IS0Y.DE vs. CBUP.DE
IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) and CBUP.DE (iShares € Green Bond UCITS ETF EUR (Acc)) are both Corporate Bonds funds from iShares - IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index while CBUP.DE tracks the Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index. Both are passively managed. Over the past 3 years, IS0Y.DE returned 5.12%/yr vs 2.62%/yr for CBUP.DE. At a 0.09 correlation, their price movements are largely independent. IS0Y.DE charges 0.25%/yr vs 0.20%/yr for CBUP.DE.
Performance
IS0Y.DE vs. CBUP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0Y.DE achieves a 1.40% return, which is significantly higher than CBUP.DE's -0.06% return.
IS0Y.DE
- 1D
- -0.01%
- 1M
- -0.02%
- 6M
- 1.29%
- YTD
- 1.40%
- 1Y
- 3.02%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.57%
CBUP.DE
- 1D
- 0.12%
- 1M
- -0.96%
- 6M
- -0.41%
- YTD
- -0.06%
- 1Y
- 0.60%
- 3Y*
- 2.62%
- 5Y*
- —
- 10Y*
- —
IS0Y.DE vs. CBUP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 5.08% | 1.44% |
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | -0.06% | 0.99% | 2.05% | 7.83% | -11.21% |
Correlation
The correlation between IS0Y.DE and CBUP.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2022 | 0.09 |
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Return for Risk
IS0Y.DE vs. CBUP.DE — Risk / Return Rank
IS0Y.DE
CBUP.DE
IS0Y.DE vs. CBUP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) and iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.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.
| IS0Y.DE | CBUP.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.23 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.03 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 0.19 | +2.77 |
| Martin ratioReturn relative to average drawdown | 11.26 | 0.48 | +10.79 |
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Drawdowns
IS0Y.DE vs. CBUP.DE - Drawdown Comparison
The maximum IS0Y.DE drawdown since its inception was -13.95%, which is greater than CBUP.DE's maximum drawdown of -12.62%. Use the drawdown chart below to compare losses from any high point for IS0Y.DE and CBUP.DE.
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Drawdown Indicators
| IS0Y.DE | CBUP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.95% | -12.62% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -1.02% | -3.19% | +2.17% |
Max Drawdown (3Y)Largest decline over 3 years | -2.07% | -3.58% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -6.97% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -13.95% | — | — |
Current DrawdownCurrent decline from peak | -0.13% | -1.90% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -5.07% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 1.26% | -0.99% |
Volatility
IS0Y.DE vs. CBUP.DE - Volatility Comparison
The current volatility for iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) is 0.37%, while iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) has a volatility of 1.24%. This indicates that IS0Y.DE experiences smaller price fluctuations and is considered to be less risky than CBUP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS0Y.DE | CBUP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 1.24% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 1.73% | 3.66% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.20% | 4.18% | -1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.85% | 5.87% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.69% | 5.87% | -2.18% |
IS0Y.DE vs. CBUP.DE - Expense Ratio Comparison
IS0Y.DE has a 0.25% expense ratio, which is higher than CBUP.DE's 0.20% 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
IS0Y.DE vs. CBUP.DE - Dividend Comparison
IS0Y.DE's dividend yield for the trailing twelve months is around 2.58%, while CBUP.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
Frequently Asked Questions
IS0Y.DE and CBUP.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUP.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUP.DE is cheaper with a 0.20% expense ratio, compared with 0.25% for IS0Y.DE.
IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index, while CBUP.DE tracks Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index. Their fees differ too: 0.25% for IS0Y.DE and 0.20% for CBUP.DE.
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