SXRL.DE vs. CBU0.DE
Compare and contrast key facts about iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) and iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc (CBU0.DE).
SXRL.DE and CBU0.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXRL.DE is a passively managed fund by iShares that tracks the performance of the ICE US Treasury 3-7 Year. It was launched on Jun 3, 2009. CBU0.DE is a passively managed fund by iShares that tracks the performance of the iBoxx® GBP Liquid Corporates Large Cap (EUR Hedged). It was launched on Mar 22, 2023. Both SXRL.DE and CBU0.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXRL.DE or CBU0.DE.
Correlation
The correlation between SXRL.DE and CBU0.DE is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SXRL.DE vs. CBU0.DE - Performance Comparison
Key characteristics
SXRL.DE:
0.99
CBU0.DE:
0.78
SXRL.DE:
1.47
CBU0.DE:
1.14
SXRL.DE:
1.18
CBU0.DE:
1.13
SXRL.DE:
0.38
CBU0.DE:
1.05
SXRL.DE:
2.38
CBU0.DE:
2.86
SXRL.DE:
1.63%
CBU0.DE:
1.26%
SXRL.DE:
3.94%
CBU0.DE:
4.64%
SXRL.DE:
-14.03%
CBU0.DE:
-6.02%
SXRL.DE:
-5.67%
CBU0.DE:
-0.59%
Returns By Period
In the year-to-date period, SXRL.DE achieves a 0.66% return, which is significantly lower than CBU0.DE's 1.22% return.
SXRL.DE
0.66%
0.37%
-0.97%
3.59%
-0.13%
N/A
CBU0.DE
1.22%
1.17%
0.36%
2.85%
N/A
N/A
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SXRL.DE vs. CBU0.DE - Expense Ratio Comparison
SXRL.DE has a 0.07% expense ratio, which is lower than CBU0.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SXRL.DE vs. CBU0.DE — Risk-Adjusted Performance Rank
SXRL.DE
CBU0.DE
SXRL.DE vs. CBU0.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) and iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc (CBU0.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.
Dividends
SXRL.DE vs. CBU0.DE - Dividend Comparison
Neither SXRL.DE nor CBU0.DE has paid dividends to shareholders.
Drawdowns
SXRL.DE vs. CBU0.DE - Drawdown Comparison
The maximum SXRL.DE drawdown since its inception was -14.03%, which is greater than CBU0.DE's maximum drawdown of -6.02%. Use the drawdown chart below to compare losses from any high point for SXRL.DE and CBU0.DE. For additional features, visit the drawdowns tool.
Volatility
SXRL.DE vs. CBU0.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) is 1.00%, while iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc (CBU0.DE) has a volatility of 1.30%. This indicates that SXRL.DE experiences smaller price fluctuations and is considered to be less risky than CBU0.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.