AHYQ.DE vs. CBUI.DE
AHYQ.DE (Amundi MSCI World III UCITS ETF Dist) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - AHYQ.DE tracks the MSCI World while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, AHYQ.DE returned 17.53%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.88 suggests significant overlap in exposure. AHYQ.DE charges 0.20%/yr vs 0.30%/yr for CBUI.DE.
Performance
AHYQ.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AHYQ.DE achieves a 10.93% return, which is significantly lower than CBUI.DE's 20.05% return.
AHYQ.DE
- 1D
- -0.03%
- 1M
- 3.77%
- YTD
- 10.93%
- 6M
- 10.78%
- 1Y
- 23.61%
- 3Y*
- 17.53%
- 5Y*
- 12.23%
- 10Y*
- 11.90%
CBUI.DE
- 1D
- 0.22%
- 1M
- 6.94%
- YTD
- 20.05%
- 6M
- 22.25%
- 1Y
- 43.77%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
AHYQ.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AHYQ.DE Amundi MSCI World III UCITS ETF Dist | 10.93% | 7.92% | 25.91% | 20.09% | -15.16% | 4.67% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -6.30% | 6.27% |
Correlation
The correlation between AHYQ.DE and CBUI.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.88 |
The correlation between AHYQ.DE and CBUI.DE has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.
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Return for Risk
AHYQ.DE vs. CBUI.DE — Risk / Return Rank
AHYQ.DE
CBUI.DE
AHYQ.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World III UCITS ETF Dist (AHYQ.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.
| AHYQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.60 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 6.92 | -3.34 |
| Martin ratioReturn relative to average drawdown | 14.39 | 26.41 | -12.02 |
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
| AHYQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 3.41 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 1.05 | -0.24 |
Drawdowns
AHYQ.DE vs. CBUI.DE - Drawdown Comparison
The maximum AHYQ.DE drawdown since its inception was -33.70%, 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 AHYQ.DE and CBUI.DE.
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Drawdown Indicators
| AHYQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.70% | -19.48% | -14.22% |
Max Drawdown (1Y)Largest decline over 1 year | -6.60% | -6.34% | -0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -21.77% | -19.48% | -2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.70% | — | — |
Current DrawdownCurrent decline from peak | -0.37% | -0.22% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -3.23% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 1.67% | -0.02% |
Volatility
AHYQ.DE vs. CBUI.DE - Volatility Comparison
The current volatility for Amundi MSCI World III UCITS ETF Dist (AHYQ.DE) is 2.64%, while iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a volatility of 3.73%. This indicates that AHYQ.DE experiences smaller price fluctuations and is considered to be less risky 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
| AHYQ.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.64% | 3.73% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 9.76% | -1.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 12.88% | -1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 14.21% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 14.21% | +1.08% |
AHYQ.DE vs. CBUI.DE - Expense Ratio Comparison
AHYQ.DE has a 0.20% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
AHYQ.DE vs. CBUI.DE - Dividend Comparison
AHYQ.DE's dividend yield for the trailing twelve months is around 1.06%, while CBUI.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AHYQ.DE Amundi MSCI World III UCITS ETF Dist | 1.06% | 1.18% | 1.65% | 1.78% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AHYQ.DE and CBUI.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AHYQ.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AHYQ.DE is cheaper with a 0.20% expense ratio, compared with 0.30% for CBUI.DE.
AHYQ.DE tracks MSCI World, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.20% for AHYQ.DE and 0.30% for CBUI.DE.
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