XAMB.DE vs. CBUG.DE
XAMB.DE (Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc) and CBUG.DE (iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist)) are both Global Equities funds - XAMB.DE tracks the MSCI World SRI Filtered PAB while CBUG.DE tracks the MSCI ACWI SMID NR USD. Both are passively managed. Over the past 3 years, XAMB.DE returned 12.56%/yr vs 13.75%/yr for CBUG.DE. Their correlation of 0.87 suggests significant overlap in exposure. XAMB.DE charges 0.18%/yr vs 0.10%/yr for CBUG.DE.
Performance
XAMB.DE vs. CBUG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XAMB.DE achieves a 13.11% return, which is significantly lower than CBUG.DE's 14.43% return.
XAMB.DE
- 1D
- 0.27%
- 1M
- 6.31%
- YTD
- 13.11%
- 6M
- 13.74%
- 1Y
- 20.74%
- 3Y*
- 12.56%
- 5Y*
- 10.09%
- 10Y*
- —
CBUG.DE
- 1D
- 0.52%
- 1M
- 4.17%
- YTD
- 14.43%
- 6M
- 15.69%
- 1Y
- 28.51%
- 3Y*
- 13.75%
- 5Y*
- —
- 10Y*
- —
XAMB.DE vs. CBUG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 13.11% | 2.25% | 15.42% | 20.65% | -17.81% | 3.98% |
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 XAMB.DE and CBUG.DE is 0.84, 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 | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.87 |
The correlation between XAMB.DE and CBUG.DE has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.
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Return for Risk
XAMB.DE vs. CBUG.DE — Risk / Return Rank
XAMB.DE
CBUG.DE
XAMB.DE vs. CBUG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.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.
| XAMB.DE | CBUG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 3.94 | -1.44 |
| Martin ratioReturn relative to average drawdown | 9.16 | 14.66 | -5.50 |
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
| XAMB.DE | CBUG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 2.04 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.42 | +0.32 |
Drawdowns
XAMB.DE vs. CBUG.DE - Drawdown Comparison
The maximum XAMB.DE drawdown since its inception was -31.83%, which is greater than CBUG.DE's maximum drawdown of -24.59%. Use the drawdown chart below to compare losses from any high point for XAMB.DE and CBUG.DE.
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Drawdown Indicators
| XAMB.DE | CBUG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.83% | -24.59% | -7.24% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -7.21% | -1.07% |
Max Drawdown (3Y)Largest decline over 3 years | -22.09% | -24.59% | +2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -22.09% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -5.61% | -7.48% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 1.94% | +0.32% |
Volatility
XAMB.DE vs. CBUG.DE - Volatility Comparison
Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) has a higher volatility of 3.89% compared to iShares USD Treasury Bond 3-7yr UCITS ETF GBP hedged (Dist) (CBUG.DE) at 3.41%. This indicates that XAMB.DE's price experiences larger fluctuations and is considered to be riskier 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
| XAMB.DE | CBUG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 3.41% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 9.78% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.16% | 13.90% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 16.71% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 16.71% | -0.31% |
XAMB.DE vs. CBUG.DE - Expense Ratio Comparison
XAMB.DE has a 0.18% 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
XAMB.DE vs. CBUG.DE - Dividend Comparison
Neither XAMB.DE nor CBUG.DE has paid dividends to shareholders.
Frequently Asked Questions
XAMB.DE and CBUG.DE have a correlation of 0.84, 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 0.18% for XAMB.DE.
XAMB.DE tracks MSCI World SRI Filtered PAB, while CBUG.DE tracks MSCI ACWI SMID NR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.18% for XAMB.DE and 0.10% for CBUG.DE.
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