2B77.DE vs. CBUF.DE

Last updated Jun 5, 2026

2B77.DE (iShares Ageing Population UCITS ETF) and CBUF.DE (iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist) are both Health & Biotech Equities funds from iShares - 2B77.DE tracks the iSTOXX® FactSet Ageing Population while CBUF.DE tracks the MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Both are passively managed. Over the past 5 years, 2B77.DE returned 5.15%/yr vs 4.66%/yr for CBUF.DE. A 0.67 correlation means they provide meaningful diversification when combined. 2B77.DE charges 0.40%/yr vs 0.18%/yr for CBUF.DE.

Performance

2B77.DE vs. CBUF.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Ageing Population UCITS ETF (2B77.DE) and iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, 2B77.DE achieves a 2.83% return, which is significantly higher than CBUF.DE's -2.22% return.

2B77.DE

• 1D: 1.81%
• 1M: 0.31%
• YTD: 2.83%
• 6M: 4.39%
• 1Y: 16.72%
• 3Y*: 10.94%
• 5Y*: 5.15%
• 10Y*: —

CBUF.DE

• 1D: 2.74%
• 1M: 3.91%
• YTD: -2.22%
• 6M: -1.50%
• 1Y: 7.40%
• 3Y*: 0.62%
• 5Y*: 4.66%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

2B77.DE vs. CBUF.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
2B77.DE iShares Ageing Population UCITS ETF	2.83%	13.27%	14.30%	5.16%	-8.98%	13.25%	2.39%	9.20%
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist	-2.22%	2.56%	0.75%	0.33%	2.09%	30.42%	2.79%	11.42%

Correlation

The correlation between 2B77.DE and CBUF.DE is 0.61, 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	0.61
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.64
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019	0.67

The correlation between 2B77.DE and CBUF.DE has been stable across timeframes, ranging from 0.61 to 0.67 - a consistent structural relationship.

Return for Risk

2B77.DE vs. CBUF.DE — Risk / Return Rank

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

2B77.DE

2B77.DE Risk / Return Rank: 43
2B77.DE Sharpe Ratio Rank: 39
2B77.DE Sortino Ratio Rank: 40
2B77.DE Omega Ratio Rank: 36
2B77.DE Calmar Ratio Rank: 50
2B77.DE Martin Ratio Rank: 50

CBUF.DE

CBUF.DE Risk / Return Rank: 17
CBUF.DE Sharpe Ratio Rank: 18
CBUF.DE Sortino Ratio Rank: 18
CBUF.DE Omega Ratio Rank: 17
CBUF.DE Calmar Ratio Rank: 18
CBUF.DE Martin Ratio Rank: 17

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.

2B77.DE vs. CBUF.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (2B77.DE) and iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.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.

	2B77.DE	CBUF.DE	Difference
Sharpe ratio: Return per unit of total volatility	1.36	0.53	+0.83
Sortino ratio: Return per unit of downside risk	1.99	0.88	+1.11
Omega ratio: Gain probability vs. loss probability	1.24	1.10	+0.14
Calmar ratio: Return relative to maximum drawdown	2.45	0.68	+1.77
Martin ratio: Return relative to average drawdown	8.32	1.56	+6.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

2B77.DE vs. CBUF.DE - Sharpe Ratio Comparison

The current 2B77.DE Sharpe Ratio is 1.36, which is higher than the CBUF.DE Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of 2B77.DE and CBUF.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.

Sharpe Ratios by Period

	2B77.DE	CBUF.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.36	0.53	+0.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.34	0.34	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.44	-0.01

Drawdowns

2B77.DE vs. CBUF.DE - Drawdown Comparison

The maximum 2B77.DE drawdown since its inception was -38.47%, which is greater than CBUF.DE's maximum drawdown of -25.94%. Use the drawdown chart below to compare losses from any high point for 2B77.DE and CBUF.DE.

Drawdown Indicators

	2B77.DE	CBUF.DE	Difference
Max Drawdown Largest peak-to-trough decline	-38.47%	-25.94%	-12.53%
Max Drawdown (1Y) Largest decline over 1 year	-6.80%	-10.87%	+4.07%
Max Drawdown (3Y) Largest decline over 3 years	-20.07%	-21.76%	+1.69%
Max Drawdown (5Y) Largest decline over 5 years	-20.07%	-21.76%	+1.69%
Current Drawdown Current decline from peak	-1.60%	-9.66%	+8.06%
Average Drawdown Average peak-to-trough decline	-5.47%	-5.65%	+0.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.01%	4.74%	-2.73%

Volatility

2B77.DE vs. CBUF.DE - Volatility Comparison

The current volatility for iShares Ageing Population UCITS ETF (2B77.DE) is 3.36%, while iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist (CBUF.DE) has a volatility of 4.98%. This indicates that 2B77.DE experiences smaller price fluctuations and is considered to be less risky than CBUF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	2B77.DE	CBUF.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.36%	4.98%	-1.62%
Volatility (6M) Calculated over the trailing 6-month period	9.17%	9.70%	-0.53%
Volatility (1Y) Calculated over the trailing 1-year period	12.28%	13.98%	-1.70%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.09%	13.60%	+1.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.52%	15.36%	+1.16%

2B77.DE vs. CBUF.DE - Expense Ratio Comparison

2B77.DE has a 0.40% expense ratio, which is higher than CBUF.DE's 0.18% expense ratio.

Dividends

2B77.DE vs. CBUF.DE - Dividend Comparison

2B77.DE has not paid dividends to shareholders, while CBUF.DE's dividend yield for the trailing twelve months is around 1.08%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
2B77.DE iShares Ageing Population UCITS ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
CBUF.DE iShares MSCI World Health Care Sector ESG UCITS ETF USD Dist	1.08%	1.06%	1.02%	1.16%	1.09%	1.05%	1.27%	0.10%

Frequently Asked Questions

Can I hold both 2B77.DE and CBUF.DE in my portfolio?

2B77.DE and CBUF.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, 2B77.DE or CBUF.DE?

On fees, CBUF.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, 2B77.DE or CBUF.DE?

CBUF.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for 2B77.DE.

What is the main difference between 2B77.DE and CBUF.DE?

2B77.DE tracks iSTOXX® FactSet Ageing Population, while CBUF.DE tracks MSCI World Health Care ESG Reduced Carbon Select 20 35 Capped. Their fees differ too: 0.40% for 2B77.DE and 0.18% for CBUF.DE.