ACLT.DE vs. CBUI.DE
ACLT.DE (AXA IM ACT Climate Equity UCITS ETF USD Acc) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds — ACLT.DE tracks the AXA IM ACT Climate Equity while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, ACLT.DE returned 12.40%/yr vs 16.76%/yr for CBUI.DE. Their correlation of 0.84 suggests significant overlap in exposure. ACLT.DE charges 0.70%/yr vs 0.30%/yr for CBUI.DE.
Performance
ACLT.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ACLT.DE achieves a -0.20% return, which is significantly lower than CBUI.DE's 2.06% return.
ACLT.DE
- 1D
- -0.64%
- 1M
- -1.98%
- YTD
- -0.20%
- 6M
- 2.00%
- 1Y
- 27.85%
- 3Y*
- 12.40%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- -0.54%
- 1M
- -0.70%
- YTD
- 2.06%
- 6M
- 10.26%
- 1Y
- 38.27%
- 3Y*
- 16.76%
- 5Y*
- —
- 10Y*
- —
ACLT.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ACLT.DE AXA IM ACT Climate Equity UCITS ETF USD Acc | -0.20% | 8.42% | 19.92% | 14.36% | 10.19% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 2.06% | 20.98% | 13.82% | 15.94% | 4.25% |
Correlation
The correlation between ACLT.DE and CBUI.DE is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
ACLT.DE vs. CBUI.DE - Expense Ratio Comparison
ACLT.DE has a 0.70% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
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Return for Risk
ACLT.DE vs. CBUI.DE — Risk / Return Rank
ACLT.DE
CBUI.DE
ACLT.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) and iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.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.
| ACLT.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 2.52 | -1.06 |
Sortino ratioReturn per unit of downside risk | 2.16 | 3.50 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.47 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 5.59 | -3.41 |
Martin ratioReturn relative to average drawdown | 8.94 | 20.12 | -11.18 |
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
| ACLT.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 2.52 | -1.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.80 | +0.08 |
Drawdowns
ACLT.DE vs. CBUI.DE - Drawdown Comparison
The maximum ACLT.DE drawdown since its inception was -20.54%, which is greater than CBUI.DE's maximum drawdown of -19.48%. Use the drawdown chart below to compare losses from any high point for ACLT.DE and CBUI.DE.
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Drawdown Indicators
| ACLT.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.54% | -19.48% | -1.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -6.34% | -4.73% |
Current DrawdownCurrent decline from peak | -9.62% | -4.32% | -5.30% |
Average DrawdownAverage peak-to-trough decline | -3.21% | -3.33% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.76% | +0.94% |
Volatility
ACLT.DE vs. CBUI.DE - Volatility Comparison
AXA IM ACT Climate Equity UCITS ETF USD Acc (ACLT.DE) has a higher volatility of 13.12% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 5.13%. This indicates that ACLT.DE's price experiences larger fluctuations and is considered to be riskier than CBUI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACLT.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.12% | 5.13% | +7.99% |
Volatility (6M)Calculated over the trailing 6-month period | 15.10% | 10.04% | +5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 15.40% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.81% | 14.22% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 14.22% | +2.59% |
Dividends
ACLT.DE vs. CBUI.DE - Dividend Comparison
Neither ACLT.DE nor CBUI.DE has paid dividends to shareholders.