LWCR.DE vs. CBUG.DE
LWCR.DE (Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - LWCR.DE tracks the MSCI World ESG Broad CTB Select while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, LWCR.DE returned 17.28%/yr vs 15.67%/yr for CBUG.DE. Their correlation of 0.83 suggests significant overlap in exposure. LWCR.DE charges 0.25%/yr vs 0.10%/yr for CBUG.DE.
Performance
LWCR.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LWCR.DE achieves a 10.71% return, which is significantly lower than CBUG.DE's 18.13% return.
LWCR.DE
- 1D
- -0.58%
- 1M
- 0.97%
- YTD
- 10.71%
- 6M
- 11.27%
- 1Y
- 23.99%
- 3Y*
- 17.28%
- 5Y*
- 12.03%
- 10Y*
- 13.15%
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
LWCR.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LWCR.DE Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc | 10.71% | 6.71% | 25.11% | 26.79% | -18.71% | 2.48% |
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 LWCR.DE and CBUG.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.83 |
The correlation between LWCR.DE and CBUG.DE has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.
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Return for Risk
LWCR.DE vs. CBUG.DE — Risk / Return Rank
LWCR.DE
CBUG.DE
LWCR.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (LWCR.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.
| LWCR.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.43 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.27 | 4.63 | -1.36 |
| Martin ratioReturn relative to average drawdown | 12.70 | 17.68 | -4.99 |
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Drawdowns
LWCR.DE vs. CBUG.DE - Drawdown Comparison
The maximum LWCR.DE drawdown since its inception was -34.01%, 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 LWCR.DE and CBUG.DE.
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Drawdown Indicators
| LWCR.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -24.57% | -9.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.31% | -7.24% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -21.67% | -24.57% | +2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -21.67% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | — | — |
Current DrawdownCurrent decline from peak | -0.76% | 0.00% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -7.41% | +2.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 1.90% | -0.01% |
Volatility
LWCR.DE vs. CBUG.DE - Volatility Comparison
The current volatility for Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (LWCR.DE) is 3.04%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.37%. This indicates that LWCR.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
| LWCR.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 3.37% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 8.43% | 10.00% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.79% | 13.98% | -2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.86% | 16.66% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.23% | 16.66% | -1.43% |
LWCR.DE vs. CBUG.DE - Expense Ratio Comparison
LWCR.DE has a 0.25% expense ratio, which is higher than CBUG.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LWCR.DE vs. CBUG.DE - Dividend Comparison
Neither LWCR.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
LWCR.DE and CBUG.DE have a correlation of 0.78, 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 0.25% for LWCR.DE.
LWCR.DE tracks MSCI World ESG Broad CTB Select, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.25% for LWCR.DE and 0.10% for CBUG.DE.
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