IUSD.DE vs. CBUG.DE
IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - IUSD.DE tracks the MSCI World Islamic Index while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, IUSD.DE returned 14.99%/yr vs 15.67%/yr for CBUG.DE. A 0.58 correlation means they provide meaningful diversification when combined. IUSD.DE charges 0.60%/yr vs 0.10%/yr for CBUG.DE.
Performance
IUSD.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IUSD.DE having a 18.71% return and CBUG.DE slightly lower at 18.13%.
IUSD.DE
- 1D
- 0.00%
- 1M
- 1.22%
- YTD
- 18.71%
- 6M
- 19.02%
- 1Y
- 32.47%
- 3Y*
- 14.99%
- 5Y*
- 19.18%
- 10Y*
- 11.33%
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
IUSD.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 18.71% | 6.47% | 11.91% | 63.45% | 2.92% | 0.00% |
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 IUSD.DE and CBUG.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.58 |
The correlation between IUSD.DE and CBUG.DE shifts across timeframes, from 0.58 (all time) to 0.77 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUSD.DE vs. CBUG.DE — Risk / Return Rank
IUSD.DE
CBUG.DE
IUSD.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.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.
| IUSD.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.43 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 6.74 | 4.63 | +2.11 |
| Martin ratioReturn relative to average drawdown | 20.22 | 17.68 | +2.53 |
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Drawdowns
IUSD.DE vs. CBUG.DE - Drawdown Comparison
The maximum IUSD.DE drawdown since its inception was -23.71%, roughly equal to the maximum CBUG.DE drawdown of -24.57%. Use the drawdown chart below to compare losses from any high point for IUSD.DE and CBUG.DE.
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Drawdown Indicators
| IUSD.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -24.57% | +0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -4.84% | -7.24% | +2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -22.97% | -24.57% | +1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -22.97% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -22.97% | — | — |
Current DrawdownCurrent decline from peak | -1.91% | 0.00% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -7.41% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 1.90% | -0.29% |
Volatility
IUSD.DE vs. CBUG.DE - Volatility Comparison
iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) has a higher volatility of 4.80% compared to iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) at 3.37%. This indicates that IUSD.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
| IUSD.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 3.37% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 10.00% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.08% | 13.98% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.19% | 16.66% | +6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 16.66% | +0.37% |
IUSD.DE vs. CBUG.DE - Expense Ratio Comparison
IUSD.DE has a 0.60% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio.
Dividends
IUSD.DE vs. CBUG.DE - Dividend Comparison
IUSD.DE's dividend yield for the trailing twelve months is around 0.96%, 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% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.96% | 1.14% | 1.35% | 1.60% | 2.85% | 2.11% | 1.73% | 2.15% | 1.81% | 1.64% | 1.61% | 1.75% |
Frequently Asked Questions
IUSD.DE and CBUG.DE have a correlation of 0.76, 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 0.60% for IUSD.DE.
IUSD.DE tracks MSCI World Islamic Index, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.60% for IUSD.DE and 0.10% for CBUG.DE.
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