XT01.L vs. CBU7.L
Compare and contrast key facts about Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C (XT01.L) and iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L).
XT01.L and CBU7.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XT01.L is a passively managed fund by Xtrackers that tracks the performance of the Bloomberg US Government TR USD. It was launched on Sep 3, 2020. CBU7.L is a passively managed fund by iShares that tracks the performance of the ICE U.S. Treasury 3-7 Year Bond Index. It was launched on Jun 3, 2009. Both XT01.L and CBU7.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XT01.L vs. CBU7.L - Performance Comparison
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XT01.L vs. CBU7.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XT01.L Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C | 1.82% | -2.80% | 6.91% | -0.75% | 12.89% | 1.36% | -5.72% |
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | 1.37% | -0.31% | 3.94% | -0.95% | 1.43% | -1.43% | -6.31% |
Different Trading Currencies
XT01.L is traded in GBP, while CBU7.L is traded in USD. To make them comparable, the CBU7.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, XT01.L achieves a 1.82% return, which is significantly higher than CBU7.L's 1.37% return.
XT01.L
- 1D
- -0.85%
- 1M
- 0.65%
- YTD
- 1.82%
- 6M
- 3.02%
- 1Y
- 0.93%
- 3Y*
- 2.17%
- 5Y*
- 4.01%
- 10Y*
- —
CBU7.L
- 1D
- -0.15%
- 1M
- 0.08%
- YTD
- 1.37%
- 6M
- 2.69%
- 1Y
- 1.40%
- 3Y*
- 1.17%
- 5Y*
- 1.46%
- 10Y*
- 2.16%
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XT01.L vs. CBU7.L - Expense Ratio Comparison
Both XT01.L and CBU7.L have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
XT01.L vs. CBU7.L — Risk / Return Rank
XT01.L
CBU7.L
XT01.L vs. CBU7.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C (XT01.L) and iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L). 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.
| XT01.L | CBU7.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.19 | -0.06 |
Sortino ratioReturn per unit of downside risk | 0.24 | 0.32 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.04 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 0.32 | -0.13 |
Martin ratioReturn relative to average drawdown | 0.36 | 0.58 | -0.22 |
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
| XT01.L | CBU7.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.19 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.17 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.40 | -0.13 |
Correlation
The correlation between XT01.L and CBU7.L is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XT01.L vs. CBU7.L - Dividend Comparison
Neither XT01.L nor CBU7.L has paid dividends to shareholders.
Drawdowns
XT01.L vs. CBU7.L - Drawdown Comparison
The maximum XT01.L drawdown since its inception was -15.31%, smaller than the maximum CBU7.L drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for XT01.L and CBU7.L.
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Drawdown Indicators
| XT01.L | CBU7.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.31% | -14.18% | -1.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.43% | -2.23% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | -15.31% | -13.55% | -1.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.18% | — |
Current DrawdownCurrent decline from peak | -5.41% | -1.36% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -3.36% | -3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 0.68% | +2.79% |
Volatility
XT01.L vs. CBU7.L - Volatility Comparison
The current volatility for Xtrackers US Treasuries Ultrashort Bond UCITS ETF 1C (XT01.L) is 2.15%, while iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) has a volatility of 2.76%. This indicates that XT01.L experiences smaller price fluctuations and is considered to be less risky than CBU7.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XT01.L | CBU7.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 2.76% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 5.00% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.98% | 7.32% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.36% | 8.41% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.38% | 9.84% | -1.46% |