BJLC.DE vs. CBUI.DE
BJLC.DE (BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF USD) and CBUI.DE (iShares MSCI World Value Factor ESG UCITS ETF USD Acc) are both Global Equities funds - BJLC.DE tracks the ECPI Circular Economy Leaders Equity while CBUI.DE tracks the MSCI World Value ESG Reduced Carbon Target Select. Both are passively managed. Over the past 3 years, BJLC.DE returned 14.35%/yr vs 25.08%/yr for CBUI.DE. Their correlation of 0.80 suggests significant overlap in exposure. Both charge a 0.30% expense ratio.
Performance
BJLC.DE vs. CBUI.DE - Performance Comparison
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Different Trading Currencies
BJLC.DE is traded in USD, while CBUI.DE is traded in EUR. To make them comparable, the CBUI.DE values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BJLC.DE achieves a 9.66% return, which is significantly lower than CBUI.DE's 18.67% return.
BJLC.DE
- 1D
- -0.04%
- 1M
- 4.48%
- YTD
- 9.66%
- 6M
- 10.24%
- 1Y
- 23.30%
- 3Y*
- 14.35%
- 5Y*
- —
- 10Y*
- —
CBUI.DE
- 1D
- 0.34%
- 1M
- 7.63%
- YTD
- 18.67%
- 6M
- 22.47%
- 1Y
- 46.59%
- 3Y*
- 25.08%
- 5Y*
- —
- 10Y*
- —
BJLC.DE vs. CBUI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BJLC.DE BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF USD | 9.66% | 19.04% | 4.93% | 15.05% |
CBUI.DE iShares MSCI World Value Factor ESG UCITS ETF USD Acc | 18.67% | 36.58% | 7.31% | 12.33% |
Correlation
The correlation between BJLC.DE and CBUI.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2023 | 0.80 |
The correlation between BJLC.DE and CBUI.DE has been stable across timeframes, ranging from 0.76 to 0.81 - a consistent structural relationship.
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Return for Risk
BJLC.DE vs. CBUI.DE — Risk / Return Rank
BJLC.DE
CBUI.DE
BJLC.DE vs. CBUI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF USD (BJLC.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.
| BJLC.DE | CBUI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.61 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 5.27 | -2.99 |
| Martin ratioReturn relative to average drawdown | 7.88 | 20.61 | -12.73 |
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
| BJLC.DE | CBUI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 3.41 | -1.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.06 | 0.95 | +0.11 |
Drawdowns
BJLC.DE vs. CBUI.DE - Drawdown Comparison
The maximum BJLC.DE drawdown since its inception was -17.90%, smaller than the maximum CBUI.DE drawdown of -25.52%. Use the drawdown chart below to compare losses from any high point for BJLC.DE and CBUI.DE.
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Drawdown Indicators
| BJLC.DE | CBUI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.90% | -25.52% | +7.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -8.80% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -16.07% | -1.83% |
Current DrawdownCurrent decline from peak | -0.04% | -0.37% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -3.08% | -5.59% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.25% | +0.71% |
Volatility
BJLC.DE vs. CBUI.DE - Volatility Comparison
BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF USD (BJLC.DE) and iShares MSCI World Value Factor ESG UCITS ETF USD Acc (CBUI.DE) have volatilities of 3.93% and 4.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BJLC.DE | CBUI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 4.09% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 10.42% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.33% | 13.59% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 15.90% | -1.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.03% | 15.90% | -1.87% |
BJLC.DE vs. CBUI.DE - Expense Ratio Comparison
Both BJLC.DE and CBUI.DE have an expense ratio of 0.30%.
Dividends
BJLC.DE vs. CBUI.DE - Dividend Comparison
Neither BJLC.DE nor CBUI.DE has paid dividends to shareholders.
Frequently Asked Questions
BJLC.DE and CBUI.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BJLC.DE and CBUI.DE have the same expense ratio: 0.30% per year.
BJLC.DE tracks ECPI Circular Economy Leaders Equity, while CBUI.DE tracks MSCI World Value ESG Reduced Carbon Target Select. They also come from different issuers: BNP Paribas and iShares.
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