IUSN.DE vs. CBUG.DE
IUSN.DE (iShares MSCI World Small Cap UCITS ETF) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds from iShares - IUSN.DE tracks the MSCI World Small Cap while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, IUSN.DE returned 16.56%/yr vs 15.67%/yr for CBUG.DE. With a 0.97 correlation, they move nearly in lockstep. IUSN.DE charges 0.35%/yr vs 0.10%/yr for CBUG.DE.
Performance
IUSN.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 IUSN.DE having a 18.25% return and CBUG.DE slightly lower at 18.13%.
IUSN.DE
- 1D
- 0.55%
- 1M
- 3.72%
- YTD
- 18.25%
- 6M
- 18.25%
- 1Y
- 34.70%
- 3Y*
- 16.56%
- 5Y*
- 8.14%
- 10Y*
- —
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
IUSN.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IUSN.DE iShares MSCI World Small Cap UCITS ETF | 18.25% | 7.76% | 13.17% | 13.12% | -13.76% | 2.83% |
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 IUSN.DE and CBUG.DE is 0.95, 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 | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.97 |
The correlation between IUSN.DE and CBUG.DE has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
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Return for Risk
IUSN.DE vs. CBUG.DE — Risk / Return Rank
IUSN.DE
CBUG.DE
IUSN.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Small Cap UCITS ETF (IUSN.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.
| IUSN.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.43 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.85 | 4.63 | +0.22 |
| Martin ratioReturn relative to average drawdown | 18.23 | 17.68 | +0.55 |
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Drawdowns
IUSN.DE vs. CBUG.DE - Drawdown Comparison
The maximum IUSN.DE drawdown since its inception was -40.27%, 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 IUSN.DE and CBUG.DE.
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Drawdown Indicators
| IUSN.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.27% | -24.57% | -15.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -7.24% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -24.25% | -24.57% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -24.25% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.97% | -7.41% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.90% | 0.00% |
Volatility
IUSN.DE vs. CBUG.DE - Volatility Comparison
iShares MSCI World Small Cap UCITS ETF (IUSN.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) have volatilities of 3.26% and 3.37%, 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
| IUSN.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 3.37% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 10.00% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 13.98% | -0.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 16.66% | -0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 16.66% | +1.62% |
IUSN.DE vs. CBUG.DE - Expense Ratio Comparison
IUSN.DE has a 0.35% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio.
Dividends
IUSN.DE vs. CBUG.DE - Dividend Comparison
Neither IUSN.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.95, IUSN.DE and CBUG.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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 0.35% for IUSN.DE.
IUSN.DE tracks MSCI World Small Cap, while CBUG.DE tracks MSCI ACWI SMID NR USD. Their fees differ too: 0.35% for IUSN.DE and 0.10% for CBUG.DE.
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