AW14.DE vs. CBUI.DE
AW14.DE (UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) Acc) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - AW14.DE tracks the MSCI ACWI Climate Paris Aligned while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, AW14.DE returned 15.68%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.86 suggests significant overlap in exposure. AW14.DE charges 0.18%/yr vs 0.30%/yr for CBUI.DE.
Performance
AW14.DE vs. CBUI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW14.DE achieves a 9.78% return, which is significantly lower than CBUI.DE's 20.05% return.
AW14.DE
- 1D
- 0.15%
- 1M
- 4.56%
- YTD
- 9.78%
- 6M
- 10.03%
- 1Y
- 22.22%
- 3Y*
- 15.68%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
AW14.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW14.DE UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) Acc | 9.78% | 6.83% | 23.93% | 18.70% | -16.33% | 3.78% |
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 AW14.DE and CBUI.DE is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2021 | 0.86 |
The correlation between AW14.DE and CBUI.DE has been stable across timeframes, ranging from 0.77 to 0.86 - a consistent structural relationship.
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Return for Risk
AW14.DE vs. CBUI.DE — Risk / Return Rank
AW14.DE
CBUI.DE
AW14.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) Acc (AW14.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.
| AW14.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -2.10 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.60 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | 6.92 | -4.23 |
| Martin ratioReturn relative to average drawdown | 10.31 | 26.41 | -16.10 |
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
| AW14.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 3.41 | -1.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 1.05 | -0.39 |
Drawdowns
AW14.DE vs. CBUI.DE - Drawdown Comparison
The maximum AW14.DE drawdown since its inception was -21.21%, 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 AW14.DE and CBUI.DE.
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Drawdown Indicators
| AW14.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.21% | -19.48% | -1.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -6.34% | -1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -21.21% | -19.48% | -1.73% |
Current DrawdownCurrent decline from peak | -0.48% | -0.22% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.50% | -3.23% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 1.67% | +0.48% |
Volatility
AW14.DE vs. CBUI.DE - Volatility Comparison
The current volatility for UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) Acc (AW14.DE) is 3.25%, while iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) has a volatility of 3.73%. This indicates that AW14.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
| AW14.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.25% | 3.73% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 9.76% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.90% | 12.88% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 14.21% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.39% | 14.21% | +0.18% |
AW14.DE vs. CBUI.DE - Expense Ratio Comparison
AW14.DE has a 0.18% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
AW14.DE vs. CBUI.DE - Dividend Comparison
Neither AW14.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
AW14.DE and CBUI.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW14.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW14.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for CBUI.DE.
AW14.DE tracks MSCI ACWI Climate Paris Aligned, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: UBS and iShares. Their fees differ too: 0.18% for AW14.DE and 0.30% for CBUI.DE.
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