CB5.L vs. EQDS.L
Compare and contrast key facts about Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) and iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (EQDS.L).
CB5.L and EQDS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CB5.L is a passively managed fund by Amundi that tracks the performance of the MSCI World/Financials NR USD. It was launched on Dec 4, 2008. EQDS.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe High Div Yld NR EUR. It was launched on Jun 12, 2017. Both CB5.L and EQDS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CB5.L vs. EQDS.L - Performance Comparison
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CB5.L vs. EQDS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CB5.L Amundi ETF MSCI Europe Banks UCITS ETF | -2.05% | 83.78% | 6.12% |
EQDS.L iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 0.77% | 16.53% | -3.40% |
Returns By Period
In the year-to-date period, CB5.L achieves a -2.05% return, which is significantly lower than EQDS.L's 0.77% return.
CB5.L
- 1D
- 4.61%
- 1M
- -2.97%
- YTD
- -2.05%
- 6M
- 11.90%
- 1Y
- 43.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EQDS.L
- 1D
- 1.42%
- 1M
- -4.38%
- YTD
- 0.77%
- 6M
- 2.93%
- 1Y
- 11.22%
- 3Y*
- 9.40%
- 5Y*
- 10.48%
- 10Y*
- —
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CB5.L vs. EQDS.L - Expense Ratio Comparison
CB5.L has a 0.25% expense ratio, which is lower than EQDS.L's 0.28% expense ratio.
Return for Risk
CB5.L vs. EQDS.L — Risk / Return Rank
CB5.L
EQDS.L
CB5.L vs. EQDS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) and iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (EQDS.L). 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.
| CB5.L | EQDS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.90 | +0.97 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.24 | +1.09 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.18 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 1.19 | +1.68 |
Martin ratioReturn relative to average drawdown | 10.39 | 4.16 | +6.23 |
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
| CB5.L | EQDS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.90 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.97 | 0.55 | +1.42 |
Correlation
The correlation between CB5.L and EQDS.L is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CB5.L vs. EQDS.L - Dividend Comparison
CB5.L has not paid dividends to shareholders, while EQDS.L's dividend yield for the trailing twelve months is around 3.34%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CB5.L Amundi ETF MSCI Europe Banks UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EQDS.L iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 3.34% | 2.96% | 3.16% | 3.58% | 4.14% | 4.63% | 3.23% | 4.52% | 5.06% | 0.76% |
Drawdowns
CB5.L vs. EQDS.L - Drawdown Comparison
The maximum CB5.L drawdown since its inception was -17.55%, smaller than the maximum EQDS.L drawdown of -32.52%. Use the drawdown chart below to compare losses from any high point for CB5.L and EQDS.L.
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Drawdown Indicators
| CB5.L | EQDS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.55% | -32.52% | +14.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.17% | -9.60% | -5.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.74% | — |
Current DrawdownCurrent decline from peak | -8.48% | -6.11% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -4.02% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.74% | +1.45% |
Volatility
CB5.L vs. EQDS.L - Volatility Comparison
Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) has a higher volatility of 9.62% compared to iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (EQDS.L) at 4.46%. This indicates that CB5.L's price experiences larger fluctuations and is considered to be riskier than EQDS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CB5.L | EQDS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 4.46% | +5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 8.12% | +8.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.17% | 12.49% | +10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 12.36% | +9.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.56% | 15.83% | +5.73% |