IS3Q.DE vs. CBUG.DE
IS3Q.DE (iShares Edge MSCI World Quality Factor UCITS ETF (Acc)) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - IS3Q.DE tracks the MSCI World Sector Neutral Quality while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, IS3Q.DE returned 15.90%/yr vs 15.67%/yr for CBUG.DE. Their correlation of 0.80 suggests significant overlap in exposure. IS3Q.DE charges 0.30%/yr vs 0.10%/yr for CBUG.DE.
Performance
IS3Q.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3Q.DE achieves a 10.76% return, which is significantly lower than CBUG.DE's 18.13% return.
IS3Q.DE
- 1D
- -0.26%
- 1M
- 1.53%
- YTD
- 10.76%
- 6M
- 11.12%
- 1Y
- 22.27%
- 3Y*
- 15.90%
- 5Y*
- 10.90%
- 10Y*
- 12.58%
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
IS3Q.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IS3Q.DE iShares Edge MSCI World Quality Factor UCITS ETF (Acc) | 10.76% | 2.80% | 23.78% | 21.69% | -14.83% | 1.91% |
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 IS3Q.DE and CBUG.DE is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.80 |
The correlation between IS3Q.DE and CBUG.DE has been stable across timeframes, ranging from 0.75 to 0.81 - a consistent structural relationship.
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Return for Risk
IS3Q.DE vs. CBUG.DE — Risk / Return Rank
IS3Q.DE
CBUG.DE
IS3Q.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.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.
| IS3Q.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.33 | ||
| Sortino ratioReturn per unit of downside risk | -0.42 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.43 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.50 | 4.63 | -1.13 |
| Martin ratioReturn relative to average drawdown | 14.50 | 17.68 | -3.18 |
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Drawdowns
IS3Q.DE vs. CBUG.DE - Drawdown Comparison
The maximum IS3Q.DE drawdown since its inception was -32.30%, 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 IS3Q.DE and CBUG.DE.
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Drawdown Indicators
| IS3Q.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.30% | -24.57% | -7.73% |
Max Drawdown (1Y)Largest decline over 1 year | -6.33% | -7.24% | +0.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.63% | -24.57% | +3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -20.63% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.30% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | 0.00% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -6.25% | -7.41% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.53% | 1.90% | -0.37% |
Volatility
IS3Q.DE vs. CBUG.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Quality Factor UCITS ETF (Acc) (IS3Q.DE) is 2.34%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.37%. This indicates that IS3Q.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
| IS3Q.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.34% | 3.37% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.43% | 10.00% | -2.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 13.98% | -3.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 16.66% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 16.66% | -0.84% |
IS3Q.DE vs. CBUG.DE - Expense Ratio Comparison
IS3Q.DE has a 0.30% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio.
Dividends
IS3Q.DE vs. CBUG.DE - Dividend Comparison
Neither IS3Q.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3Q.DE and CBUG.DE have a correlation of 0.81, 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 0.30% for IS3Q.DE.
IS3Q.DE tracks MSCI World Sector Neutral Quality, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.30% for IS3Q.DE and 0.10% for CBUG.DE.
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