IS3T.DE vs. CBUG.DE
IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - IS3T.DE tracks the MSCI World Mid Cap Equal Weighted while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, IS3T.DE returned 11.56%/yr vs 13.75%/yr for CBUG.DE. Their correlation of 0.91 suggests significant overlap in exposure. IS3T.DE charges 0.30%/yr vs 0.10%/yr for CBUG.DE.
Performance
IS3T.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3T.DE achieves a 6.98% return, which is significantly lower than CBUG.DE's 14.43% return.
IS3T.DE
- 1D
- 0.30%
- 1M
- 0.74%
- YTD
- 6.98%
- 6M
- 8.06%
- 1Y
- 15.24%
- 3Y*
- 11.56%
- 5Y*
- 6.43%
- 10Y*
- 7.96%
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
IS3T.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 6.98% | 8.66% | 11.91% | 12.19% | -13.42% | 2.66% |
CBUG.DE iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) | 14.43% | 6.47% | 13.17% | 11.34% | -14.17% | 2.96% |
Correlation
The correlation between IS3T.DE and CBUG.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.91 |
The correlation between IS3T.DE and CBUG.DE shifts across timeframes, from 0.80 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3T.DE vs. CBUG.DE — Risk / Return Rank
IS3T.DE
CBUG.DE
IS3T.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.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.
| IS3T.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.94 | -1.79 |
| Martin ratioReturn relative to average drawdown | 8.02 | 14.66 | -6.64 |
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
| IS3T.DE | CBUG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.04 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Drawdowns
IS3T.DE vs. CBUG.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, which is greater than CBUG.DE's maximum drawdown of -24.59%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and CBUG.DE.
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Drawdown Indicators
| IS3T.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -24.59% | -12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -7.21% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -24.59% | +5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -36.87% | — | — |
Current DrawdownCurrent decline from peak | -0.59% | 0.00% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -7.48% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.94% | -0.04% |
Volatility
IS3T.DE vs. CBUG.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.77%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.41%. This indicates that IS3T.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
| IS3T.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 3.41% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 9.78% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 13.90% | -2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 16.71% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.25% | 16.71% | -1.46% |
IS3T.DE vs. CBUG.DE - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio.
Dividends
IS3T.DE vs. CBUG.DE - Dividend Comparison
Neither IS3T.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3T.DE and CBUG.DE have a correlation of 0.80, 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 IS3T.DE.
IS3T.DE tracks MSCI World Mid Cap Equal Weighted, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.30% for IS3T.DE and 0.10% for CBUG.DE.
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