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XGIU.DE vs. CBUL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XGIU.DE vs. CBUL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.DE) and iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) (CBUL.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XGIU.DE achieves a 3.10% return, which is significantly higher than CBUL.DE's 0.78% return.


XGIU.DE

1D
0.22%
1M
0.31%
6M
1.39%
YTD
3.10%
1Y
3.95%
3Y*
1.68%
5Y*
-1.87%
10Y*
0.61%

CBUL.DE

1D
0.00%
1M
-0.23%
6M
0.78%
YTD
0.78%
1Y
1.21%
3Y*
3.13%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XGIU.DE vs. CBUL.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
XGIU.DE
Xtrackers Global Inflation-Linked Bond UCITS ETF 5C
3.10%-3.77%2.98%1.42%-15.66%
CBUL.DE
iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist)
0.78%3.87%3.10%2.21%-3.69%

Correlation

The correlation between XGIU.DE and CBUL.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Apr 6, 2022

0.36

Over the past year, the correlation between XGIU.DE and CBUL.DE has dropped to 0.12 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

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Return for Risk

XGIU.DE vs. CBUL.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XGIU.DE
XGIU.DE Risk / Return Rank: 2424
Overall Rank
XGIU.DE Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
XGIU.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
XGIU.DE Omega Ratio Rank: 2222
Omega Ratio Rank
XGIU.DE Calmar Ratio Rank: 2828
Calmar Ratio Rank
XGIU.DE Martin Ratio Rank: 2929
Martin Ratio Rank

CBUL.DE
CBUL.DE Risk / Return Rank: 1818
Overall Rank
CBUL.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
CBUL.DE Sortino Ratio Rank: 1414
Sortino Ratio Rank
CBUL.DE Omega Ratio Rank: 1616
Omega Ratio Rank
CBUL.DE Calmar Ratio Rank: 2222
Calmar Ratio Rank
CBUL.DE Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XGIU.DE vs. CBUL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.DE) and iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) (CBUL.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.


XGIU.DECBUL.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.36

Omega ratioGain probability vs. loss probability

1.12

1.08

+0.04

Calmar ratioReturn relative to maximum drawdown

1.09

0.76

+0.33

Martin ratioReturn relative to average drawdown

3.04

2.07

+0.98

XGIU.DE vs. CBUL.DE - Sharpe Ratio Comparison

The current XGIU.DE Sharpe Ratio is 0.58, which is higher than the CBUL.DE Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of XGIU.DE and CBUL.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XGIU.DE vs. CBUL.DE - Drawdown Comparison

The maximum XGIU.DE drawdown since its inception was -22.30%, which is greater than CBUL.DE's maximum drawdown of -5.07%. Use the drawdown chart below to compare losses from any high point for XGIU.DE and CBUL.DE.


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Drawdown Indicators


XGIU.DECBUL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.30%

-5.07%

-17.23%

Max Drawdown (1Y)

Largest decline over 1 year

-3.61%

-1.58%

-2.03%

Max Drawdown (3Y)

Largest decline over 3 years

-8.44%

-1.58%

-6.86%

Max Drawdown (5Y)

Largest decline over 5 years

-22.30%

Max Drawdown (10Y)

Largest decline over 10 years

-22.30%

Current Drawdown

Current decline from peak

-16.78%

-1.02%

-15.76%

Average Drawdown

Average peak-to-trough decline

-7.99%

-1.80%

-6.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.30%

0.59%

+0.71%

Volatility

XGIU.DE vs. CBUL.DE - Volatility Comparison

Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.DE) has a higher volatility of 1.10% compared to iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) (CBUL.DE) at 0.71%. This indicates that XGIU.DE's price experiences larger fluctuations and is considered to be riskier than CBUL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XGIU.DECBUL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.10%

0.71%

+0.39%

Volatility (6M)

Calculated over the trailing 6-month period

5.10%

2.93%

+2.17%

Volatility (1Y)

Calculated over the trailing 1-year period

6.87%

3.98%

+2.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.74%

3.45%

+5.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.97%

3.45%

+4.52%

XGIU.DE vs. CBUL.DE - Expense Ratio Comparison

XGIU.DE has a 0.20% expense ratio, which is higher than CBUL.DE's 0.12% 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

XGIU.DE vs. CBUL.DE - Dividend Comparison

XGIU.DE has not paid dividends to shareholders, while CBUL.DE's dividend yield for the trailing twelve months is around 5.91%.


PositionTTM2025202420232022
CBUL.DE
iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist)
5.91%5.98%6.93%5.21%0.33%
XGIU.DE
Xtrackers Global Inflation-Linked Bond UCITS ETF 5C
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XGIU.DE and CBUL.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CBUL.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CBUL.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for XGIU.DE.

XGIU.DE tracks Bloomberg Gbl Infl Linked TR USD, while CBUL.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years Index (EUR Hedged). They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.20% for XGIU.DE and 0.12% for CBUL.DE.

Portfolio Optimizer

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