AW1P.DE vs. CBUI.DE
AW1P.DE (UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - AW1P.DE tracks the MSCI ACWI SRI Low Carbon Select 5% Issuer Capped while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, AW1P.DE returned 17.31%/yr vs 21.76%/yr for CBUI.DE. Their correlation of 0.83 suggests significant overlap in exposure. AW1P.DE charges 0.25%/yr vs 0.30%/yr for CBUI.DE.
Performance
AW1P.DE vs. CBUI.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AW1P.DE achieves a 14.91% return, which is significantly lower than CBUI.DE's 20.05% return.
AW1P.DE
- 1D
- -0.83%
- 1M
- 6.15%
- YTD
- 14.91%
- 6M
- 15.53%
- 1Y
- 25.73%
- 3Y*
- 17.31%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.22%
- 1M
- 8.37%
- YTD
- 20.05%
- 6M
- 22.81%
- 1Y
- 44.12%
- 3Y*
- 21.76%
- 5Y*
- —
- 10Y*
- —
AW1P.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AW1P.DE UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc | 14.91% | 3.61% | 25.39% | 22.76% | -14.89% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 20.05% | 20.98% | 13.82% | 15.94% | -0.49% |
Correlation
The correlation between AW1P.DE and CBUI.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2022 | 0.83 |
The correlation between AW1P.DE and CBUI.DE has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AW1P.DE vs. CBUI.DE — Risk / Return Rank
AW1P.DE
CBUI.DE
AW1P.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.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.
| AW1P.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.56 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.60 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 3.17 | 6.92 | -3.75 |
| Martin ratioReturn relative to average drawdown | 11.65 | 26.41 | -14.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| AW1P.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 3.41 | -1.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 1.05 | -0.36 |
Drawdowns
AW1P.DE vs. CBUI.DE - Drawdown Comparison
The maximum AW1P.DE drawdown since its inception was -23.64%, 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 AW1P.DE and CBUI.DE.
Loading charts...
Drawdown Indicators
| AW1P.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.64% | -19.48% | -4.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -6.34% | -1.73% |
Max Drawdown (3Y)Largest decline over 3 years | -23.64% | -19.48% | -4.16% |
Current DrawdownCurrent decline from peak | -0.83% | -0.22% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -5.35% | -3.23% | -2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.67% | +0.53% |
Volatility
AW1P.DE vs. CBUI.DE - Volatility Comparison
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) Acc (AW1P.DE) has a higher volatility of 4.21% compared to iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) at 3.73%. This indicates that AW1P.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.
Loading charts...
Volatility by Period
| AW1P.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 3.73% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.23% | 9.76% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 12.88% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.73% | 14.21% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 14.21% | +1.52% |
AW1P.DE vs. CBUI.DE - Expense Ratio Comparison
AW1P.DE has a 0.25% expense ratio, which is lower than CBUI.DE's 0.30% expense ratio.
Dividends
AW1P.DE vs. CBUI.DE - Dividend Comparison
Neither AW1P.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
AW1P.DE and CBUI.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW1P.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW1P.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for CBUI.DE.
AW1P.DE tracks MSCI ACWI SRI Low Carbon Select 5% Issuer Capped, 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: 0.25% for AW1P.DE and 0.30% for CBUI.DE.
Find the right allocation for AW1P.DE and CBUI.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer