V3AA.DE vs. CBUG.DE
V3AA.DE (Vanguard ESG Global All Cap UCITS ETF (USD) Acc) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - V3AA.DE tracks the FTSE Global All Cap Choice Index while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, V3AA.DE returned 17.62%/yr vs 13.75%/yr for CBUG.DE. Their correlation of 0.85 suggests significant overlap in exposure. V3AA.DE charges 0.24%/yr vs 0.10%/yr for CBUG.DE.
Performance
V3AA.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, V3AA.DE achieves a 12.77% return, which is significantly lower than CBUG.DE's 14.43% return.
V3AA.DE
- 1D
- -0.11%
- 1M
- 4.35%
- YTD
- 12.77%
- 6M
- 13.07%
- 1Y
- 26.49%
- 3Y*
- 17.62%
- 5Y*
- 11.33%
- 10Y*
- —
CBUG.DE
- 1D
- 0.52%
- 1M
- 2.87%
- YTD
- 14.43%
- 6M
- 15.29%
- 1Y
- 28.47%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
V3AA.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
V3AA.DE Vanguard ESG Global All Cap UCITS ETF (USD) Acc | 12.77% | 7.60% | 24.41% | 20.63% | -18.04% | 2.89% |
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 V3AA.DE and CBUG.DE is 0.81, 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 | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.85 |
The correlation between V3AA.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
V3AA.DE vs. CBUG.DE — Risk / Return Rank
V3AA.DE
CBUG.DE
V3AA.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.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.
| V3AA.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 3.94 | -0.64 |
| Martin ratioReturn relative to average drawdown | 13.32 | 14.66 | -1.34 |
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
| V3AA.DE | CBUG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.17 | 2.04 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.42 | +0.40 |
Drawdowns
V3AA.DE vs. CBUG.DE - Drawdown Comparison
The maximum V3AA.DE drawdown since its inception was -22.30%, smaller than the maximum CBUG.DE drawdown of -24.59%. Use the drawdown chart below to compare losses from any high point for V3AA.DE and CBUG.DE.
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Drawdown Indicators
| V3AA.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.30% | -24.59% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.16% | -7.21% | -0.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.30% | -24.59% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -22.30% | — | — |
Current DrawdownCurrent decline from peak | -0.75% | 0.00% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -5.91% | -7.48% | +1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.03% | 1.94% | +0.09% |
Volatility
V3AA.DE vs. CBUG.DE - Volatility Comparison
Vanguard ESG Global All Cap UCITS ETF (USD) Acc (V3AA.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) have volatilities of 3.38% 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
| V3AA.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.41% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 9.78% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.42% | 13.90% | -1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 16.71% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.33% | 16.71% | -2.38% |
V3AA.DE vs. CBUG.DE - Expense Ratio Comparison
V3AA.DE has a 0.24% 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
V3AA.DE vs. CBUG.DE - Dividend Comparison
Neither V3AA.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
V3AA.DE and CBUG.DE have a correlation of 0.81, 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 0.24% for V3AA.DE.
V3AA.DE tracks FTSE Global All Cap Choice Index, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.24% for V3AA.DE and 0.10% for CBUG.DE.
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