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ASRW.DE vs. CBUM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ASRW.DE vs. CBUM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc (ASRW.DE) and iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ASRW.DE is traded in USD, while CBUM.DE is traded in EUR. To make them comparable, the CBUM.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ASRW.DE achieves a 8.77% return, which is significantly higher than CBUM.DE's 3.97% return.


ASRW.DE

1D
-1.05%
1M
-0.63%
6M
7.55%
YTD
8.77%
1Y
20.29%
3Y*
5Y*
10Y*

CBUM.DE

1D
-1.52%
1M
-2.25%
6M
4.67%
YTD
3.97%
1Y
17.35%
3Y*
17.30%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASRW.DE vs. CBUM.DE - Yearly Performance Comparison


Correlation

The correlation between ASRW.DE and CBUM.DE is 0.89, 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

0.89

Correlation (All Time)
Calculated using the full available price history since May 30, 2024

0.89

The correlation between ASRW.DE and CBUM.DE has been stable across timeframes, ranging from 0.89 to 0.89 - a consistent structural relationship.

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Return for Risk

ASRW.DE vs. CBUM.DE — Risk / Return Rank

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

ASRW.DE
ASRW.DE Risk / Return Rank: 6767
Overall Rank
ASRW.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ASRW.DE Sortino Ratio Rank: 7272
Sortino Ratio Rank
ASRW.DE Omega Ratio Rank: 6464
Omega Ratio Rank
ASRW.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
ASRW.DE Martin Ratio Rank: 7171
Martin Ratio Rank

CBUM.DE
CBUM.DE Risk / Return Rank: 6363
Overall Rank
CBUM.DE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
CBUM.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
CBUM.DE Omega Ratio Rank: 6262
Omega Ratio Rank
CBUM.DE Calmar Ratio Rank: 5555
Calmar Ratio Rank
CBUM.DE Martin Ratio Rank: 6767
Martin Ratio Rank
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.

ASRW.DE vs. CBUM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc (ASRW.DE) and iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ASRW.DECBUM.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.43

Sortino ratioReturn per unit of downside risk

+0.64

Omega ratioGain probability vs. loss probability

1.29

1.21

+0.09

Calmar ratioReturn relative to maximum drawdown

2.36

1.30

+1.06

Martin ratioReturn relative to average drawdown

9.70

4.94

+4.76

ASRW.DE vs. CBUM.DE - Sharpe Ratio Comparison

The current ASRW.DE Sharpe Ratio is 1.62, which is higher than the CBUM.DE Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of ASRW.DE and CBUM.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.


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Drawdowns

ASRW.DE vs. CBUM.DE - Drawdown Comparison

The maximum ASRW.DE drawdown since its inception was -16.82%, smaller than the maximum CBUM.DE drawdown of -21.02%. Use the drawdown chart below to compare losses from any high point for ASRW.DE and CBUM.DE.


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Drawdown Indicators


ASRW.DECBUM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-16.82%

-21.02%

+4.20%

Max Drawdown (1Y)

Largest decline over 1 year

-8.56%

-13.26%

+4.70%

Max Drawdown (3Y)

Largest decline over 3 years

-16.67%

Current Drawdown

Current decline from peak

-1.05%

-3.64%

+2.59%

Average Drawdown

Average peak-to-trough decline

-1.72%

-3.70%

+1.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

3.50%

-1.41%

Volatility

ASRW.DE vs. CBUM.DE - Volatility Comparison

The current volatility for BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc (ASRW.DE) is 2.87%, while iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) (CBUM.DE) has a volatility of 3.45%. This indicates that ASRW.DE experiences smaller price fluctuations and is considered to be less risky than CBUM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASRW.DECBUM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.87%

3.45%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

9.96%

11.43%

-1.47%

Volatility (1Y)

Calculated over the trailing 1-year period

12.52%

14.48%

-1.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.33%

18.27%

-3.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.33%

18.27%

-3.94%

ASRW.DE vs. CBUM.DE - Expense Ratio Comparison

ASRW.DE has a 0.16% expense ratio, which is higher than CBUM.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ASRW.DE vs. CBUM.DE - Dividend Comparison

Neither ASRW.DE nor CBUM.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ASRW.DE and CBUM.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CBUM.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CBUM.DE is cheaper with a 0.10% expense ratio, compared with 0.16% for ASRW.DE.

ASRW.DE is categorized as ESG, while CBUM.DE is S&P 500. ASRW.DE tracks MSCI World Select Filtered Min TE Index, while CBUM.DE tracks S&P 500 Scored & Screened Index (EUR Hedged). They also come from different issuers: BNP Paribas and iShares. Their fees differ too: 0.16% for ASRW.DE and 0.10% for CBUM.DE.

Portfolio Optimizer

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