IBTA.L vs. CBU7.L
IBTA.L (iShares USD Treasury Bond 1-3yr UCITS ETF (Acc)) and CBU7.L (iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc) are both Government Bonds funds from iShares - IBTA.L tracks the ICE US Treasury 1-3 Year Index while CBU7.L tracks the ICE U.S. Treasury 3-7 Year Bond Index. Both are passively managed. Over the past 5 years, IBTA.L returned 1.87%/yr vs 0.39%/yr for CBU7.L. A 0.73 correlation means they provide meaningful diversification when combined. Both charge a 0.07% expense ratio.
Performance
IBTA.L vs. CBU7.L - Performance Comparison
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Returns By Period
In the year-to-date period, IBTA.L achieves a 0.46% return, which is significantly higher than CBU7.L's -0.52% return.
IBTA.L
- 1D
- 0.13%
- 1M
- 0.13%
- YTD
- 0.46%
- 6M
- 0.92%
- 1Y
- 3.43%
- 3Y*
- 4.23%
- 5Y*
- 1.87%
- 10Y*
- —
CBU7.L
- 1D
- 0.19%
- 1M
- -0.13%
- YTD
- -0.52%
- 6M
- -0.10%
- 1Y
- 3.16%
- 3Y*
- 3.73%
- 5Y*
- 0.39%
- 10Y*
- 1.39%
IBTA.L vs. CBU7.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBTA.L iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) | 0.46% | 5.30% | 4.11% | 4.15% | -3.75% | -0.64% | 3.14% | 3.58% | 1.44% | -0.05% |
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | -0.52% | 7.34% | 2.16% | 4.26% | -9.35% | -2.35% | 6.98% | 6.06% | 1.21% | -0.24% |
Correlation
The correlation between IBTA.L and CBU7.L is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2017 | 0.73 |
The correlation between IBTA.L and CBU7.L shifts across timeframes, from 0.73 (all time) to 0.87 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBTA.L vs. CBU7.L — Risk / Return Rank
IBTA.L
CBU7.L
IBTA.L vs. CBU7.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (IBTA.L) 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.
| IBTA.L | CBU7.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.19 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 4.62 | 1.26 | +3.36 |
| Martin ratioReturn relative to average drawdown | 17.47 | 4.06 | +13.40 |
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
| IBTA.L | CBU7.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.80 | 1.07 | +1.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.08 | +0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.34 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.08 | 0.58 | +0.50 |
Drawdowns
IBTA.L vs. CBU7.L - Drawdown Comparison
The maximum IBTA.L drawdown since its inception was -5.80%, smaller than the maximum CBU7.L drawdown of -14.18%. Use the drawdown chart below to compare losses from any high point for IBTA.L and CBU7.L.
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Drawdown Indicators
| IBTA.L | CBU7.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.80% | -14.18% | +8.38% |
Max Drawdown (1Y)Largest decline over 1 year | -0.74% | -2.50% | +1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -0.89% | -3.66% | +2.77% |
Max Drawdown (5Y)Largest decline over 5 years | -5.70% | -13.55% | +7.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.18% | — |
Current DrawdownCurrent decline from peak | -0.13% | -1.60% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -0.97% | -3.33% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.20% | 0.77% | -0.57% |
Volatility
IBTA.L vs. CBU7.L - Volatility Comparison
The current volatility for iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (IBTA.L) is 0.43%, while iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) has a volatility of 1.13%. This indicates that IBTA.L experiences smaller price fluctuations and is considered to be less risky 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
| IBTA.L | CBU7.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 1.13% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 2.15% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.23% | 2.96% | -1.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.00% | 4.70% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.76% | 4.10% | -2.34% |
IBTA.L vs. CBU7.L - Expense Ratio Comparison
Both IBTA.L 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
IBTA.L vs. CBU7.L - Dividend Comparison
Neither IBTA.L nor CBU7.L has paid dividends to shareholders.
Frequently Asked Questions
IBTA.L and CBU7.L have a correlation of 0.87, 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.
IBTA.L and CBU7.L have the same expense ratio: 0.07% per year.
IBTA.L tracks ICE US Treasury 1-3 Year Index, while CBU7.L tracks ICE U.S. Treasury 3-7 Year Bond Index.
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