CB5.L vs. ESIF.L
Compare and contrast key facts about Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) and iShares MSCI Europe Financials Sector UCITS ETF (ESIF.L).
CB5.L and ESIF.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. ESIF.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on Nov 18, 2020. Both CB5.L and ESIF.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. ESIF.L - Performance Comparison
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CB5.L vs. ESIF.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CB5.L Amundi ETF MSCI Europe Banks UCITS ETF | -6.36% | 83.78% | 6.12% |
ESIF.L iShares MSCI Europe Financials Sector UCITS ETF | -6.23% | 54.55% | 5.56% |
Different Trading Currencies
CB5.L is traded in GBp, while ESIF.L is traded in GBP. To make them comparable, the ESIF.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with CB5.L having a -6.36% return and ESIF.L slightly higher at -6.23%.
CB5.L
- 1D
- 1.34%
- 1M
- -10.65%
- YTD
- -6.36%
- 6M
- 7.44%
- 1Y
- 38.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ESIF.L
- 1D
- 1.60%
- 1M
- -8.31%
- YTD
- -6.23%
- 6M
- 3.26%
- 1Y
- 23.15%
- 3Y*
- 26.02%
- 5Y*
- 18.88%
- 10Y*
- —
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CB5.L vs. ESIF.L - Expense Ratio Comparison
CB5.L has a 0.25% expense ratio, which is higher than ESIF.L's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
CB5.L vs. ESIF.L — Risk / Return Rank
CB5.L
ESIF.L
CB5.L vs. ESIF.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 Financials Sector UCITS ETF (ESIF.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 | ESIF.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 1.26 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.67 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.76 | +0.68 |
Martin ratioReturn relative to average drawdown | 8.27 | 6.10 | +2.18 |
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 | ESIF.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 1.26 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.04 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.83 | 1.10 | +0.73 |
Correlation
The correlation between CB5.L and ESIF.L is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CB5.L vs. ESIF.L - Dividend Comparison
Neither CB5.L nor ESIF.L has paid dividends to shareholders.
Drawdowns
CB5.L vs. ESIF.L - Drawdown Comparison
The maximum CB5.L drawdown since its inception was -17.55%, smaller than the maximum ESIF.L drawdown of -23.55%. Use the drawdown chart below to compare losses from any high point for CB5.L and ESIF.L.
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Drawdown Indicators
| CB5.L | ESIF.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.55% | -23.55% | +6.00% |
Max Drawdown (1Y)Largest decline over 1 year | -15.17% | -12.55% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.55% | — |
Current DrawdownCurrent decline from peak | -12.52% | -8.69% | -3.83% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -4.18% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.53% | +0.94% |
Volatility
CB5.L vs. ESIF.L - Volatility Comparison
Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) has a higher volatility of 9.58% compared to iShares MSCI Europe Financials Sector UCITS ETF (ESIF.L) at 8.18%. This indicates that CB5.L's price experiences larger fluctuations and is considered to be riskier than ESIF.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 | ESIF.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.58% | 8.18% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 12.72% | +3.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.82% | 18.30% | +4.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.34% | 18.12% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 18.13% | +3.21% |