CB5.L vs. TDGB.L
Compare and contrast key facts about Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) and VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB.L).
CB5.L and TDGB.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. TDGB.L is a passively managed fund by VanEck that tracks the performance of the Morningstar Developed Markets Large Cap Dividend Leaders Screened Select Index. It was launched on May 23, 2016. Both CB5.L and TDGB.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. TDGB.L - Performance Comparison
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CB5.L vs. TDGB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
CB5.L Amundi ETF MSCI Europe Banks UCITS ETF | -2.05% | 83.78% | 6.12% |
TDGB.L VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 9.04% | 30.88% | 4.02% |
Different Trading Currencies
CB5.L is traded in GBp, while TDGB.L is traded in GBP. To make them comparable, the TDGB.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CB5.L achieves a -2.05% return, which is significantly lower than TDGB.L's 9.04% return.
CB5.L
- 1D
- 4.61%
- 1M
- -2.97%
- YTD
- -2.05%
- 6M
- 11.90%
- 1Y
- 43.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TDGB.L
- 1D
- -0.14%
- 1M
- -0.68%
- YTD
- 9.04%
- 6M
- 17.47%
- 1Y
- 29.33%
- 3Y*
- 20.03%
- 5Y*
- 18.47%
- 10Y*
- —
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CB5.L vs. TDGB.L - Expense Ratio Comparison
CB5.L has a 0.25% expense ratio, which is lower than TDGB.L's 0.38% expense ratio.
Return for Risk
CB5.L vs. TDGB.L — Risk / Return Rank
CB5.L
TDGB.L
CB5.L vs. TDGB.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 VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB.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 | TDGB.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 2.49 | -0.63 |
Sortino ratioReturn per unit of downside risk | 2.33 | 3.04 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.52 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.87 | 3.25 | -0.37 |
Martin ratioReturn relative to average drawdown | 10.39 | 16.47 | -6.08 |
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 | TDGB.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 2.49 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.97 | 1.00 | +0.97 |
Correlation
The correlation between CB5.L and TDGB.L is 0.68, 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. TDGB.L - Dividend Comparison
CB5.L has not paid dividends to shareholders, while TDGB.L's dividend yield for the trailing twelve months is around 3.27%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% |
TDGB.L VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF | 3.27% | 3.50% | 4.27% | 4.93% | 4.40% | 4.06% | 4.16% | 4.52% |
Drawdowns
CB5.L vs. TDGB.L - Drawdown Comparison
The maximum CB5.L drawdown since its inception was -17.55%, smaller than the maximum TDGB.L drawdown of -29.60%. Use the drawdown chart below to compare losses from any high point for CB5.L and TDGB.L.
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Drawdown Indicators
| CB5.L | TDGB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.55% | -29.60% | +12.05% |
Max Drawdown (1Y)Largest decline over 1 year | -15.17% | -10.81% | -4.36% |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.41% | — |
Current DrawdownCurrent decline from peak | -8.48% | -1.34% | -7.14% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -3.76% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 1.79% | +2.40% |
Volatility
CB5.L vs. TDGB.L - Volatility Comparison
Amundi ETF MSCI Europe Banks UCITS ETF (CB5.L) has a higher volatility of 9.62% compared to VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (TDGB.L) at 3.43%. This indicates that CB5.L's price experiences larger fluctuations and is considered to be riskier than TDGB.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 | TDGB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 3.43% | +6.19% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 6.96% | +9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.17% | 11.74% | +11.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 11.45% | +10.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.56% | 14.54% | +7.02% |