AMEC.DE vs. CBUI.DE
AMEC.DE (Amundi Index Smart City UCITS ETF) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - AMEC.DE tracks the Solactive Smart City while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, AMEC.DE returned 17.35%/yr vs 21.76%/yr for CBUI.DE. A 0.76 correlation means they provide meaningful diversification when combined. AMEC.DE charges 0.35%/yr vs 0.30%/yr for CBUI.DE.
Performance
AMEC.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AMEC.DE achieves a 30.58% return, which is significantly higher than CBUI.DE's 20.05% return.
AMEC.DE
- 1D
- -1.34%
- 1M
- 10.78%
- YTD
- 30.58%
- 6M
- 29.29%
- 1Y
- 46.14%
- 3Y*
- 17.35%
- 5Y*
- 6.68%
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
AMEC.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AMEC.DE Amundi Index Smart City UCITS ETF | 30.58% | 9.65% | 16.27% | 1.43% | -18.74% | 0.39% |
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 AMEC.DE and CBUI.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.76 |
The correlation between AMEC.DE and CBUI.DE has been stable across timeframes, ranging from 0.76 to 0.79 - a consistent structural relationship.
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Return for Risk
AMEC.DE vs. CBUI.DE — Risk / Return Rank
AMEC.DE
CBUI.DE
AMEC.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index Smart City UCITS ETF (AMEC.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.
| AMEC.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.60 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 5.09 | 6.92 | -1.83 |
| Martin ratioReturn relative to average drawdown | 16.11 | 26.41 | -10.30 |
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
| AMEC.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.65 | 3.41 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.05 | -0.62 |
Drawdowns
AMEC.DE vs. CBUI.DE - Drawdown Comparison
The maximum AMEC.DE drawdown since its inception was -35.49%, 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 AMEC.DE and CBUI.DE.
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Drawdown Indicators
| AMEC.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -19.48% | -16.01% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -6.34% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | -24.98% | -19.48% | -5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -27.33% | — | — |
Current DrawdownCurrent decline from peak | -1.34% | -0.22% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -11.50% | -3.23% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 1.67% | +1.19% |
Volatility
AMEC.DE vs. CBUI.DE - Volatility Comparison
Amundi Index Smart City UCITS ETF (AMEC.DE) has a higher volatility of 6.73% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.73%. This indicates that AMEC.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
| AMEC.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 3.73% | +3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 9.76% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.36% | 12.88% | +4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.51% | 14.21% | +3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 14.21% | +5.01% |
AMEC.DE vs. CBUI.DE - Expense Ratio Comparison
AMEC.DE has a 0.35% expense ratio, which is higher than CBUI.DE's 0.30% expense ratio.
Dividends
AMEC.DE vs. CBUI.DE - Dividend Comparison
Neither AMEC.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
AMEC.DE and CBUI.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CBUI.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CBUI.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for AMEC.DE.
AMEC.DE tracks Solactive Smart City, 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: 0.35% for AMEC.DE and 0.30% for CBUI.DE.
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