AVWC.DE vs. CBUX.DE
AVWC.DE (Avantis Global Equity UCITS ETF USD Acc EUR) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) are both exchange-traded funds - AVWC.DE is a Global Equities fund actively managed by Avantis, while CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index. AVWC.DE is actively managed, while CBUX.DE is passively managed. Over the past year, AVWC.DE returned 28.75% vs 12.32% for CBUX.DE. At a 0.42 correlation, their price movements are largely independent. AVWC.DE charges 0.22%/yr vs 0.65%/yr for CBUX.DE.
Performance
AVWC.DE vs. CBUX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AVWC.DE achieves a 14.36% return, which is significantly higher than CBUX.DE's 10.28% return.
AVWC.DE
- 1D
- 0.15%
- 1M
- 4.37%
- YTD
- 14.36%
- 6M
- 15.26%
- 1Y
- 28.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CBUX.DE
- 1D
- -1.34%
- 1M
- -2.15%
- YTD
- 10.28%
- 6M
- 8.97%
- 1Y
- 12.32%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
AVWC.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVWC.DE Avantis Global Equity UCITS ETF USD Acc EUR | 14.36% | 9.08% | 6.46% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | 0.69% | -0.80% |
Correlation
The correlation between AVWC.DE and CBUX.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2024 | 0.42 |
The correlation between AVWC.DE and CBUX.DE shifts across timeframes, from 0.31 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AVWC.DE vs. CBUX.DE — Risk / Return Rank
AVWC.DE
CBUX.DE
AVWC.DE vs. CBUX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.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.
| AVWC.DE | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.40 | ||
| Sortino ratioReturn per unit of downside risk | +1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.20 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 5.22 | 2.91 | +2.31 |
| Martin ratioReturn relative to average drawdown | 19.94 | 6.42 | +13.51 |
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
| AVWC.DE | CBUX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 1.18 | +1.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 0.60 | +0.64 |
Drawdowns
AVWC.DE vs. CBUX.DE - Drawdown Comparison
The maximum AVWC.DE drawdown since its inception was -21.65%, which is greater than CBUX.DE's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for AVWC.DE and CBUX.DE.
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Drawdown Indicators
| AVWC.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.65% | -14.94% | -6.71% |
Max Drawdown (1Y)Largest decline over 1 year | -5.49% | -4.22% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.94% | — |
Current DrawdownCurrent decline from peak | 0.00% | -3.33% | +3.33% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -3.81% | +0.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 1.91% | -0.47% |
Volatility
AVWC.DE vs. CBUX.DE - Volatility Comparison
The current volatility for Avantis Global Equity UCITS ETF USD Acc EUR (AVWC.DE) is 2.89%, while iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) has a volatility of 3.92%. This indicates that AVWC.DE experiences smaller price fluctuations and is considered to be less risky than CBUX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVWC.DE | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 3.92% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 8.63% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.09% | 10.36% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 11.93% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 11.93% | +2.98% |
AVWC.DE vs. CBUX.DE - Expense Ratio Comparison
AVWC.DE has a 0.22% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
AVWC.DE vs. CBUX.DE - Dividend Comparison
Neither AVWC.DE nor CBUX.DE has paid dividends to shareholders.
Frequently Asked Questions
AVWC.DE and CBUX.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVWC.DE is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVWC.DE is cheaper with a 0.22% expense ratio, compared with 0.65% for CBUX.DE.
AVWC.DE is categorized as Global Equities, while CBUX.DE is Utilities Equities. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.22% for AVWC.DE and 0.65% for CBUX.DE.
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