE.
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