IQQI.DE vs. CBUG.DE
IQQI.DE (iShares Global Infrastructure UCITS ETF) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - IQQI.DE tracks the FTSE Global Core Infrastructure Index while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, IQQI.DE returned 10.56%/yr vs 15.67%/yr for CBUG.DE. At a 0.46 correlation, their price movements are largely independent. IQQI.DE charges 0.65%/yr vs 0.10%/yr for CBUG.DE.
Performance
IQQI.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQI.DE achieves a 14.89% return, which is significantly lower than CBUG.DE's 18.13% return.
IQQI.DE
- 1D
- 0.32%
- 1M
- 1.20%
- YTD
- 14.89%
- 6M
- 15.89%
- 1Y
- 20.42%
- 3Y*
- 10.56%
- 5Y*
- 7.56%
- 10Y*
- 7.26%
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
IQQI.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IQQI.DE iShares Global Infrastructure UCITS ETF | 14.89% | 0.56% | 14.53% | -3.18% | -0.38% | 2.43% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 18.13% | 6.50% | 13.10% | 11.25% | -14.07% | 2.02% |
Correlation
The correlation between IQQI.DE and CBUG.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.46 |
Over the past year, the correlation between IQQI.DE and CBUG.DE has dropped to 0.19 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
IQQI.DE vs. CBUG.DE — Risk / Return Rank
IQQI.DE
CBUG.DE
IQQI.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Infrastructure UCITS ETF (IQQI.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.
| IQQI.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.43 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.23 | 4.63 | -0.40 |
| Martin ratioReturn relative to average drawdown | 10.58 | 17.68 | -7.10 |
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Drawdowns
IQQI.DE vs. CBUG.DE - Drawdown Comparison
The maximum IQQI.DE drawdown since its inception was -42.24%, which is greater than CBUG.DE's maximum drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for IQQI.DE and CBUG.DE.
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Drawdown Indicators
| IQQI.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.24% | -24.57% | -17.67% |
Max Drawdown (1Y)Largest decline over 1 year | -4.81% | -7.24% | +2.43% |
Max Drawdown (3Y)Largest decline over 3 years | -14.75% | -24.57% | +9.82% |
Max Drawdown (5Y)Largest decline over 5 years | -24.82% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.16% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -11.11% | -7.41% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 1.90% | +0.02% |
Volatility
IQQI.DE vs. CBUG.DE - Volatility Comparison
iShares Global Infrastructure UCITS ETF (IQQI.DE) has a higher volatility of 4.41% compared to iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) at 3.37%. This indicates that IQQI.DE's price experiences larger fluctuations and is considered to be riskier 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
| IQQI.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 3.37% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.95% | 10.00% | -1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.83% | 13.98% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.77% | 16.66% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.25% | 16.66% | -2.41% |
IQQI.DE vs. CBUG.DE - Expense Ratio Comparison
IQQI.DE has a 0.65% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio.
Dividends
IQQI.DE vs. CBUG.DE - Dividend Comparison
IQQI.DE's dividend yield for the trailing twelve months is around 2.01%, while CBUG.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.01% | 2.30% | 2.29% | 2.42% | 2.13% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.63% | 3.15% |
Frequently Asked Questions
IQQI.DE and CBUG.DE have a correlation of 0.19, 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 0.65% for IQQI.DE.
IQQI.DE tracks FTSE Global Core Infrastructure Index, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.65% for IQQI.DE and 0.10% for CBUG.DE.
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