IUSL.DE vs. CBUG.DE
IUSL.DE (iShares Dow Jones Global Sustainability Screened UCITS ETF) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - IUSL.DE tracks the Dow Jones Sustainability World ex Alcohol, Tobacco, Gambling and others while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, IUSL.DE returned 14.71%/yr vs 13.75%/yr for CBUG.DE. Their correlation of 0.81 suggests significant overlap in exposure. IUSL.DE charges 0.60%/yr vs 0.10%/yr for CBUG.DE.
Performance
IUSL.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSL.DE achieves a 9.75% return, which is significantly lower than CBUG.DE's 14.43% return.
IUSL.DE
- 1D
- -0.15%
- 1M
- 4.28%
- YTD
- 9.75%
- 6M
- 10.59%
- 1Y
- 20.65%
- 3Y*
- 14.71%
- 5Y*
- 11.62%
- 10Y*
- 12.35%
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
IUSL.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUSL.DE iShares Dow Jones Global Sustainability Screened UCITS ETF | 9.75% | 9.06% | 17.49% | 22.13% | -12.66% | 3.39% |
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 IUSL.DE and CBUG.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.81 |
The correlation between IUSL.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
IUSL.DE vs. CBUG.DE — Risk / Return Rank
IUSL.DE
CBUG.DE
IUSL.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Sustainability Screened UCITS ETF (IUSL.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.
| IUSL.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 3.94 | -1.06 |
| Martin ratioReturn relative to average drawdown | 11.02 | 14.66 | -3.64 |
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
| IUSL.DE | CBUG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 2.04 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.42 | +0.30 |
Drawdowns
IUSL.DE vs. CBUG.DE - Drawdown Comparison
The maximum IUSL.DE drawdown since its inception was -33.02%, 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 IUSL.DE and CBUG.DE.
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Drawdown Indicators
| IUSL.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.02% | -24.59% | -8.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -7.21% | -0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -19.43% | -24.59% | +5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -19.43% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.02% | — | — |
Current DrawdownCurrent decline from peak | -0.71% | 0.00% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -4.10% | -7.48% | +3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.94% | -0.04% |
Volatility
IUSL.DE vs. CBUG.DE - Volatility Comparison
iShares Dow Jones Global Sustainability Screened UCITS ETF (IUSL.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) have volatilities of 3.41% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSL.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 3.41% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 9.78% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.56% | 13.90% | -2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.53% | 16.71% | -3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 16.71% | -1.78% |
IUSL.DE vs. CBUG.DE - Expense Ratio Comparison
IUSL.DE has a 0.60% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio.
Dividends
IUSL.DE vs. CBUG.DE - Dividend Comparison
Neither IUSL.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSL.DE and CBUG.DE have a correlation of 0.75, 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 IUSL.DE.
IUSL.DE tracks Dow Jones Sustainability World ex Alcohol, Tobacco, Gambling and others, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.60% for IUSL.DE and 0.10% for CBUG.DE.
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