UBU7.DE vs. CBUG.DE
UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - UBU7.DE tracks the MSCI World while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, UBU7.DE returned 18.08%/yr vs 15.67%/yr for CBUG.DE. Their correlation of 0.85 suggests significant overlap in exposure. Both charge a 0.10% expense ratio.
Performance
UBU7.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UBU7.DE achieves a 11.05% return, which is significantly lower than CBUG.DE's 18.13% return.
UBU7.DE
- 1D
- -0.59%
- 1M
- 0.75%
- YTD
- 11.05%
- 6M
- 11.39%
- 1Y
- 24.87%
- 3Y*
- 18.08%
- 5Y*
- 12.26%
- 10Y*
- 13.19%
CBUG.DE
- 1D
- 0.65%
- 1M
- 4.21%
- YTD
- 18.13%
- 6M
- 18.13%
- 1Y
- 33.69%
- 3Y*
- 15.67%
- 5Y*
- —
- 10Y*
- —
UBU7.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 11.05% | 8.11% | 26.08% | 20.13% | -13.88% | 2.37% |
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 UBU7.DE and CBUG.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2021 | 0.85 |
The correlation between UBU7.DE and CBUG.DE has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
UBU7.DE vs. CBUG.DE — Risk / Return Rank
UBU7.DE
CBUG.DE
UBU7.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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.
| UBU7.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.43 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 4.63 | -0.83 |
| Martin ratioReturn relative to average drawdown | 15.04 | 17.68 | -2.64 |
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Drawdowns
UBU7.DE vs. CBUG.DE - Drawdown Comparison
The maximum UBU7.DE drawdown since its inception was -33.85%, 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 UBU7.DE and CBUG.DE.
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Drawdown Indicators
| UBU7.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.85% | -24.57% | -9.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.52% | -7.24% | +0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -21.70% | -24.57% | +2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -21.70% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | — | — |
Current DrawdownCurrent decline from peak | -0.78% | 0.00% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -5.68% | -7.41% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 1.90% | -0.25% |
Volatility
UBU7.DE vs. CBUG.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) is 2.96%, while iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) has a volatility of 3.37%. This indicates that UBU7.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
| UBU7.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 3.37% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 10.00% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 13.98% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.15% | 16.66% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.09% | 16.66% | -1.57% |
UBU7.DE vs. CBUG.DE - Expense Ratio Comparison
Both UBU7.DE and CBUG.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
UBU7.DE vs. CBUG.DE - Dividend Comparison
UBU7.DE's dividend yield for the trailing twelve months is around 1.32%, 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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.32% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
Frequently Asked Questions
UBU7.DE and CBUG.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE and CBUG.DE have the same expense ratio: 0.10% per year.
UBU7.DE tracks MSCI World, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: UBS and iShares.
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